The Nottingham Difference
Financial technology engine behind your pooled investment vehicles
EXPERTISE ON THE BACK END TO OPERATE YOUR STRUCTURE IN THE MOST COST EFFECTIVE AND EFFICIENT MANNER.
CONSULTATIVE APPROACH ON THE FRONT END TO HELP YOU DETERMINE THE BEST POOLED INVESTMENT STRUCTURE FOR YOUR SITUATION.
Whether you want to market your pooled investment strategy to a wider or different target client, or you want to combine accounts for efficiency, there are many options for pooling investment assets. Your solution might be a(n):
-
- Exchange Traded Fund (ETF)
- Open-end mutual fund (40 Act)
- Closed-end interval fund
- Private investment fund (non-registered or hedge fund)
- Collective Investment Trust
- Local Government Investment Pool
- Foundation or endowment exempt investment pool
Nottingham avoids presuming that one size fits all. Rather, we listen first and then suggest which vehicle will best meet your needs. Consultative problem-solving backed by more than three decades of experience is the Nottingham difference.
Nottingham Services
What Our Clients Say
Nottingham News
Mutual Fund to ETF Conversion
After completing the first ever multi-class open end mutual fund to ETF conversion in early 2021, Nottingham got together to
Interval and tender offer closed-end funds
Interval funds are closed-end managed investment companies registered under the Investment Company Act of 1940 that rely on Rule 23c-3
Compliance to Advisers Act Rule 206(4) is quickly approaching
As the compliance date for the Advisers Act Rule 206(4)-1 (Marketing Rule) quickly approaches, the SEC has issued an alert
Have a question about pooled investments? Ready to get started?
Are you looking for a partner to help you take your pooled fund business to the next level?
Our thirty-plus years of fund consulting and administration experience provides the resources you need for fund structure design and cutting-edge fund administration technology. We avoid cookie-cutter solutions, listening first and advising second.