Our experience with Stonegate Global has been nothing short of outstanding. Uniquely, Stonegate has exceeded our expectations with both the quality and alacrity of their work. And this characterization is not the simple reflection of one individual, but of literally every single individual at the firm with whom we have had the pleasure of interacting.
In an extremely competitive industry such as money management, it is truly an asset of great value to have a “silent partner” with the attention to detail and the crisp sense of urgency that Team Stonegate has given us. That is the result of insightful and dynamic leadership.
In the fund formation process, their process has been efficient and succinct, capturing relevant information through a time-tested and refined process that eliminates wasted time or resources.
In the Fund Administration business, they have been profoundly flexible in allowing us to customize their services to our needs and desires, and in that process, they make us look better and smarter than we otherwise would appear without them.
In short, Stonegate is solutions-driven with excellence and efficiency in the fabric of everything they do. That makes for a great partnership and for lasting professional relationships.