Instiutional Placement/Third-Party Marketing

Our institutional placement agents concentrate on servicing hedge funds, registered investment advisors and private equity funds.     Our professionals work with money managers to bring their message to institutional investors across the United States and Europe.    

Instiutional Research

Our institutional research platform offers unbiased, proprietary, fundamental equity research across all market capitalization.   The analyst team, know as Ocean Cross Research Group ("OCR"), will each produce equity research through their own established brand to maintain research independence and client, market specific expertise.   To complement the analyst services, OCR can also offer institutional trading capabilities.

Our professional maintain large, proprietary investor databases.   To effectively leverage the third party marketing process, it is critical to know which investors to contact regarding each strategy we represent.   We work hard to know which strategies interest each investor and what requirements (size, length of record, etc), if any, they have.  In this way we are able to maximize the return on the investment of our time and, more importantly, the time of the managers we represent.