Private Investors

For fund managers the benefits of using a fund administrator to support your middle-back office tasks are numerous. The right fund administrator can help highlight your team’s strengths, offset any weaknesses and offer experience and support. Our expert team transform your operations meaning you’re able to scale and flex to changing requirements without having to increase your headcount and we’ll help you to quickly reshape data into meaningful insights for improved decision making.

Your fund administrator is critical to your success. A quality fund administrator should understand the intricacies of your business and have the following attributes:

Industry Experience & Knowledge. An experienced fund administrator is knowledgeable about investment types and the time it takes to turn work around. Partnering with an experienced, provider integrates your entire back-office function within a single structure to allow for quick set-up and the day-to-day management of launching and managing a fund seamlessly.

Client Centric Size. Partnering with an experienced, boutique administrator that can provide a personalized service based on your specific needs may be a better fit over a much larger administrator firm with technology one-fit all solutions. BlueStone’s size allows our administrators the ability to quickly align our services with your needs and expectations, allowing your team to focus on core priorities of driving investment decisions, raising capital, and increasing investor returns.

Credibility.  You need to ensure that the fund administrator has effective controls in place to ensure efficiency and reliable financial reporting including compliance with laws and regulations, in addition to secure solutions for working with your data. At BlueStone Services, your knowledgeable fund administrator works as an extension of your team, managing your business and fund operations over the lifecycle of your fund. The exceptional accounting, administration and advisory support delivered by them and the BlueStone team helps fulfill regulatory, financial and tax reporting obligations while strengthening accuracy and promoting transparency.

It depends on the needs of the client; in most cases we generally provide support that includes fund operations and financial reporting to stakeholders from capital calls and quarterly reporting to working with K1s.

We are committed to being customizable and tailored to your needs. We personalize our operational processes and match you with the team member best-suited for your unique needs.

It entails notifying the investor of the call, processing and transferring the funds, and providing confirmation of the completed transactions. Successful deals depend on the ability to move faster, drive rapid and strategic growth, and create greater value throughout the transaction lifecycle. Let our experienced BlueStone’s administrators provide quality and seamless capital call management services so you can focus on actional results for all stakeholders.

Your administrator will oversee collecting and managing documents for audit and tax preparation purposes. BlueStone’s team can work with any third-party assurance or tax partner; or we’re happy to provide introduction to our parent company, KatzAbosch, a 50-year-old regional CPA and business advisory firm for your assurance and tax needs if appropriate.

Outsourcing some of the more “middle-back-office” responsibilities to a fund administrator helps you control your costs, drive growth, satisfy investor demands and achieve operational efficiency.

BlueStone specializes in providing exceptional outsourcing services for private investors near you. Strategically located in Maryland, our three office locations offers seamless connectivity  locally and to the surrounding regions. On a national scale, our virtual approach ensures continuous, seamless interaction with your business, giving you confidence that we are effectively working on your behalf, no matter the distance.