Kite Advisors delivers senior-level fund operations and COO services to private fund managers — without the overhead of a full-time hire. From fund launch through ongoing compliance, reporting, and investor relations, we handle the infrastructure so you can focus on investing.
Boutique, hands-on operational support tailored to the complexity of your fund — not a one-size-fits-all service desk.
Entity formation coordination, fund documentation oversight, banking and custody relationships, prime brokerage setup, and operational infrastructure from day one.
Investor reporting, capital account statements, LP onboarding, subscription processing, fund administration oversight, and cash management coordination.
Form ADV maintenance, CFTC/CPO requirement navigation, marketing material review, and ongoing regulatory monitoring — keeping you on the right side of the rules.
Kite Advisors was founded by a fund operations professional with direct experience building and running operational infrastructure for private investment funds. We bring institutional-grade processes to emerging managers who need the expertise without the cost structure of a large firm.
We work with a select number of clients at a time — by design. Every engagement is hands-on, relationship-driven, and tailored to the specific structure and stage of your fund.