STP Investment Services

Exciting news! Our very own Subject Matter Expert, David Goldstein was featured in FundFire today, discussing the rise of new hedge managers and their bullish outlook on fund launches. "Typical right now [in terms] of an emerging manager, what we see is a lot of friends and family money," Goldstein said. "Several opportunities that I am working with people on right now are funds that are breaking off from a larger shop and they are getting an investment from a larger shop... That's not necessarily a trend that we've seen a lot over the past couple of years." Check out the full article to see his insights! https://hubs.li/Q037qzQ_0

What’s on Your Radar at Nicsa Strategic Leadership Forum? 🔎 With NICSA's SLF just around the corner, we’re gearing up for meaningful conversations on the key trends shaping the future of asset management. Dan Houlihan and Frank Farnesi will be there, ready to share STP’s perspective and hear yours. Let’s connect and explore how innovative solutions can help firms navigate 2025 and beyond: https://hubs.li/Q036cpyk0

Dan Houlihan, Jeff Hooks, and Jason Bolc are gearing up for insightful discussions on the future of investment operations at InvestOps. From operational efficiency to the latest in tech-driven solutions, we’re excited to connect with industry leaders and share how STP is driving innovation. Will you be there? Let’s set up a time to meet! https://hubs.li/Q035dF2x0 #InvestOps #InvestmentOperations #FinancialServices

STP will be attending ALTSLA on March 17-19, where Joe Vacca and Ben Jones will be representing our team. With alternative investments continuing to evolve, we’re looking forward to connecting and discussing how STP’s comprehensive solutions can help you navigate this space. Will you be there? Let us know! https://hubs.ly/Q036Rx1z0

From filing Form ADV to maintaining compliance, our step-by-step guide ensures you’re prepared for what’s next. 📑Download here: https://hubs.li/Q034y7Yf0

Are you confident in your Form ADV responses? Join STP Compliance experts Lori Weston & Cynthia Kelly on March 4th at 11AM EST for a free webinar where they will break down: ✅ How AI & the marketing rule impact Form ADV ✅ Form ADV FAQ review ✅ Tips and tricks for RAUM calculation & client reporting ✅ Guide for consistency in all parts of Form ADV With evolving regulations and trending topics like AI, the marketing rule, and new SEC focus areas, investment advisers must stay ahead to ensure proper reporting and avoid scrutiny. 💻Register Here: https://lnkd.in/gT22NPH6

We are excited to attend the Investment Adviser Association's 2025 Investment Adviser Compliance Conference on March 5-7 in Washington, D.C.! Our team—Lori Weston, Cynthia Kelly, and Jeff Hooks—will be there, ready to connect with industry leaders and discuss how firms can stay ahead in today’s evolving regulatory landscape. Let’s talk about how STP’s comprehensive compliance solutions can help your firm navigate complexities with confidence. Planning to attend? Let’s set up a time to meet! 👇 https://hubs.li/Q036f51K0

Transitioning to SEC registration? Download our latest step-by-step guide to ensure a smooth transition. 📑Download here: https://hubs.li/Q034y7vj0

STP is heading to the Nicsa Strategic Leadership Forum on March 5-7, and we’re bringing two of our best: Dan Houlihan, CEO and Frank Farnesi, Head of Global Operations. If you're attending, let’s connect and discuss how STP’s tech-enabled solutions and client-focused service can support your firm’s growth. https://hubs.ly/Q036nXq-0

Hedge funds are increasingly turning to outsourcing for compliance and other back-office functions—and STP’s David Goldstein weighed in on this growing trend in FundFire's latest article, More Hedge Funds Move to Outsource Compliance in Changing Landscape. "For an emerging manager, especially if they're a one-, two-, three- or four-person shop, there's just no way for them to have all the expertise they need in-house. It's not just running a fund. You're running a business." David commented. At STP, we know that compliance, fund administration, and operational support aren’t just necessities—they’re critical to staying competitive in a rapidly evolving market. Whether for emerging managers or established firms, outsourcing provides expertise, scalability, and cost efficiencies that allow investment firms to focus on what they do best. Read the full article in FundFire: https://hubs.li/Q036vqKM0