IQ-EQ

Davy Global Fund Management is a provider of wealth management, asset management, capital markets and financial advisory services.

Concord Trust Company (CTC) is a state-chartered and regulated non-depository trust company. Concord Trust Company focuses on helping wealthy families and their trusted advisors realize the many benefits of directed trusts and locating trusts in a favorable trust and tax law jurisdiction. Concord Trust Company has offices in New Hampshire and South Dakota, two of the best jurisdictions in the country, and administer trusts there for families from throughout the U.S. and the world.

Blue River Partners, LLC is a Dallas-based firm that provides outsourced compliance and operational support services to investment managers of various sizes. The company focuses on the day-to-day operational aspects of running advisory businesses, offering a wide range of services including compliance, fund administration, financial management, and investor relations. Specific offerings encompass assistance with fund reconciliations, monthly net asset value reviews, financial statement preparation, cash management, and fee calculations. Additionally, Blue River Partners manages annual audits, tax return preparations, and provides support for legal document reviews and marketing materials. The firm also assists with advisor registration, compliance program design, and the launch of new investment offerings. Serving a diverse clientele within the investment fund sector, Blue River Partners is well-equipped to address the regulatory and operational needs of alternative asset managers. Established in 2009, the company operates as a subsidiary of IQ-EQ.

Constellation Advisers, LLC is a specialized consultancy that offers comprehensive support services to investment managers, focusing on both alternative and traditional investment firms. Established in 2008 and headquartered in New York, the firm provides a range of outsourced services including CFO functions, finance and accounting, operational support, regulatory compliance, and operational due diligence. Constellation Advisers serves a diverse clientele, including private equity funds, hedge funds, credit funds, venture capital funds, family offices, mutual funds, and fund of funds. The company's tailored approach combines co-sourced and outsourced solutions to meet the unique needs of its clients, ensuring they receive institutional-quality support in their investment management operations. As of early 2021, Constellation Advisers operates as a subsidiary of IQ-EQ.