Surrounding our fund clients with solutions
LewisLevy Consulting bridges the gap in your finance and operations teams, delivering expert consulting services. With a combined 40+ years of experience in the asset management industry, LewisLevy is uniquely poised to provide fund managers a 360° view of fund operations and accounting.
The Three Pillars of Service
Emerging Managers
- LewisLevy assists in setting up the management company and fund operations
- LewisLevy has developed a checklist of items needed to assist a new manager to get their operations up and running and covers areas such as accounting, tax and compliance
Established Managers
- LewisLevy assists in defining strategy and the documentation of policies and processes.
- If there are any gaps found in processes, LewisLevy will assist in identifying solutions and implementing those solutions to improve operational efficiency.
Staff Augmentation
- Providing knowledgable temporary resources to managers on a short term basis to assist with critical projects.