OCA offers a full suite of operational, compliance and accounting services for private fund managers. we can provide complete c-suite services or fill just the roles you need staffed. we can also assist with projects to build out your firm's institutional infrastructure.
Our professionals leverage decades of industry experience to provide an institutional solution for smaller funds seeking to fill their CFO, COO and CCO roles.
Funds can access expertise and operational infrastructure that would otherwise come at a potentially prohibitive cost.
OCA allows managers to focus on their strategy by handling all non-investment issues that private funds face. The OCA partners have managed growing funds and understand what’s required to meet the demands of allocators.
Fund Launch: Launching a fund is an involved undertaking and can be aided by personnel not necessarily needed after the infrastructure is in place. OCA can assist in all aspects of a fund launch including documentation creation, service provider selection and setup and creation of operational processes.
Compliance Services: Our team can provide ongoing consulting on the complex compliance issues which today’s funds face or provide a review of current policies and procedures. We can assist with required annual reviews or the creation of the firm’s compliance program.