Venture capital fund administration11/16/2023 ![]() Gary is a graduate of the University of Cincinnati and is a Certified Public Accountant (Inactive). Prior to that, Gary was an Audit Manager at Ernst & Young responsible for the investment management practice in the Ohio Valley area. He is an experienced leader in the fund services industry responsible for growing businesses, leading teams, operating model design and implementation, product development, relationship management and regulator interaction. During his 16 years there, he had increasing responsibilities in several different leadership positions including areas such as alternative investment fund services, European fund services, and U.S. Prior to joining Ultimus, Gary was head of North American Operations at another large fund service provider where he was responsible for service delivery for all clients in the region. In his role, Gary works closely with the executive management team to ensure the operational delivery of Ultimus’ client centric services and solutions. As Chief Executive Officer, Gary is responsible for providing strategic leadership to the company, then oversees the implementation and progress of those plans. FD-FA is affiliated with Frazier & Deeter, an award-winning Top 50 accounting and advisory firm. FD-FA is headquartered in Philadelphia, Pennsylvania. FD-FA offers a robust suite of services, including fund accounting, investment reporting, tax administration, valuation services, investor servicing, company reporting and portfolio analytics and other services. For more information, please visit About FD Fund AdministrationįD Fund Administration provides highly customizable fund administration services to meet the needs of complex real estate and private equity funds. ![]() ![]() We also place a premium on client service, so our team is available to our clients to grow smart solutions the way they need. Based on our clients’ firm size and investment style, we tailor our suite of solutions to match our clients’ portfolio monitoring, cash flow analytics, and benchmarking analysis needs. Private equity and venture capital funds use our intuitive portfolio monitoring platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and, ultimately, competitively position their firm. I look forward to seeing all we can deliver for our clients, together.” About CobaltĬobalt is private capital’s key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. “FD Fund Administration and Cobalt share the same goal: delivering clear value for private capital GPs with market-leading technology and services. Their history of bringing innovative technology solutions to their clients, along with the connection with a nationally-ranked CPA firm, further represents a powerful combination to support fund managers,” said Hank Boggio, Chief Commercial Office of Cobalt. “FD Fund Administration is a recognized leader in providing mission-critical fund administration services to private equity and venture capital firms. Fund managers use Cobalt’s platform to gain operational efficiencies, address investor and management reporting demands, and understand what drives performance on their funds. As a leading fund administration provider, we have taken a “platform independent” approach to identifying and deploying world-class technology solutions for the benefit of our clients,” noted Robert Woosley, National Practice Leader for FD Fund Administration.Ĭobalt’s portfolio monitoring platform allows private capital firms to efficiently collect, analyze, and report on fund and portfolio company performance data and KPIs. “Cobalt provides a best-in-class portfolio monitoring solution to private capital firms. “Cobalt’s solutions will allow our clients to gain critical operational efficiencies and address increasingly complex LP and management demands,” said Tom DiEgidio, Partner of FD Fund Administration. (“Cobalt”), a leading provider of portfolio monitoring for the private capital industry, and FD Fund Administration, a leading private equity fund administrator, jointly announced today a strategic relationship to help private equity and real estate firms modernize their ability to collect, analyze, and report on fund and portfolio company performance data and KPIs. Leading Fund Administrator to incorporate Cobalt’s portfolio monitoring solution to Private Equity and Real Estate FirmsĬobalt Software, Inc.
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