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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Contact the Regional Director in your area:

Client Service Hours: Monday - Friday 8:00 a.m. - 4:30 p.m. CT
ALL
Consulting
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

949.333.0879
Other
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
 

312.469.0135
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

212.656.6846
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

908.273.4545
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

415.370.6208
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

317.819.5526
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

919.654.6900
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:
Jasinda Bryden
18029 Calle Ambiente, Suite 519
Rancho Santa Fe, CA 92067

858.869.1099
Other
APMEX, Inc.
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

800.375.9006
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

860.435.2255
Accounting, Audit, Consulting
BDO, LLP
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

310.557.8261
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
Other
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

214.484.0150
Technology
ByAllAccounts
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

800.886.1749
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

973.701.8033
Other
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

413.549.3324
Other
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

888.518.7596
Accounting, Audit, Consulting
Cohen Fund Audit Services
Cohen Fund Audit Services provides audit and tax solutions for mutual funds, hedge funds, investment advisors and service providers.

Primary Contact:
Mark Schikowski, CPA
1350 Euclid Avenue, Suite 800
Cleveland, OH 44115

216.649.1700
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

888.541.9694
Consulting
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

619.278.0020
Fund Administrator
Cortland Fund Service
Cortland offers a comprehensive fund administration solution to credit funds, proprietary trading, and alternative investment managers.

Primary Contact:
Dan Hart
225 W. Washington, Suite 2100
Chicago, IL 60606

312.564.6065
Crowdfinance Platforms, Platform Service Provider
Crowdentials
Regulatory Compliance for software for the JOBS Act.

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

440.829.2672
Consulting
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

888.395.0809
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

415.974.6000
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
 

415.357.4214
Real Estate
Entre Commercial Realty, LLC
A full service commercial real estate organization providing brokerage services, construction management and property management focusing on the industrial market.

Primary Contact:
Dan Jones
1930 Thoreau Dr., Suite 181
Schaumburg, IL 60173

847.310.4299
Other
First Associates Loan Servicing, LLC
Fastest growing third-party loan and lease servicer in the United States, offering a wide range of solutions for a variety of business and consumer asset classes.

Primary Contact:
Larry Chiavaro
15373 Innovation Dr., #300
San Diego, CA 92128

858.432.5114
Other
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

800.908.8845
Crowdfinance Platforms, Platform Service Provider, Real Estate, Technology
FNEX
The Private Securities Marketplace. Invest in trending venture backed private companies, hedge funds, managed futures, real estate, and other alternatives.

Primary Contact:
Loren Heger
30 S. Meridian St., Suite 250
Indianapolis, IN 46204

888.580.2588
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

888.818.0880
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

888.818.0880
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

877.424.9507
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

917.886.7060
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.

601 Montgomery Street, Suite 810
San Francisco, CA 94111

866.946.5638
Platform Service Provider
HedgeACT
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

312.952.0685
Consulting
HedgeAssist
Performs in-depth due diligence reviews for its institutional clients, including operational, regulatory and legal reviews.

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

858.997.0956
Other
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

212.920.3485
Legal
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

619.289.2880
Crowdfinance Platforms
LendingClub
Investing in Lending Club Notes can provide solid returns, low volatility and monthly cash flow in the form of payments of principal and interest.

71 Stevenson, Suite 300
San Francisco, CA 94105

888.596.3159
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

415-535-5896
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

866.856.6292
Compliance, Consulting, Legal
MarketCounsel
Business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial, independent investment advisors.

61 West Palisade Ave.
Englewood, NJ 07631

201.705.1200
Legal
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

781.904.2695
Other
Meridian-IQ
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

646.867.6460
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

303.410.4452
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 Boulevard, Suite 1100
Los Angeles, CA 90024

310.481.1205
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

866.735.6272
Crowdfinance Platforms
Onevest
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 Avenue South, Suite 10-001
New York, NY 10016

646.560.3221
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

646-274-1305
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

888.959.1465
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
Other
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

212.248.4500
Crowdfinance Platforms
Poliwogg
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

212.370.0535
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

484.278.4017
Crowdfinance Platforms
Prosper
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

877.611.8797
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
 

800.286.1602
Compliance, Consulting
Renaissance Regulatory Services, Inc.
Compliance & operational consulting and support services to private funds, investment advisers, broker-dealers, BDCs, and registered investment companies.

Primary Contact:
Bart McDonald
350 Camino Gardens Blvd., Suite 105
Boca Raton, FL 33432

561.368.2245
Compliance
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

561.674.0092
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

866.611.7638
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

800.453.6855
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

860.298.4500
Legal
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 Drive, Suite 1600
Newport Beach, CA 92660

949.725.4165
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
280 Shuman Blvd., Suite 190 
Naperville, IL 60563
 

630.355.7805
Legal
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

212.508.6701
Other
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

646.593.7259
Technology
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

415.871.0280
Other
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

858.509.7545
Crowdfinance Platforms, Platform Service Provider, Technology
WealthForge
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

804.308.0431
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

847.255.3500