top of page

OPERATIONS

The Savino Group has experience in the full life cycle of establishing and launching alternative mutual funds. We also have experience improving operations for established private funds.

LIQUID
ALTERNATIVES
40-Act / Mutual Funds

​

  • Vendor selection

  • Evaluating joining a series trust versus establishing an independent board

  • Electing a compliance officer and implementing processes to build a culture of compliance that minimizes compliance risk

  • Structuring fees

  • Financial modeling to predict breakeven levels and predict return on investment

PRIVATE
FUNDS
​
​
 Hedge Funds
Commodity Pools

​

  • Vendor selection i.e. independent auditor, fund administrator, prime brokers / futures clearing merchants

  • Management and incentive fee structures and negotiations

  • Due diligence questionnaires

  • Financial modeling and budgeting

© 2024 by The Savino Group 

bottom of page