Americas

TMF Group’s fund services business in the Americas region offers a boutique service with the added benefit of access to, and support from, a leading global multiline service provider. Our tailored approach is known in the industry as having a ‘white glove’ service orientation.  
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Our experts have a long track record of success serving smaller and startup managers, as well as middle-market sponsors and large, multi-jurisdictional, multi-product fund management firms.

We have more than 2,250 employees in the Americas, including experts in providing fund administration and corporate services across private equity, venture capital, real estate, private debt and infrastructure funds, as well as funds of funds.  

Our team is adept at using an array of technology platforms including Investran, Investment Café, Dynamo, Xero, Juniper Square, Backstop, Intralinks, NetSuite and QuickBooks.  

Because no two clients are exactly alike, TMF Group has adapted to provide a flexible service model which can be tailored to each fund manager’s needs.  We can offer bespoke solutions, supporting a client’s needs rather than pushing them towards our own operating model.

Traditional outsourcing

Helping either startup managers or established sponsors to create or transition to an efficient outsourced fund accounting and investor reporting model.

Reverse sourcing

Taking on the daily fund administration work of an established manager but leaving the data in the manager’s accounting ledgers and logging in remotely.

Operational lift out

Offering a full, traditional outsourcing model, under which TMF Group takes on the in-house staff as employees to enable the same people to continue doing the work for the fund and investors.

With subject matter experts in offices from Canada to Brazil, our multi-jurisdictional expertise also makes TMF Group the preferred partner for local administration services, including the ability to cater for all of your regulatory and accounting requirements.