Locations

North America

United States

Coast to coast support

With more than 1,600 employees across 9 offices, we’ll assist you with tapping into the vast private debt, real assets, and private equity capabilities the US market has to offer. In addition to domestic ambitions, our teams are expertly skilled in helping clients execute their plans for international expansion.

Tap into decades of experience

Over the years, our acquisitions of Investors Economic Assurance (IEA), Strata Fund Solutions, IPS Fund Services, Cortland Capital Market Services, and Carta Fund Services have solidified our presence and expanded our offering in the United States.

9

Offices

1,600+

Employees

$1.5tn

Assets under administration

15,500

Structures under administration

Our locations

225 West Washington Street
9th Floor
Chicago, IL 60606

1289 City Center Drive
Suite 100
Carmel, IN 46032

500 5th Ave
New York, NY 10110

135 South State College Blvd
Suite G-110
Brea, CA 92821

9 Old Kings Highway South
Darien, CT 06820

8000 Avalon Blvd,
Suite 100 and 200,
Alpharetta, GA 30009

257 E. 200 S.
Suite 1300
Salt Lake City, UT 84111

372 24th Street
Suite 220
Ogden, UT 84401

60 State Street
13th Floor
Boston, MA 02109

Key contacts

Jessica Mead

United States

Regional Executive North America

Contact by LinkedIn
View bio

Tom Gandolfo

United States

Head of Sales & Relationship Management North America

Contact by email Contact by phone Contact by LinkedIn

Beata Konopko

United States

Head of Debt Capital Markets, North America

Contact by LinkedIn

Jared Broadbent

United States

Head of Fund Services, North America

Contact by LinkedIn

Luke Newcomb

United States

Head of Credit & Structured Products, North America

Contact by LinkedIn

Get in touch with our team in the United States

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