Core Bridge Partners L.P. – Consulting & Operations Support

Consulting and institutional-quality front office operations support

What We Do

FUND LAUNCHES

Comprehensive front, middle, and back office coverage. You invest, we’ll do the rest.

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EXPANSION & FIRM GROWTH

Core Bridge allows emerging and modest-AUM managers to grow their businesses while keeping staff lean. We give fund managers peace of mind knowing the business side is being managed efficiently and at an institutional-quality level.

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PARTIAL OUTSOURCING

Every fund manager is unique. Going beyond traditional outsourcing solutions, we complete front office tasks and tailor a mix of traditional solutions to deliver exactly what your firm needs.

What you want, we get done; it’s that simple.

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Our Firm

Core Bridge Partners L.P. was founded in order to bring emerging and modest-sized alternative investment managers a solution to their COO, CFO and CCO needs.

Our Approach

Revenue cannot support in-house staffing, yet quality infrastructure is not optional. Core Bridge delivers the solution to this problem, becoming the backbone of your business. Across all types of funds and investment strategies, we manage the operational areas of the business in stride with the investment side.

Our Mission

Our goal is to remove the noise and pain points of running a business from the equation of whether managers succeed. Our drive is to be a core partner to your firm, bridging the gap operationally between your current AUM and your goal AUM. What you want, we get done; it’s that simple.

FUND LAUNCHES & TRADING

Core Bridge provides new and emerging portfolio managers the freedom to focus on investing client assets by seamlessly addressing the operating needs of the business. We establish the backbone of your organization efficiently and cost-effectively, so you can focus on building a performance track record. Key issues addressed include:

OPERATIONS

Monthly Fund Closings
Treasury
Investor Reporting
Commissions Management

GOVERNANCE & ADMINISTRATION

Entity Structuring & Formation
Regulatory Filings & Registrations
Contract Negotiation
Compliance

VENDOR MANAGEMENT

Audit/Tax
Administrator
Prime Brokers
Legal

EXPANSION & GROWTH

As your business evolves, so too does its needs. Collective experience at Core Bridge spans single concentrated domestic portfolio firms with single-digit AUM, to multiple-portfolio globally-trading multi-billion dollar firms. With Core Bridge in place, the intangibles to success are narrowed to how well you manage the portfolio.

Our three-step approach:

MAP THE PLAN

We assess your business holistically to understand its strategy and clients, and then outline a systematic approach to establishing or evolving infrastructure.

EXECUTE & DELIVER

We then roll up our sleeves to make the plan a reality. Producing deliverables and managing timing and expectations, we create progress with as much or as little management involvement as desired.

MAINTAIN

Core Bridge serves as a permanent resource for outsourced areas to ensure high standards are maintained and our clients’ operations remain in good hands.

PARTIAL OUTSOURCING

For firms that need to bridge a gap in their organization or simply get coverage without the increased payroll, Core Bridge pares its full scale offerings down to specific areas of the business:

Get in touch

We would love to hear from you!

732-798-2269
Office Address

125 Half Mile Rd.
Suite 200
Red Bank, NJ 07701

Consulting and institutional-quality front office operations support

What We Do

FUND LAUNCHES

EXPANSION & FIRM GROWTH

PARTIAL OUTSOURCING

Our Firm

Our Approach

Our Mission

FUND LAUNCHES & TRADING

OPERATIONS

GOVERNANCE & ADMINISTRATION

VENDOR MANAGEMENT

EXPANSION & GROWTH

Our three-step approach:

MAP THE PLAN

EXECUTE & DELIVER

MAINTAIN

PARTIAL OUTSOURCING

Portfolio Accounting

Compliance

Investor Relations

Treasury

Audit /Tax Oversight

Firm Accounting

Get in touch