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Preferred Service Providers





PRG
With over sixty years combined experience in a variety of investment environments covering every asset class, in addition to monitoring regulatory driven changes, our broad client base allows us to keep informed as to industry practices on an ongoing basis. PRG’s professionals understand what it takes to successfully compete in today's marketplace.

PRG specializes in:
  • Account-level performance computation.
  • GIPS® compliant composite construction.
  • Performance measurement office services via remote connection.
  • Performance education.
  • Analytical consulting services.
  • Developing Manager performance solutions.






Advent Software, Inc.
Advent Software, Inc., a multi-national firm, has provided trusted solutions to the world’s leading financial professionals since 1983. Firms in 60 countries use Advent technology and manage investments totaling nearly US $14 trillion. Advent’s quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs. Advent is the only financial services software company to be awarded the Service Capability and Performance certification for being a world-class support organization. Advent is a registered trademark of Advent Software, Inc.




A.S.A.P. Advisor Services, Inc
Providing marketing support and data distribution services for money managers, hedge fund managers and other financial advisors.






Cambridge International Partners
Cambridge International Partners provides transactional, financial and strategic advice to the financial services industry, helping US and foreign clients originate, structure and negotiate sales and divestitures, acquisitions, mergers, recapitalizations, and strategic alliances. Founded in 1989, Cambridge has particular expertise in working with investment management and securities firms, and related services provided to such organizations. Contact person: John Temple at 212-826-8292.






Compass Institutional Marketing, LLC
Compass Institutional Marketing, LLC provides dynamic marketing support solutions. They are a dedicated outsourcing firm specializing in populating Consultant Databases and Request for Proposals (RFPs) for institutional investment managers.






DG Analytics, Inc.
Marketing and Compliance Initiatives for Money Management Firms Effective marketing services and innovative systems developed to win assets and maximize revenue for Investment Management Organizations.






Rosemont Investment Partners
Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face an ownership dilemma. Rosemont was formed in May 2000 to provide capital to fund management buyouts, recapitalizations and selected start-ups in the asset management industry. In addition to providing capital, the principals of Rosemont assist management in growing their companies by leveraging their decades of experience in advising and nurturing asset management businesses.



Our Locations

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Main Office
525 Bigham Knoll
Suite 200
Jacksonville, OR 97530
(541)  857-8800
(503)  213-7245 (FAX)

Jersey City
111 Town Square Place
Suite 430
Jersey City, NJ 07310
(201)  239-0870
(201)  239-0863 (FAX)

Boston
Faneuil Hall Marketplace
1 South Market Building, 3rd Floor
Boston, MA 02109
(617)  367-4383

Shanghai, China
Platinum Building, Suite 2108
233 Taicang Road
Shanghai, 200020 PRC
86-21-6141-0918
86-21-6141-0915 (FAX)

Pittsburgh
7011 Crider Road, Suite 102
Mars, PA 16046
(724)  772-1772
(724)  772-1785 (FAX)

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