The Great Lakes Fund Solutions Difference… High-Touch, High-Tech Excellence We take immense pride in our innovative High-Touch, High-Tech approach to delivering industry-leading transfer agency and fund administrative services. It's a strategy that brings you the best of both worlds - a client-centered team of experts, coupled with state-of-the-art technology that ensures seamless, secure, and precise workflows. Through close collaboration with your team, we tailor our solutions to construct a technology-enhanced plan that aligns with your brand. High Touch: Our commitment to understanding your fund's unique needs is at the core of our High-Touch philosophy. Located within the Chicago area, our dedicated team of professionals is easily reached by phone or email to address your individual requirements, answer your questions, and guide you and your distribution partners through every step of the process. With an on-site presence and a responsive contact center, investors and advisors can rely on us for knowledgeable support throughout the week. From the moment you embark on our partnership, we prioritize clear communication, eliminating any potential confusion and aligning our goals. Recognizing that each client is unique, we invest the time to comprehend your specific offering documents, tailoring solutions to your precise needs. Together, we'll build an efficient process capable of seamlessly tracking your capital raising needs. High Tech: Our commitment to efficiency, accuracy, and security finds its home in our cutting-edge technology. Our advanced digital systems streamline payment requests, record keeping, and reporting - minimizing the potential for errors and delays. Supported by our in-house IT Team, we ensure prompt and reliable services while upholding the highest standards of data security and compliance. At the core of our tech arsenal is eSuperior, a proprietary solution developed in-house to flexibly cater to the unique creative aspect of your vision for presenting fund information. Featuring tiered access, this system offers real-time reporting and complete online transparency, accessible from both desktop and mobile devices. We offer additional comprehensive solutions including Fund Showroom, a secure Due Diligence Data Portal with user analytics and reporting, as well as an Advisor Marketing Site designed to streamline the sales process. Each can host videos, news releases, reports, organizational charts, and other sales materials - all thoughtfully customized to reflect your unique branding and requirements. Our High-Touch, High-Tech approach has been honed over 40 years, assuring the delivery of top-tier services while remaining flexible enough to adapt to your unique capital-raising needs. #AlternativeInvestments #HighTouchHighTech #TheGreatLakesDifference #FundServices #FinancialInnovation
Great Lakes Fund Solutions, Inc.
Financial Services
Lake Villa, IL 499 followers
We offer Fund Administration, Investor Support and IT Services for public and private Alternative Investment Programs.
About us
Great Lakes Fund Solutions is a business process outsourcing firm that serves as a fund administrator, transfer agent and IT services firm for alternative investment funds that are distributed through broker/dealer, registered investment advisor (RIA) and wholesale networks. We provide back-office and IT services to public and private non-traded REITs, private real estate partnerships, oil & gas partnerships, managed futures funds, funds of hedge funds, business development companies (BDCs) and other direct investment vehicles. Our eSuperior system is offered as a stand-alone product on a hosted basis for fund sponsors that wish to do their own investor servicing or as part of an extensive service that includes sales material fulfillment, compliance support, investor services staffing and a call center for investors and advisors. Great Lakes Fund Solutions is the ideal partner for a fund sponsor that is looking to respond to the challenging environment for marketing alternative investment products by appealing to the mass affluent market. Marketing support services that we provide for direct investment fund sponsors include: - FundShowroom.com - a streamlined, multimedia data room with role-base access - CRM System Hosting - we host the open source vTiger platform for clients - Crowdfund-Style Subscription - eSuperior has a Crowdfund-style front end that is under development called CrowdKey. It allows fund sponsors to attracts accredited investors using multi-media content. History: The company entered the transfer agency business for Commodity Pools in 1982 under the name Marcal Systems Corporation using a proprietary back office system. Heinold Asset Management, a pioneer in commodity pools, was the company’s first fund administration client. We were visionaries in the use of the worldwide web by financial services companies, launching our web-based user interface in 1999. See our web site: www.glfsi.com
- Website
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http://www.glfsi.com
External link for Great Lakes Fund Solutions, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Lake Villa, IL
- Type
- Privately Held
- Founded
- 1972
- Specialties
- Hedge Fund Administration, Back and Middle Office Outsourcing, Managed Futures Fund Administration, Transfer Agency, Web Site Hosting, Marketing Materials Fulfillment, Fund Startup Consulting, Sales Commission Calculation, Selling Agent MIS Support, CRE Equity Software, Energy Fund Administration, and Real Estate Fund Administration
Locations
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Primary
500 Park Avenue
Suite 114
Lake Villa, IL 60046, US
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891 Union Street
Suite 2
Brooklyn, NY 11215, US
Employees at Great Lakes Fund Solutions, Inc.
Updates
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We're looking forward to attending the upcoming 2024 Alternative & Direct Investment Securities Association (ADISA) Annual Fall Conference from October 7-9th in Las Vegas, NV. https://lnkd.in/dM9SEZtb Looking forward to seeing you there! #ADISA #AlternativeInvestments #Conferences2024
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As we move into the Fall and get towards the end of the year, we get very busy with clients, launching new alternative investment programs. A Sunny Friday in mid-September is a good time for us to pause and have a staff picnic! Many thanks to our clients and talented staff for helping investors meet their goals and for helping to make Great Lakes Fund Solutions a fabulous place to work. 🙏 #companypicnic #workbreak #strongteam #fundadministration #transferagent #alternativeinvestments
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Great Lakes Fund Solutions is looking forward to attending the FactRight Annual Due Diligence Conference coming up, September 11th-13th in Nashville, TN. See you there! https://lnkd.in/gQbrWJyv #FactRight #DueDiligence #AlternativeInvestments #Investing #Conferences #PrivateMarkets
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"Neither rain, nor sleet, nor computer glitches messing up the airplanes shall stay these service providers from the swift completion of their duties." -United States Postal Service Creed The airlines had different plans but we still made it! Don't forget to swing by our booth at ADISA's Alts Research & Due Diligence Forum in Boston, Massachusetts to speak more with Mark on our Fund Administration Services. #ADISA #DueDiligence #AlternativeInvestments #Conferences2024
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Great Lakes Fund Solutions is looking forward to attending The National Due Diligence Association (TNDDA) Due Diligence Conference this upcoming weekend, from July 12-14th in Scottsdale, Arizona. Stop by our booth for a quick chat with Samantha Brookes, Associate Director of Business Development. We look forward to seeing you there! https://lnkd.in/eC6XqDHp #TNDDA #DueDiligence #AlternativeInvestments #Conferences2023
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A big thank you to everyone who joined us for the Lemonade Stand this past weekend! Missed it? You can still donate through the link here: https://lnkd.in/giZEU8wU #ChildhoodCancerAwareness #FightAgainstCancer #LeukemiaAwareness #StandUpToCancer #CommunitySupport
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Don't forget to swing by the Lemonade Stand this Saturday in support of Kinsley and Emmy's battle against Childhood Cancer! Great Lakes Fund Solutions, Inc. is proud to stand beside Kinsley & Emmy in their fight against childhood cancer. Diagnosed with Acute Lymphoblastic Leukemia only one month apart, these courageous young girls are facing a battle no child should ever have to endure. Join us in standing up against childhood cancer and showing our support! Can’t make it? You can still help by donating through the link below! #ChildhoodCancerAwareness #FightAgainstCancer #LeukemiaAwareness #StandUpToCancer #CommunitySupport
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Great Lakes Fund Solutions, Inc. is proud to support Kinsley & Emmy in their courageous fight against childhood cancer. Diagnosed with Acute Lymphoblastic Leukemia just one month apart, these brave young girls are confronting a battle no child should ever have to face. Let's bring some childhood fun back into their lives by swinging by their lemonade stand this weekend. Join us in standing up and showing support against Childhood Cancer! Can't make it? Feel free to offer support by donating through the link below! #ChildhoodCancerAwareness #FightAgainstCancer #LeukemiaAwareness #StandUpToCancer #CommunitySupport
Kinsley Crushes Cancer
alexslemonade.org
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Don’t forget to swing by and see us at ADISA! #ADISA #AlternativeInvestments #Conferences2024