We also know that small funds rely on strong and trusted relationships with their investors to thrive. Keeping your investors informed and engaged is at the heart of our service.
Investor relationships are one of a fund manager's most valuable assets. Traditional administration services are restricted by the sheer volume of their transaction base and have lost sight of personalised service to the investor.
We offer a boutique alternative designed to enhance your investor relationships while satisfying your compliance requirements.
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We work with you to create a tailored service package to suit your needs.
Pinto Advisory was founded by Lucy Partridge in 2017. Lucy is an experienced fund manager in the listed and unlisted space, with a foundation in professional services. In collaboration with her corporate partners, she aims to create and deliver a solution to your fund administration needs, while allowing you to retain control over your investor relationships.