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Case Studies
Existing Mutual Fund
Start-up Mutual Fund
Existing Hedge Fund
Start-up Hedge Fund
Existing Hedge Fund

The Situation

A prominent NY-based investment management firm managing over $8 billion in assets was unhappy with the service they were receiving from their large, well-known hedge fund service provider. The fund invests in distressed CMO debt, which makes it complicated to service.

How Gemini Helped

Gemini was brought in to service the complicated hedge fund. Our expert staff was able to provide the service levels they expected with ease. Gemini was able to do this without increasing the amount of fees they had paid their previous provider. Because of their positive experience with Gemini, we were able to start a new hedge fund for the investment firm just recently.

The Benefits

At no extra cost to the hedge fund, the investment management firm was able to receive the superior service they expected for a very complicated fund. When it was time for them to bring another hedge fund to market, they already had an established relationship with a provider they could trust.