Strategic consulting

Strategic ConsultingThere is a difference when you work with people who have sat on trading desks, managed money, raised assets and developed products in all the major global jurisdictions.

The A&C Advisors team brings more than 25 years of real investment management experience to both new and existing fund managers. We work on all aspects of fund creation, development, marketing, and operations. The A&C team works with new managers to create structures, develop marketing plans, set up operations and choose service providers. The A&C team works with existing managers to solve operational problems, advise on new product launches and service provider evaluations.

Fund governance

Fund governance

A&C provides solutions to the global investment management industry with a team of highly experienced independent directors.

Independent directors serve an important function that ensure the manager is always acting in the best interest of its investors. A&C’s directors have more than 20 years of direct investment management and operations experience. They have worked on trading desks, served as portfolio managers, ran fund operations, and worked extensively in compliance. Our team consists of real industry professionals who understand how funds work, what managers are supposed to do, and most importantly, that a director’s role is more than simply signing documents.

Board support services

Board support servicesA&C provides investment funds with board support services to make meetings run smoothly and efficiently. We work with managers to ensure all materials are provided to all participants in a timely and secure manner so meetings can be more productive. We provide all the services one needs for a successful and efficient meeting including meeting scheduling, agenda setting, distribution of board materials and minute taking.

Partnership representative

Partnership representativeA&C Corporate Services provides non-US fund managers and foreign partnerships with a designated representative to meet the IRS requirements of a substantial presence in the United States.

A&C will provide the Partnership with:

  • A designated U.S. individual with taxpayer identification number
  • A U.S. telephone number and U.S. street address for correspondence and contact
  • A designated U.S. individual to meet in-person with the IRS and a commitment to respond to their requests in a timely manner
  • A designated U.S. individual to execute and file required documents with the IRS
  • On-going consulting services related to audit and other matters

Corporate services

Corporate servicesA&C Advisors provides investment managers and their attorneys with the expertise they need to create, administer and manage all of their corporate services with a single point of contact. Leveraging our more than twenty years of experience in the investment management industry and our national network, A&C works with clients to provide accurate and complete services to set-up, manage and maintain entities throughout the entire United States.

A&C offers the following corporate formation and monitoring services for clients in all 50 states:

  • Entity Formations and Registrations
  • Articles of Incorporations for Corporations
  • Registered Agent services
  • Contract Agency services
  • Corporation kits
  • Publication services
  • EIN acquisitions
  • Annual Report filings
  • Filing of documents to Insure Good Standing
  • Partnership Representative Services


A&C Advisors provides independent, accurate, and complete advice, guidance and support to the global investment management community by providing our clients with professional directors, fund governance services and strategic consulting services. The A&C Advisors team provides a high level of personal service to investment firms to ensure they get accurate and complete information to operate in the constantly evolving regulatory environment. Our team will monitor and track all state due dates to ensure compliance and maintenance of good standing. Additionally, A&C teams are experienced in risk management, investment management operations, capital-raising and product development.