Investment & Asset Managers

Finance operations and reporting built for investment firms.
 
Stable Rock works with investment management firms that need consistent financial operations, repeatable reporting workflows, and reliable execution as the firm grows. We help strengthen processes, improve oversight, and keep reporting on track.
TAILORED SOLUTIONS

Financial Operations for
Every Investment Strategy

From hedge funds to family offices, we provide specialized reporting, tax coordination, and back-office support designed to meet the unique demands of your investment structure.

Investment & Asset Management Services
Hedge Funds
Hedge Funds

Operational, financial, and regulatory infrastructure across core fund management and administrative functions.

SR-26Web-Hero3-IAM-HedgeFunds
Private Equity
Private Equity

Fund and portfolio company finance and operations support built for efficiency and compliance.

SR-25Web-Hero15-PE
Venture Capital
Venture Capital

Accounting, tax, financial, and compliance support across fund and portfolio operations as early-stage investments scale.

SR-25Web-Hero14-VC
Real Estate
Investment Companies
Real Estate
Investment Companies

Finance, accounting, and compliance support across management entities and property-level operations.

SR-26Web-Hero4-IAM-RealEstateInvestment
Family & Multi-
Family Offices
Family & Multi-
Family Offices

Financial and operational processes tailored to complex structures and underlying assets.

SR-26Web-Hero5-IAM-Family
Endowments &
Foundations
Endowments &
Foundations

Governance and reporting support that strengthens oversight and advances long-term mission objectives.

SR-26Web-Hero6-IAM-Endowment
Digital & Crypto
Assets
Digital & Crypto
Assets

Structured accounting, tax, and regulatory support across entities and jurisdictions.

SR-26Web-Hero7-IAM-DigitalCrypto
BDCs, Closed-End
Funds, & RICs
BDCs, Closed-End
Funds, & RICs

Finance, accounting, and compliance support aligned with regulated governance and reporting standards.

SR-26Web-Hero8-IAM-BDC
Wealth Managers
& RIAs
Wealth Managers
& RIAs

Accounting, finance operations, and compliance support that enables high-quality client service.

SR-26Web-Hero9-IAM-WealthManagers
AREAS OF FOCUS

What We Help With

We support investment firms with the operational foundation behind finance and reporting—so recurring deliverables are consistent and workflows don't break as the firm scales.

Contact Us
Common areas include:
  • Monthly finance operations and reporting
  • Process controls, documentation, and oversight
  • Tax coordination and entity structure support
  • Portfolio company reporting support (when applicable) to align close timing, KPIs, and reporting packages
  • AI and automation to reduce manual work and speed up recurring task

Frequently Asked Questions

Answers to frequently asked questions about how we work with investment and asset managers.

Ask a Question

Let's talk through your operating model.

We'll align on reporting cadence, responsibilities, and the support that fits your firm.

 

Schedule a Call