Success Stories

“Our firm is a new hedge fund and recently became an Integrated Solutions ℠ client. They are providing both our compliance/accounting functions as well as guiding us through the Broker‐Dealer Registration process. On both accounts, we are pleased with the service and results so far. Integrated Solutions ℠ has the expertise in these areas that we are lacking and hiring them allows us to focus on our key competence, generating returns for our investors. We would recommend Integrated Solutions ℠ to any firm with needs in these areas.”

Broker-Dealer Hedge Fund with a Master Feeder Structure, PA

“When we lost our CFO to an illness, we turned to Integrated Solutions ℠. They assumed all of our back office efforts immediately ensuring a seamless transition. Shortly thereafter, they then identified and implemented ways to help us improve the process, making it much more efficient. Without hesitation, we would recommend Integrated Solutions ℠ to any fund looking for an administrator or an outsourced CFO.”

Domestic and Offshore Fixed Income Hedge Fund, NYC

“It is a pleasure to work with the team at Integrated Solutions ℠. I have worked with them since the inception of my fund over three years. Along with being good, ethical people, providing excellent, punctual service, they have assisted me with other parts of the business. I highly recommend them and look forward to growing the business we do with them in the future.”

Portfolio Manager / Bharat Capital LLC, NYC

“For the past five years plus, Integrated Solutions ℠ has provided services to several Funds associated with First Manhattan Company. Our experience with Integrated Solutions ℠ has been consistently positive. Their team provides excellent service, is responsive and flexible, produces high quality work and meet deadlines. It has been our pleasure to work with them!”

Controller / First Manhattan Co., NYC

Since 2011, LUMA Securities has relied on Integrated Management Solutions for our FINOP function. We trust IMS' advice and rely on their vast regulatory knowledge and experience to provide accurate and concise services to get the job done.

Terence Kawaja, CEO / LUMA Securities LLC, NYC

"Integrated Solutions has been a great partner for us. Their staff understands the complexities of our business and is always available to respond to our accounting/bookkeeping needs in a fast and professional manner. We appreciate the relationship and look forward to continuing to utilize their services as we grow our business."

Steven Kirsch, Managing Director / DRI Fund West Palm Beach, FL

“We have been clients of Integrated Solutions ℠ for several years and they are without a doubt the best of all the service providers that we use. From performing standard administrator services, to helping us file Broker-Dealer, FOCUS reports and annual NFA Financial Statements, their work has always been accurate, timely and cost effective. I would highly recommend them to any asset management firm in need of experienced professionals”

Managing Partner / Chelona Capital Management, CA


42 Broadway, Suite 12-129

New York, NY 10004

Telephone: 212-509-7800


7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433

Telephone: 561-453-3800

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*SOC 1 Type 2 certification only covers:

Fund Accounting, Administration and Investor Services.