Investment & Asset Management Services
Operational infrastructure and execution for investment and asset managers
Launching, operating, and evolving an investment management platform requires precision, discipline, and scalable infrastructure. Stable Rock partners with investment and asset managers to support fund and management company needs across finance, compliance, tax, reporting, and specialized functions throughout the lifecycle of the firm.
Launch & Advisory
Strategic and operational support across the full lifecycle of investment and asset managers.
Finance & Tax
Integrated financial oversight and tax coordination across fund, GP, and management company structures.
Business Operations
Operational services that support execution across systems,
people, risk, and automation.
Frequently Asked Questions
Answers to help you understand how we support investment and asset managers.
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Do you support both fund operations and management company operations?
Support spans fund, GP, and management company needs, with coordination across finance, tax, compliance, and operations to keep responsibilities and reporting aligned.
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Can Stable Rock support internal teams without taking everything over?
Engagements are flexible. Some firms outsource full functions, while others use Stable Rock for overflow capacity, coverage gaps, or specialized expertise alongside an internal team.
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Do you provide support across the full lifecycle of a fund?
Services can support managers from launch and buildout through ongoing operations and, when needed, structured wind-down and closeout.
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Do you support SEC exams and ongoing compliance requirements?
Compliance support includes registration, program buildout, ongoing testing, and exam preparation, including mock exams and exam response support.
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Can you reduce time spent on recurring reporting?
We standardize templates, improve close routines, and apply practical automation where it adds value so recurring reporting becomes more consistent and less manual.
Want to talk through your operating model?
We'll recommend the right coverage based on your structure, strategy, and cadence.