Funds

Leverage our experience of establishing and administering alternative investment fund structures.
Overview
Services
Fund services

Fund administration

Fund accounting

AIFM services

Depositary services

Company secretarial services (CoSec)

Fund directorship services

Investor services

Fund SPVs

Treasury services

ESG reporting

US fund services

CFO outsourcing

Fund administration

Regulatory & compliance services

Tax services
Our Focus
Private equity

Real estate

Venture capital

Listed funds

Private debt

Islamic Finance

Infrastructure
Regulatory, Compliance & Legal

We help manage your regulatory, compliance and legal obligations, providing you with certainty and peace of mind.
Overview
Services
Compliance services

Anti money laundering (AML)

Compliance monitoring

Regulatory reporting

Regulatory health checks

Data protection & GDPR services

Financial crime

Board evaluation services

Compliance consulting

The Gateway

Regulatory authorisation & hosting

Regulatory authorisation support

Regulatory hosting services

Training

Compliance & regulatory training
Legal services
Ocorian Law
Capital Markets

We provide proactive SPV administration, corporate trust and agency services, throughout the lifecycle of capital markets transactions.
Overview
Services
SPV services

SPV administration

SPV accounting, reporting & tax

Treasury services

Trustee & agency services

Loan agency

Security trustee

Bond trustee

Paying agent

Escrow services

Listing services

Process agent

Treasury services

Sector expertise

Direct lending

Debt restructuring services

Aviation finance

Marine finance

Infrastructure & project finance

Securitisation

Collateral loan obligations (CLOs)

Captive solutions

Insurance linked securities (ILS)

Conflict review services
Corporate

We provide corporate and employee incentive services to thousands of clients around the world.
Overview
Services
Corporate services

Incorporation & establishment

Corporate administration services

Accounting, tax & reporting

Directors & substance services

Company secretarial services (CoSec)

Voluntary liquidation services

Treasury services

Fund governance services

AIM corporate governance

Real estate services

Employee incentive services

Employee incentive services

Employee benefit trusts (EBT)

Employee share plan administration
Hidden

Corporate Lifecycle

Ocorian’s corporate services solutions can support your company as it grows and moves across borders.
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Private Client

We help you protect, preserve, and plan for your wealth, now and in the future.
Overview
Services offered throughout the wealth lifecycle
Trust services

Private foundation services

Private fund formation

Private company services

Accounting & regulatory reporting

Treasury Services

Private capital

Lifestyle & luxury assets

Succession planning

Philanthropic services

Contentious trusts & dispute resolution

Financial asset management
Our Focus
HNWI/UHNWI

Family office

Private Client Wealth Lifecycle

Ocorian manages complex, high-value structures for family offices and ultra-high-net-worth individuals worldwide.
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business people walking outside in busy street

US Fund Services Team

Meet our fund services team

US Fund Services Team

Jason Gerlis

Jason Gerlis

Global Head of Corporate Services

United States of America View Bio

Yegor Lanovenko

Yegor Lanovenko

Global Co-Head of Fund Services

United States of America View Bio

Lynne Westbrook

Lynne Westbrook

Head of Fund Services - Dallas

United States of America View Bio

Paul Fitzpatrick

Paul Fitzpatrick

Head of US Fund Solutions Operations

United States of America View Bio

Vincent Calcagno

Vincent Calcagno

Head of US Growth

United States of America View Bio

Brian Smith

Brian Smith

Managing Director

United States of America View Bio

Ofelia Sanchez

Ofelia Sanchez

Managing Director

United States of America View Bio

Rachel Morrison

Rachel Morrison

Managing Director

United States of America View Bio

Sam Cassello

Sam Cassello

Managing Director

United States of America View Bio

Jim Stern

Jim Stern

Managing Director

United States of America View Bio

Howard Nurtman

Howard Nurtman

Head of U.S. Regulatory and Compliance, Fund Solutions

United States of America View Bio

Tony Berta

Tony Berta

Sr. Director

United States of America View Bio

Monica Hernandez

Monica Hernandez

Sr. Director

United States of America View Bio

Zach Karstens

Zach Karstens

Sr. Director

United States of America View Bio

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Contact us and a member of our team will be in touch.

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