ALPS Alternative Investment Services

ALPS Alternative Investment Services

ALPS Alternative Investment Services

Date Founded



2699 South Bayshore Drive,9th floor,Miami, FL 33133

Type of Company



Accounting & Financial Services
Other Business & Consulting Services

Company Description

Kaufman Rossin Fund Services LLC provides specialized administration services to the global financial community. It also offers tax compliance, financial statements, regulatory and compliance consulting, manager, general partner solutions, middle and back office solutions. The firm serves hedge funds, funds of funds, private equity funds, managed accounts, family offices, energy funds, real estate funds and venture capital funds. The company was founded by Jorge R. de Cardenas, Robert A. Kaufman and Keith S. Sharkey in 1994 and is headquartered in Miami, FL.

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Executives & Employees


Co-Founder & Director

Director, Hedge Fund Services

Director, Hedge Fund & Private Equity Services

Director, Private Equity Services

Director, Hedge Fund Administration

Director, Hedge Fund Administration

Director & AML Compliance Officer

Board of Directors

Co-Founder & Director at ALPS Alternative Investment Services

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Recent Transactions
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DST Systems, Inc., ALPS Fund Services, Inc. purchase ALPS Alternative Investment Services

Transaction Advisors
Investment Advisor

Advised onDST Systems, Inc., ALPS Fund Services, Inc. purchase ALPS Alternative Investment Services

Legal Advisor

Advised onDST Systems, Inc., ALPS Fund Services, Inc. purchase ALPS Alternative Investment Services


Meritage Capital provides investment advisory and/or supervisory services to funds which are either US-domiciled limited partnerships available to taxable US investors or Cayman Islands exempt companies available to non-US investors and US non-taxable investors. The funds offer a combination of risk-adjusted return profiles, diversification, and cost-effectiveness for many investors including those who may not otherwise be able to access the underlying funds directly. Meritage provides investment advisory and sub-advisory services on a discretionary or non-discretionary to SMAs of various types of advisory clients mainly with respect to investments in private pooled investment vehicles and separately managed accounts managed and/or operated by third party investment managers. They may also provide investment advice with respect to direct investments in securities, financial instruments and other assets. , as set forth in the investment management agreement with a client. Meritage provides investment advisory and sub-advisory services to registered investment companies, including open-end and closed-end funds. Each registered fund is structured as a fund-of-funds that invests in other private investment funds and/or SMAs accounts operated and/or managed by third party investment managers. Registered funds may access managers by utilizing structured investment products. Registered funds may also invest directly in financial instruments (including fixed income securities, ETFs, swaps, futures, options, commodity interests and other derivatives) and in affiliated funds.Meritage offers five distinct investment strategies which include Long/Short Equity, Absolute Return, Global Macro, Opportunistic, and Liquid Alternative strategies. Each of Meritage's investment strategies seeks diversification of risk through use of a multi-manager investment philosophy. Within these investment strategies, the firm categorizes managers into additional underlying investment strategies. A fund, SMA or registered fund may utilize Meritage's strategies or other investment strategies, in combination or separately. The underlying managers also may be involved in a variety of strategies, including but not limited to: long/short equity, credit related, distressed investing, managed futures, commodities, arbitrage, relative value, short-biased, long only or long-biased, quantitative, volatility, global macro and fixed income. Meritage and the underlying managers may invest through both long and short positions in a wide range of securities, other financial instruments, private investments and other assets throughout the world including, but not limited to equity, MLPs, private equity, debt, bonds and other fixed-income securities, loans and loan participations, ABS, currencies, commodities, futures, forward contracts, warrants, options, swaps and other derivative instruments. They may also employ leverage and engage in various hedging strategies. To enhance the overall risk/return profile of a fund or SMA, Meritage may, at times, invest directly in securities, financial instruments and other assets, including swaps, futures, options and other OTC derivatives as direct overlays to the portfolio,

Founded in 1974, Friess Associates manages the Brandywine Funds family of mutual funds and a wide range of separate portfolios. Instead of aiming to be all things to all investors, growth-equity investing is our sole focus. All of our portfolios follow the same time-tested investment strategy, which emphasizes each company’s ability to influence its share-price performance through earnings growth. We rely on exhaustive, company-by-company research to identify companies with promising earnings-growth potential that has yet to be recognized by the broader investment community. Friess Associates is a research-driven firm. We dedicate our resources to growing the assets entrusted to us rather than to aggressively gathering assets through marketing. We maintain a consistent fee policy that treats the smallest Brandywine shareholder and our biggest institutional client alike. We’re also chefs who eat our own cooking, with Friess Associates employees representing the largest single shareholder group in the Brandywine Funds

Part of MRA Holdings LLC, MRA Associates USA LLC is an American company located in Phoenix, AZ. The firm provides investment advice. It was founded in 2010. Mark David Feldman has been the CEO since 2012.

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