LewisLevy Consulting was created out of a need for fund managers and their finance and operations teams to obtain short term consulting services to complete a number of projects at the fund manager. There is always a need to complete tasks, but never enough time and resources to do so. With the advent of technology and outsourcing, fund managers need to strategize in determining whether the current processes are efficient and if not, how to implement the right tools to improve their operations. As the firm grows there are a number of different new focus areas, and LewisLevy is here to help think through these issues.

With a combined 40+ years of experience in the asset management industry, LewisLevy is uniquely poised to assist fund managers as we have been part of audit firms, finance operations at fund managers and at fund admin, a real 360° view of fund operations and accounting.

The three pillars: 
•  New/ emerging managers need assistance in setting up management company and fund operations
•  Existing managers need assistance in the documentation of policies and processes and implementation of areas of improvement and strategy including and not limited to updating to technology platforms
•  Staff augmentation, providing knowledgeable temporary resources to managers on a short term basis to assist with critical projects.



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LewisLevy Consulting

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