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  (M) +1 917 740 2620
(E) info@clearglasscap.com

Uncompromising, Results Driven Due Diligence

Over the years, Clearglass has developed a process to become a leading expert in investor due diligence. 

Who we serve

We work with single & multi family offices, hedge fund of funds, high-net worth individuals, hedge funds, private equity, real estate funds, endowments and foundations.

For each client, we start a dialogue to make sure primary concerns are completely understood. We work with investors to set goals in order to provide our clients with the information needed to make informed investment decisions. On the fund side, we help identify the weaknesses in fund operations. Then we work with our clients to mitigate them.

What we do

For us, due diligence is more than just a findings reports. It’s about providing ongoing advice beyond the initial review. We takes a deep dive into every aspect and set periodic assessment triggers to ensure our due diligence remains up-to-date.

We use industry leading practices to analyze complex investment structures and operating environments. Proprietary due diligence reveals the operations information you need based on industry best practices.

How we do it

Clearglass relies on decades of deep industry experience including investment management, operations, technology, compliance, finance, fund administration, prime brokerage and more. Our experience enables us to understand “the big picture” for every due diligence review. We also don’t believe in a one-size-fits-all approach. 

Office of the COO

Outsourced Hedge Fund COO, Middle Office Operations & Trade Support

Office of the COO
Due Diligence
Consulting & Strategy

Operational & Investment Due Diligence Services. Start Up & Wind Down Services

Due Diligence
Consulting & Strategy
Areas of expertise
  •   Strategy and Asset Suitability

  •   Manager Pedigree

  •   Policies and Procedures

  •   Fund Structure

  •   Corporate Governance

  

  •  Know Your Customer (KYC)

  •   Fund AUM and Asset Distribution

  •   Technology Solutions

  •   Service Providers/External Controls

  •   Mock Due Diligence Assessment

Capital Raising & Marketing Strategy

There are multiple components involved in building a winning strategy

Capital Raising & Marketing Strategy
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Jeb J. Altonaga

Managing Partner

US (M): +1 415 533 7331

US (O): +1 917 740 2620

Jeb.Altonaga@clearglasscap.com

General Inquires

info@clearglasscap.com

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Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Clearglass Capital Partners, LLC and Finalis Securities LLC are separate, unaffiliated entities. Clearglass Capital Partners, LLC is not a registered broker-dealer.

www.clearglasscap.com (the "Clearglass Capital Website") is a website operated by Clearglass Capital Partners, LLC, a privately held limited liability company.

Clearglass Capital provides financial and strategic advisory, consulting services, mergers and acquisitions services.
Please refer to FINRA BrokerCheck for information about Jeb Altonaga and Finalis Securities, LLC.
FINRA BrokerCheck https://brokercheck.finra.org

© 2019 by Clearglass Capital Partners, LLC

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