Heine & Kim Fiduciary Partners is a partnership of highly skilled asset management specialists focused on providing independent fund director and fiduciary services to investment funds, asset managers and financial institutions.
We believe an independent, engaged, and highly skilled board ensures the best outcome for both shareholders and asset managers alike. Our team members each have over 20 years’ experience in the asset management industry and/or large international firms servicing financial institutions. We are focused on working with fund managers to find creative solutions and to oversee how their business goals are achieved.
Core areas of expertise:
- Fund formation: structuring and related regulatory issues;
- Investment focus: hedge funds (all strategies including fund of funds), private equity, infrastructure, long only (equity, fixed income, multi-asset), money market funds and registered funds;
- Service providers: extensive contacts and work experience with outside legal counsel, administrators, auditors, prime brokers and broker/dealers;
- Operations: expertise in the operational set up and management of registered funds (US registered funds, UCITS, etc.) as well as private investment funds;
- Cross border experience: US, Cayman Islands, Ireland, Luxembourg, UK, Switzerland, Hong Kong, Japan and Korea;
- Diversity: minority representation criteria.
Currently, we are engaged in providing fiduciary services for top tier asset management firms whose investors include US and non-US pension plans, distribution platforms, family offices, financial institutions, sovereign wealth funds and high net worth individuals.
HEINE & KIM FIDUCIARY PARTNERS LLC 