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The Industry Sourcebook for RIAs

Search for Companies Add Your Listing

Gemini Fund Services, LLC
Third Party Administrator
Top Executive: Andrew Rogers

PENSCO Trust Company
Alternative Asset Custodian
RIA Contact: Travis Majors

Tamarac
Trading/Rebalancing, Portfolio Management System, Performance Reporting, CRM Software
Top Executive: Stuart DePina

Gemini Fund Services, LLC

Filed under: Third Party Administrator

Company info:

Top Executive: Andrew Rogers
http://www.geminifund.com
631-470-2600
450 Wireless Boulevard
Hauppauge, NY 11788

Etcetera:

Founded in 1983

What is the service or product you offer to RIAs?

Gemini partners with investment companies to deliver comprehensive pooled investment solutions, including mutual funds, hedge funds, variable annuities, and alternative investments such as collective investment trusts. We bring products to market with a broad range of customized services. Our industry leading pooled investment solutions include comprehensive fund servicing, variable annuities ...

Recent related articles:

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Andrew Rogers: A robust sales function is also crucial to an advisor's successful fund launch.

Why many RIAs should start a mutual fund, considering the limitations of SMAs

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PENSCO Trust Company

Filed under: Alternative Asset Custodian

Company info:

Top Executive: Kelly Rodriques
http://pensco.com
415-274-5600
560 Mission Street, Suite 1300
San Francisco, CA 94105

RIA department info:

Contact: Travis Majors
415-274-5600
travis.majors@pensco.com

Etcetera:

Founded in 1990

What is the service or product you offer to RIAs?

PENSCO Trust Company is a world-class custodian that helps investors build wealth in taxable and tax-deferred accounts.

PENSCO offers a complete range of services that enable investors to hold a wide range of alternative assets, such as private equity, venture capital, real estate, notes, foreign currency and precious metals.

As ...

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Tamarac

Filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting, CRM Software

Company info:

Top Executive: Stuart DePina
http://www.tamaracinc.com/
866-525-8811
811 First Avenue, Suite 340
Seattle, WA 98104

Etcetera:

100 FTEs
Founded in 2000

What is the service or product you offer to RIAs?

Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established.
Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...