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KELTON PARTNERSINTELLIGENCE
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WHO WE SERVE · HF

Operational control for fast-moving investment firms.

Hedge fund operations connect investment teams with prime brokers, executing brokers, custodians, banks, administrators and investors. Kelton Partners Intelligence helps make those connections more visible, controlled and scalable.

COMMON PRIORITIES

Control designed around the real operating environment.

  1. Timely trade, position and cash visibility
  2. Multi-counterparty reconciliation and exception ownership
  3. Administrator oversight without unnecessary duplication
  4. Reliable recurring operating and investor reporting
  5. Scalable workflows for growing funds and lean teams

RELEVANT SERVICES

Capability configured around the mandate.

Fund accounting support and administrator oversightTrade operations and settlement monitoringCash, position and transaction reconciliationException management and operating reportsData consolidation across PBs, administrators and internal filesCustom AI-enabled operating tools

ILLUSTRATIVE FIRST ENGAGEMENTS

Begin with one workflow that creates visible value.

01

Design an administrator oversight and NAV review workflow

02

Consolidate daily broker and administrator data into one exception view

03

Replace a manual reconciliation workbook with a controlled process

04

Build a recurring investor or management reporting workflow

Discuss your hedge fund operations

We will help define a practical first engagement.

Book an Operating Review