With deep experience in fund structuring and international distribution, we enable our U.S. and European clients to tap into new areas of capital. We act as your partner, sharing in the risks and the workload to create real opportunities for AUM growth. We specialise in unique and alternative strategies that offer investors an opportunity to access quality managers with proven success.
For investment managers wishing to establish a UCITS fund, we offer a complete 'plug-and-play' model through a Dublin-based UCITS entity, Carolon Investment Funds plc. We help minimise execution risk, reduce start-up capital and shorten the time to your fund’s launch.
The independent board of Carolon Investment Funds plc and our existing relationships with best-in-class third parties such as the Royal Bank of Canada, Bridge Fund Management and PricewaterhouseCoopers form the foundation to launch your fund.
We start at the foundation, partnering with you to truly understand your differentiators as a manager and how your unique investment management philosophies come together to form a valued and qualified offering. We structure, formulate and analyse the right fundraising strategy, taking you from the planning phase to a successful close.
Our relationships span asset classes and geography, with investor relationships across Europe, the Middle East, Asia and Australasia providing you with a powerful global reach.
A Partnership Approach
Launching a new fund or product in Europe can be expensive, time-intensive and cumbersome from a regulatory perspective. Our partnership approach seeks to lessen the burden of these considerations as we handle all of the details on your behalf.
Our desire is not to be the biggest or to have a long list of clients. Avoiding the 'white-label' approach, we want to be engaged and invested with our partners. Our focus is on building key relationships with firms who carry the same values and aspirations as we do.
Carolon is an Appointed Representative of Sturgeon Ventures LLP (FRN: 452811) which is Authorised and Regulated by the Financial Conduct Authority (FCA) in the United Kingdom to act as distribution agents to third party funds. Carolon Investment Funds plc, which was established by the founders of Carolon, is authorised by the Central Bank of Ireland.