The investment industry is evolving, and Managers, General Partners and Chief Financial Officers have found it necessary to adapt in order to meet the rising information and transparency needs of its Limited Partners. To compound matters, the ever-changing requirements being handed down by regulators, accounting governing bodies and taxing authorities have made things even more challenging in the realms of compliance and security.

In response, an increasing number of investment firms have turned to an independent, outsourced solution for their answer. This movement has proven to be more efficient, scalable and cost effective than in-house recruiting and investing in the latest technologies. In addition, certain Limited Partners are requiring investment managers to have independent fund administration.

Quercus Canyon’s primary expertise was founded upon fund administration services. Our entire team has previously worked on “the other side of the desk” for an investment manager, and collectively have backgrounds with Big Four firms and working at investment or commercial banking institutions.  Our team utilizes current accounting platforms and secure web-reporting tools to meet the varying needs of our clients and their stakeholders.

Our mission is to excel at understanding and anticipating the unique needs of every client. We maintain a professional, responsive, high-touch relationship while delivering services and solutions that consistently exceed expectations.