Our experience with SG Fund Administration has been nothing short of outstanding. Uniquely, SGFA has exceeded our expectations with both the quality and alacrity of their work. And this characterization is not the simple reflection of one individual, but of literally every single individual at the firm with whom we have had the pleasure of interacting.

In an extremely competitive industry such as money management, it is truly an asset of great value to have a “silent partner” with the attention to detail and the crisp sense of urgency that Team SGFA has given us. That is the result of insightful and dynamic leadership.

In the Fund Administration business, they have been profoundly flexible in allowing us to customize their services to our needs and desires, and in that process, they make us look better and smarter than we otherwise would appear without them.

In short, SGFA is solutions-driven with excellence and efficiency in the fabric of everything they do. That makes for a great partnership and for lasting professional relationships.

HLG Capital Management - JS, CIO & CFO

Our firm is a very satisfied client of SG Fund Administration. As a portfolio manager, part of my role is to assess the risks of, and extract value from, each investment that we make.
Retaining a firm to handle complex global professional services requires a significant investment on the part of the fund manager. The Fund’s entire business rests in their hands… including the investment manager’s career and reputation with their investors. This investment is over and above the fees that are paid to the service provider.
The investment manager is completely reliant on the formation and administration service providers to execute on the fund formation project and for the ongoing fund administration and shareholder services.
Our relationship with SGFA has mitigated the risks associated with execution on these fronts. Partnering with SGFA has provided an immeasurable rate of return to RP Capital Management.

RP Capital Management - VM, CIO & MP

We have been a client of SGFA for a number of years, and SGFA’s team never ceases to amaze when our firm has a need. Their level of intelligence and experience in a complex industry is unmatched.

They have assisted our firm with everything from investment advisory, fund administration and prime brokerage services.

SGFA provides a customized, comprehensive institutional solution for each of their clients and couple their solution with high touch and responsive client service at a professionally acceptable price.

Their business model aligns their interest with those of their clients, and they strive to help their fund clients grow their AUM and their business.

I can’t stress enough how invaluable our relationship with SGFA has been. We would clearly recommend SGFA to any investment manager that is looking to establish a fund.

HA Management - MH, President & CIO

Key Clients

  • Tocqueville Asset Management
  • Dreman Value Management
  • Gray & Company
  • BlueFlame Global Wealth Management
  • Kirkwood Family Office
  • Barker Pacific Group


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