Advisor Desk

At Krusen Capital, there is a specialty team designed to support the Registered Investment Advisor.
Central source to coordinate all manager information and analysis
> Manager presentation, DDQ and Letters
> Due diligence overview
> Historical performance versus benchmarks
> Correlation analysis versus custom asset mix
> Manager's audited financial statements
Facilitate the document preparation and submission process
> Subscription agreement
> Limited Partnership agreement
> Anti-money laundering review
Oversee the client on-boarding process
> Provide client website access
> Confirm investment activity
Monitor performance and provide logistical support
> Webinars
> Manager in-house meetings
> Manager conferences
> Information on new products and funds

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Tel: 212-823-0809 |  Fax: 646-490-2275 |  Email: | 320 Park Avenue, 18th Floor, New York, NY 10022