S&Z Fund Services, LLC

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Middle Office Services

middle officeS&Z Fund Services, LLC offers Hedge Fund Middle Office services for hedge funds or asset managers including preparing and maintaining the books and records for firms newly registered with the SEC.

Outsourcing the daily operations is not only less expensive than hiring a staff and building out technology to support this function, but it also allows fund managers to focus on their core competencies including attending to investors, making good investment decisions and managing risk.

In addition, with our support you’ll easily navigate the reporting and transparency requirements required by regulators and investors. Your operational risk will also be lower when you engage our team of experts who can consistently demonstrate best practices and provide infrastructure that is tested and proven reliable. Our investment management software, including Advent Geneva and PerTrac, ensures accuracy and efficiency.

Our middle office outsourcing services include: 

S&Z Fund Services, LLC's Middle Office services can help your firm reduce operational risks and lower staff and technology costs while helping you satisfy your investors' need for independent valuation and your operations workflow . Call Gregory Zoraian, CPA at (631) 368-3110 to learn more.