Experts in international distribution and fund structuring, including UCITS funds, closed-end funds and private equity limited partnership structures, 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 specialize in unique and alternative strategies that offer investors an opportunity to access quality managers with proven success.
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 analyze 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.
Our investor relationships include:
• Corporate and public pension plans
• Fund of funds
• Insurance companies
• Endowments and foundations
• Financial institutions
• Asset management firms
• Wealth managers
• Family offices
For investment managers wishing to establish a UCITS fund, we offer a complete “plug-and-play” model. We have an established Dublin-based UCITS umbrella entity in place, Carolon Investment Funds plc, and we have been approved by the Central Bank of Ireland to act as a Promoter for UCITS funds.
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 and PricewaterhouseCoopers form the foundation to launch your fund. We help to minimize execution risk, reduce start-up capital and shorten the time to your fund’s launch.
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, form the legal structure, obtain approvals and raise capital 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.
Our industry expertise in fundraising, corporate financial advisory, private equity and fund management allows us to be nimble, decisive and successful in getting to the end-game as quickly as possible.
Not only do we have an extensive network of established institutional investors, but we have also partnered with some of the best global providers for administration, custodian and advisory assistance. We possess deep operational experience in alternative investments and maintain key global partnerships in alternative assets to further draw upon experts in our field.
With offices in the UK and US, our relationships span the globe. We have been authorized by the Central Bank of Ireland to act as a Promoter for UCITS funds and we are regulated by the Jersey Financial Services Commission to act as distribution agents to third party funds.