Millennium Alternative Investment Network®

Resource Center For Professionals

The purpose of this Resource Center is to provide you with access to companies that provide services related to alternative assets. It is our intent and hope that the Resource Center will grow to be a tool where you can find a brief description of a significant number of service providers in all its categories. In the meantime, note there is no special significance to be attached to the fact that only one or a small number of service providers may appear in a given category.
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Client Service Hours: Monday - Friday 8:00 a.m. - 4:30 p.m. CT
1 Oak Advisory & Whole Loan Training
Loan sale advisor that provides asset analysis on performing, re-performing, and non-performing residential mortgage investments.

Primary Contact:
Michael A. Soliz, Jr.
3991 MacArthur Blvd., 4th Floor
Newport Beach, CA 92660

Accredited Investor Markets
Educational resource about crowdfunding, angel investing, venture capital, private equity, private shares, and other investment classes beyond stocks and bonds.

1954 First Street, Suite 178
Highland Park, IL 60035

Crowdfinance Platforms, Platform Service Provider, Technology
ACE Portal
Enables qualified investors to identify and review private investment opportunities marketed by investment banks and other placement agents.

Primary Contact:
Victor Sowers
11 Wall Street
New York, NY 10005

Fund Administrator
Advanced Fund Administration
Fund administrator in the U.S., Cayman Islands & BVI providing a comprehensive and cost effective turnkey solution, as well as offshore legal and advisory services.

Primary Contact:
Joseph Levato
51 Summit Avenue
Summit, NJ 07901

Fund Administrator
Affinity Fund Services, LLC
Provide accounting and administrative services, such as preparing funds financial records and annual financial statements to domestic hedge funds.

Primary Contact:
Amy Zhang, CPA
100 Pine Street, Suite 1250
San Francisco, CA 94111

Fund Administrator, Platform Service Provider, Technology
AFO - Archway Finance and Operations
Private Fund administrator that provides accounting and investment operations for Hedge Funds, Fund of Funds, PE Funds, Managed Accounts and Private Banks.

9100 Keystone Crossing, Suite 830
Indianapolis, IN

Accounting, Audit, Consulting
Akram & Associates PLLC
Provides audit, accounting and tax services to hedge funds, private equity and venture capital funds.

Primary Contact:
Muhammad Akram
201 Shannon Oaks Circle, Suite 200
Cary, NC 27511

Fund Administrator
Alpha Alternatives, LLC
Fund Accounting, Portfolio Reconciliation, Transparency Reporting, Transfer Agent Services, AML Monitoring, Secure Online Reporting, and other specialized services.

Primary Contact:
Mitchell Little
PO Box 5005-PMB 146
18029 Calle Ambiente, Suite 519
Rancho Santa Fe, CA 92067

A leading national precious metals dealer that provides full service and support for precious metals transactions in IRAs.

Primary Contact:
Pete LaTona
226 Dean A. McGee Avenue
Oklahoma City, OK 73102

Consulting, Technology
Ascendant Compliance Management
Compliance consultants, conference + education providers, and compliance technology creators. Providing customized, comprehensive risk and operational solutions.

Primary Contact:
Melissa Maleri
194 Main Street
Salisbury, CT 06068

Accounting, Audit, Consulting
Provide complete accounting services to broker dealers, financial institutions, investment partnerships, private equity firms and investment advisors.

Primary Contact:
Kash Hussain
1888 Century Park East
Los Angeles, CA 90067

Crowdfinance Platforms, Platform Service Provider, Real Estate, Technology
Blackhawk Investments Corp.
Peer-to-Peer Lending platform where borrowers and investors can connect - a combination of Lending Club and eHarmony for real estate loans.

1793 Union Street, 2nd Floor
San Francisco, CA 94123

888.822.3888 ext. 1
Blue River Partners, LLC
Regulatory Compliance, Back-Office Operations, Fund Launch Services, Private Equity Administration, Tax Compliance, & Portfolio Company & Assets Accounting.

Primary Contact:
Harrison Blasé, CPA
1909 Woodall Rodgers, Suite 560
Dallas, TX 75201

Our open architecture solution uses artificial intelligence to gather and transform financial account data and deliver it to any financial platform.

Primary Contact:
James Carney
10 State Street
Woburn, MA 01801

Platform Service Provider, Industry Association
Celadon Financial Group, LLC
Full service broker dealer with an affiliated RIA. Specializing in hedge fund and prime brokerage services.

19 Center Street
Chatham, NJ 07928

Chartered Alternative Investment Analyst (CAIA) Association
The CAIA designation, is valued by top employers and recognized globally as the highest standard of achievement in alternative investment education.

Primary Contact:
Millissa Allen
100 University Drive
Amherst, MA 01002

Citadel Global Depository Services, Inc.
Provides safe, secure, convenient and economical storage of precious metal products through an exclusive relationship with Brinks.

Primary Contact:
Michael Garofalo
226 Dean A. McGee Avenue
Oklahoma City, OK 73102

Accounting, Audit, Consulting
Cohen & Company
Accounting and consulting firm serving private companies and the investment industry, including mutual funds, ETFs, hedge funds, private equity funds, and investment advisers.

Primary Contact:
Vince Curttright
101 N. Wacker Dr., Suite 605
Chicago IL 60606-1726

Compliance, Consulting
ComplianceWorks, LLC
Compliance Support firm, works with Investment Advisers and Broker-Dealers to implement the most effective and efficient compliance program for their firm.

5 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Core Compliance & Legal Services, Inc.
CCLS offers customized compliance consultation with practice areas including RIA, BD and Fund Compliance Programs, Cybersecurity, Marketing Reviews & Registration.

Primary Contact:
Michelle Jacko
1350 Columbia Street, Suite 300
San Diego, CA 92101

Fund Administrator
Cortland offers a comprehensive fund administration solution to credit funds, proprietary trading, and alternative investment managers.

Primary Contact:
Dan Hart
225 W. Washington, Suite 900
Chicago, IL 60606

Crowdfinance Platforms, Platform Service Provider
Regulatory Compliance for software for the JOBS Act.

Primary Contact:
Rich Rodman
1621 Euclid Ave., Suite 2150
Cleveland, OH 44115

DCI Solutions
Increases the profits of medium sized and middle market clients 3% to 10%, to maximize the clients' unseen SG&A discounts and tax refund opportunities.

142 South Shore Drive
Solana Beach, CA 92075

Fund Administrator
EisnerAmper Fund Services, LLC
Independent service provider of accounting and administration services to domestic and offshore hedge funds, fund of funds, private equity funds and family offices.

One Market, Landmark, Suite 620
San Francisco, CA 94105

Accounting, Audit, Consulting
EisnerAmper LLP
EisnerAmper is a premier provider of audit, tax and accounting services more than 1300 alternative investment funds from start-ups to established funds.

One Market, Landmark, Suite 620
San Francisco, CA 94105

Real Estate
Entre Commercial Realty, LLC
Full service real estate firm including brokerage, construction, and property management. We can assist with the purchase of real estate within a retirement portfolio.

Primary Contact:
Dan Jones
3550 Salt Creek Lane, Suite 104
Arlington Heights, IL 60005

First Associates Loan Servicing
First Associates offers in-depth industry expertise, cutting-edge technology and a comprehensive array of services across a variety of asset classes. We are the fastest growing servicer of loan and lease portfolios in the United States.

Primary Contact:
Larry Chiavaro
10182 Telesis Court, Third Floor
San Diego, CA 92121

First Western Federal Savings Bank
Provides Non-Recourse Real Estate Loans in all 50 States for investors using their Self Directed Retirement Accounts to purchase Buy and Hold real estate.

Primary Contact:
Roger St. Pierre
402 Main Street
Rapid City, SD 57701

Platform Service Provider
Foremost Capital Management
Managed Futures Platform that provides research and analysis for prospective investors. Retail and institutional investors accepted. Personal analysis from specialist available upon request.

28 N. Bennett Street
Geneva, IL 60134

Platform Service Provider, Technology
Foremost Trading, LLC
Platform of automated trading systems. Investors can research, sign up, start and stop all from one user-friendly website.

28 N. Bennett Street
Geneva, IL 60134

Geraci LLP
Geraci LLP is the nation's leading law firm focused on servicing the private lending industry including a nationwide practice which encompasses securities, lending compliance, loss mitigation and litigation for private lenders

Primary Contact:
Kevin Kim, Esq.
90 Discovery
Irvine, California 92618


Platform Service Provider
Gold Bullion International
Provides Wealth Managers an all-encompassing Precious Metals Solution to buy, sell, vault & deliver fully-insured Gold, Silver, Platinum & Palladium bars and coins.

Primary Contact:
Divnain Malik
225 Liberty Street, 29th Floor
New York, NY 10281

Accounting, Fund Administrator
Great Lakes Fund Solutions, Inc.
Outsourced alternative investment fund servicing through CrowdKey, a white-labeled Crowdfunding platform with integrated fund administration functionality.

500 Park Avenue, Suite 114
Lake Villa, IL 60046

Accounting, Consulting, Fund Administrator
HC Global Fund Services, LLC
Offers a broad range of mid and back-office services to the alternative investment community, including financial statement preparation & other consulting services.

Primary Contact:
Ghufran Rizvi
312 Sutter Street, Suite 601
San Francisco, CA 9410

Platform Service Provider
Offers unique Hedge Funds with $100,000 minimums and Research, Portfolio Modeling & Re-Balancing Tools to diversify qualified investor portfolios

Primary Contact:
Michael E. Griffin
325 W. Huron Street, Suite 300
Chicago, IL 60654

HedgeAssist, LLC
Performs in-depth Operational Due Diligence on alternative investment managers and the funds/accounts they manage, including hedge, private equity, and venture capital funds.

Primary Contact:
Arne Rovelle
18029 Calle Ambiente, Suite 519
Rancho Santa Fe, CA 92067

Insurance Decisions
The leading insurance resource for RIAs and Independent Advisors. We provide unique, independent, turn-key solutions for all insurance needs.

Primary Contact:
Kellan Finley
780 Third Avenue, 19th Floor
New York, NY 10017

Jacko Law Group, PC
JLG is a securities and corporate law firm focusing on examination & enforcement actions, private funds, RIA, BD and Fund formations and general corporate counsel.

Primary Contact:
Michelle Jacko
5920 Friars Road, Suite 208
San Diego, CA 92108

Fund Administrator
Maples Fund Services
A global fund services provider offering accounting, middle office, portfolio analytics and reporting, and regulatory compliance services.

Primary Contact:
Greg Knapp
201 Mission St., 12th Floor
San Francisco, CA 94105

Consulting, Platform Service Provider, Technology
Maren, LLC
Independent alternative investment group that offers transparency, liquidity, and rigorous risk management. Access to top-tier managers and funds at affordable minimums.

12707 High Bluff Drive, Suite 200
San Diego, CA 92130

Compliance, Consulting, Legal
Business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial, independent investment advisors.

61 West Palisade Ave.
Englewood, NJ 07631

McLane Law Firm
Specializes in the following areas: Bankruptcy, Restructuring and Creditor's Rights, Commercial Finance, Corporate, Education, Energy, and many others.

Primary Contact:
Peter Dunn
300 TradeCenter, Suite 7000
Woburn, MA 01801

Meridian-IQ delivers the deepest and most accurate Advisor, Agent, Broker/Dealer and Trust databases to maximize sales, recruiting, marketing & data operations.

Primary Contact:
Craig Katz
119 West 23rd Street, Suite 700
New York, NY 10011

Fund Administrator
MG Stover
Provides solutions for funds (Private Equity, Venture Capital, Hedge and Fund of Funds) as well as single and multi-family offices.

Primary Contact:
Gary Newlin
390 Interlocken Crescent, Suite 485
Broomfield, CO 80021

Accounting, Audit, Consulting
Moss Adams LLP
One of the 15 largest accounting and consulting firms in the United States. We have over 30 years of experience in the financial services industry.

10960 Wilshire Blvd., Suite 1100
Los Angeles, CA 90024

Real Estate
North American Savings Bank
NASB provides non-recourse financing to self-directed plans to purchase investment real estate. NASB is a Federal Savings Bank that lends in all 50 states.

903 E. 104th Street, Suite 400
Kansas City, MO 64131

Crowdfinance Platforms
Highly curated direct investment opportunities made available to investors, all of which have passed, and been approved through, a two-tiered due diligence process.

401 Park Ave. South, Suite 10-001
New York, NY 10016

Fund Administrator
Opus Fund Services
Enhance the operational management capabilities of hedge funds, fund of funds, managed accounts and private equity & real estate funds.

Primary Contact:
Jorge Hendrickson
535 Fifth Avenue, Suite 420
New York, NY 10017

Crowdfinance Platforms, Real Estate, Technology
Patch of Land
Provide short term lending loans with rates that start at 7.99%. Can provide 1-36 month interest-only terms and pre-funded loans that range from $100-$10M+.

1964 Westwood Blvd., Suite 350
Los Angeles, CA 90025

Accounting, Audit, Consulting
Patke & Associates, LTD
Audit & Tax Services for Investment Partnerships and RIAs. Our focus and commitment to the highest and best use of technology allow us to offer competitive pricing.

Primary Contact:
Ronald S. Niemaszyk
300 Village Green Drive, Suite 210
Lincolnshire, IL 60069

847.913.5400 x30
Pluris Valuation Advisors
Provide valuations of illiquid partnership interests, including hedge funds, PE and venture capital funds, fund of funds and secondary funds, and real estate funds.

Primary Contact:
Kyle Vataha
61 Broadway, Suite 1000
New York, NY 10006

Crowdfinance Platforms
Create innovative financial products that give institutional and retail investors the opportunity to invest in dynamic segments of healthcare and the life sciences.

420 Lexington Ave., Suite 920
New York, NY 10170

Consulting, Platform Service Provider
PPB Advisors, LLC
PPB Capital Partners LLC. is a leading fund design and management firm providing wealth managers access to the world of alternative investments.

2 Bala Plaza, Suite 603
333 East City Avenue
Bala Cynwyd, PA 19004

Crowdfinance Platforms
Prosper is a leader in marketplace lending. Prosper provides investors with meaningful returns by offering access to consumer loans from creditworthy borrowers.

101 2nd Street, Floor 15
San Francisco, CA 94105

Crowdfinance Platforms, Platform Service Provider, Real Estate, Technology
RealCrowd, Inc.
Platform that allows qualified investors to purchase institutional commercial real estate assets and perform due diligence and invest in a cloud-based environment.

Primary Contact:
Adam Hooper
559 Lytton Avenue
Palo Alto, CA 94301

RIA Compliance Group, LLC
RIACG provides affordable registration services and ongoing compliance assistance to registered investment advisers.

Primary Contact:
Ara Jabrayan
5301 N. Federal Highway, Suite 380
Boca Raton, FL 33487

Compliance, Technology
RIA in a Box
A leading provider of registration and compliance services to SEC and state-registered RIA firms across the country.

15 W. 26th Street, 4th Floor
New York, NY 10010

Platform Service Provider
RJ Oasis
Alternative investment services that satisfies the unique requirements of each client by offering customized value-added alternative solutions.

222 South Riverside Plaza, Suite 900
Chicago, IL 60606

Compliance, Consulting
RRS Compliance
Compliance & operational consulting and support services to private funds, investment advisers, broker-dealers, BDCs, and registered investment companies.

Primary Contact:
Bart McDonald
1515 S Federal Highway, Suite 306
Boca Raton, FL 33432

Accounting, Fund Administrator, Technology
SS&C Technologies, Inc.
Fund administrator providing the world's most comprehensive array of financial technology products and services under a public, independent, single platform.

80 Lamberton Road
Windsor, CT 06095

Stradling Yocca Carlson & Rauth, P.C.
Stradling is a Southern California based law firm providing investment fund formation services and tax services with over 120 lawyers.

Primary Contact:
Benedict Kwon
660 Newport Center Dr., Suite 1600
Newport Beach, CA 92660

Fund Administrator
Swiss Financial Services, Inc.
SFS provides personal, reliable and flexible services in the areas of fund setup and administration, fund accounting and investor services.  Other offices:  Ireland, Singapore, Switzerland.

Primary Contact:
Lynette T. Wheeler
40 Shuman Blvd., Suite 240 
Naperville, IL 60563

Tannenbaum Helpburn Syracuse & Hirschtritt, LLP
We advise investment managers, funds (private equity and hedge) and family offices on SEC, regulatory, registrations, M&A, LP due diligence, IP, tax and corporate.

Primary Contact:
Michael G. Tannenbaum
900 Third Avenue
New York, NY 10022

The Alternative Answer
Non-commercial educational site dedicated to providing unbiased, straightforward explanations of alternative investing strategies and asset classes.

Primary Contact:
Scudder Fowler
135 E. 57th St., 23rd Floor
New York, NY 10022

Trusted Insight
The world's largest platform for institutional investors with over 100,000 LP investor professionals in 98 countries.

Primary Contact:
Concierge Services
336 W. 37th Street, Suite 410
New York, NY 10018

Vantage Point Advisors, Inc.
Independent, corporate valuation firm that has completed thousands of engagements, and has significant transactional, operational and financial expertise.

12636 High Bluff Drive, Suite 120
San Diego, CA 92130

Crowdfinance Platforms, Platform Service Provider, Technology
Offers secure technology and white label solutions to streamline the process of raising capital online while reducing back office costs.

6800 Paragon Place, Suite 237
Richmond, VA 23230

Fund Administrator
Woodfield Fund Administration, LLC
Woodfield provides private funds with the service capabilities of a large firm, while treating clients with the care and friendliness of a small business.

Primary Contact:
Andrew Jones
3601 Algonquin Road, Suite 900
Rolling Meadows, IL 60008