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Helping scale a new fund launch into an institutional multi-billion-dollar fund manager 

09 Oct 2025

The client, their challenge

Our client is a long/short equity investment manager, based in Stamford, Connecticut. When we first partnered with them, they were preparing to launch a single separately managed account (SMA) and a commingled investment vehicle, with plans for rapid growth.  

For emerging managers, finding and hiring internal staff can be costly, time-consuming and distracting from their core focus of generating alpha.​ 

The investment manager needed a robust solution that would support their scaling ambitions. They were looking to partner with a single vendor that could cover their requirements for middle-office support, outsourced CFO, compliance oversight, investor reporting, and technology infrastructure consultancy and implementation. 

This client sought a solution that would:​ 

  • Ensure regulatory compliance and operational readiness from day one​ 
  • Provide a scalable middle and back-office infrastructure without the expense of hiring full-time staff​ 
  • Reduce set-up time by drawing on established operational frameworks and processes using trusted service providers​ 
  • Allow the investment team to remain focused on research, trading, marketing and fund-raising rather than administrative burdens​ 

Our solution

We provided a full-service solution that addressed all aspects of the client’s operational needs. Our engagement covered several key areas designed to support their growth trajectory from launch through expansion.  

  • Comprehensive onboarding support: Order management system (OMS) / portfolio management system (PMS) selection and implementation as well as prime broker, trading counterparties and fund administrator account opening documentation​ 
  • Scalable operational solution: Allowing the client to quickly expand from a single SMA to multiple trading vehicles without rebuilding their trading and operational infrastructure and workflows​ 
  • Compliance and CFO support: Ensuring regulatory readiness and investor confidence without the need for costly in-house hires​ 
  • Vendor selection and management: Providing client access to vetted service providers, helping avoid the trial-and-error of building relationships from scratch​ 
  • Cost and staffing efficiency with built-in redundancy: Providing access to experienced professionals without the overhead of full-time operational teams while alleviating the risk and costs of turnover or gaps within small in-house teams​ 

Results​

Our solution enabled a faster, cost-efficient launch with institutional-grade infrastructure along with built-in support team redundancy. Since launch, the client has grown to over $2 billon in assets under management and expanded to 17 trading vehicles, all supported by a flexible outsourced framework that allows the investment team to remain focused on generating alpha and capital-raising initiatives. 

Looking for similar support? Contact our expert team today. 

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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