Established Hedge Funds

Greyline’s professionals have decades of experience working with hedge funds ranging from emerging managers to some of the largest and most prominent financial institutions in the world. Our collective coverage spans the universe of trading strategies and asset classes, including:

  • Long/short equity
  • Long only/biased
  • Short only/biased
  • Global macro
  • Market neutral
  • Statistical arbitrage
  • Credit and distressed debt
  • Fixed income
  • Event driven
  • Merger arbitrage
  • Convertible arbitrage
  • Relative value
  • Quantitative
  • Options
  • Emerging markets
  • Special situations

With a fundamental understanding of these strategies, we can evaluate each firm’s unique regulatory risks, and structure a compliance program that is effectively tailored and commensurate with the likely level of SEC and/or NFA scrutiny. Basic compliance constructs are fairly simple; however, application of these principles requires a mastery of the underlying nuances, and that is where we thrive.

While the corporate structure of a traditional hedge fund is relatively straightforward, modern-day investment vehicle wrappers and fund complexes are often far more sophisticated, which adds incremental complexity to a firm’s compliance program. We can assist sponsors/managers in navigating the conflicts of interests, reporting obligations and other regulatory requirements related to master-feeder arrangements, parallel funds, funds-of-one, separately managed accounts (SMAs), co-investments, side pockets and other related concepts. As true partners, we help a firm think through decisions regarding matters such as trade allocation, fee and expense allocation, soft dollar arrangements, MNPI, valuation and custody, and ensure that its internal procedures are consistent with investor representations, regulatory disclosures and the expectations of the SEC and/or NFA.

Our consultative and pragmatic approach is perfectly suited for entrepreneurial traders with a “go anywhere, do anything” mentality. With offices across the U.S. and in the U.K., we provide global solutions across markets. We are holistic, full-service consultants in that we not only identify issues, we identify answers. In jurisdictions where we lack familiarity or face language barriers, we partner with some of the world’s top law firms and service providers to ensure we can support our clients in every aspect of their business.

insider trading

Learn more about how we support financial services firms' global regulatory, operational and governance needs.

Greyline is pleased to announce that we have made the short list for the 2021 HFM U.S. Service Awards in the Best Advisory Firm and Best Technology Firm – Newcomer categories. The award winners will be announced on September 22.