Palos provides complete end-to-end solutions for launching, managing, and administering investment funds. We act as investment fund manager (IFM) to funds that we have built in partnership with our wealth advisors, and with third-party portfolio managers. 

From fund formation to regulatory registration, Palos guides you through every step of the launch process. We offer support with fund structuring, legal entity setup, custodian and broker integration, and compliance workflows, ensuring a smooth and efficient go-to-market experience.

Yes. If you’re looking to transition an existing fund, Palos provides a seamless migration process. Our onboarding team manages all the operational and regulatory aspects of the transfer, helping you make the switch with minimal disruption to your clients or day-to-day operations.

We offer comprehensive compliance and regulatory oversight, including onboarding workflows, continuous monitoring, and preparation for audits or regulatory reviews. Our services help you stay compliant, reduce risk, and operate with confidence in today’s evolving regulatory environment.

Our experienced fund administration team handles NAV calculations, fee structures, performance and financial reporting, audit support, and data accuracy. We ensure full transparency and precision in your fund’s financials, enabling you to deliver top-tier reporting to your investors.