On this page you will find information about service providers used by emerging managers. Directly below is a list from a survey MIT did of 40+ emerging managers via Twitter. Below that is a list of service providers used by MIT's actual current emerging managers.
In spring 2021 we conducted a survey of emerging managers via Twitter. The purpose of this survey is to help emerging manager stockpickers identify service providers that work well with newer, smaller stockpicking firms. We hope you will find at least one tidbit of information here that makes your firm better. All views contained in this document are expressed by emerging managers who filled out the survey, not MITIMCo, and MITIMCo does not endorse any views contained within.
Do you have a service provider you highly recommend? Please feel free to email it to me via the link on the contact page.
Sorted by location of the recommending emerging manager
OUTSOURCED BACK OFFICE
Below please find a list of key service providers used by MIT's current emerging managers. *This does not constitute a recommendation by MIT. You must vet and select service providers on your own.*
ACA Compliance Group (commonly used)
Optima Partners (commonly used)
Duff & Phelps
Note: smaller investment firms except from full registration often use their lawyers as compliance consultants
Middle office support
*more to come*
Below is a list of other tools used by emerging managers who responded to the survey