Clients
HBMJ partners with its clients to help them THRIVE. We exist to ensure our clients can grow, scale, and tackle dynamic changes with ease and confidence. Providing accounting and operations solutions and support for institutions of all sizes and complexity in the alternative asset space.
We are the industry’s adviser and pride ourselves on our unwavering commitment. Our clients are the driving force behind our innovative solutions, client-centric philosophy, functional expertise, and full front to back suite of services. For over 15 years, we have implemented tailored strategies that have revolutionized our client's day-to-day operations and allowed our clients to focus on their most value-added activities.
INDUSTRY BREADTH
Geneva Implementation, Upgrade, & Ongoing Support Services for MULTIBILLION DOLLAR PRIVATE EQUITY FIRM
Geneva Optimization & Ongoing Support Services for RAPIDLY GROWING PRIVATE EQUITY SHOP
Geneva Implementation for $20B+ AuM DISTRESSED DEBT HEDGE FUND
Detailed Strategic Process Redesign for MAJOR INTERNATIONAL PRIME BROKER
Current State Assessment for INDEPENDENT ASSET SERVICES FIRM
Documentation Services for $15B AuM GLOBAL MACRO FUND
Geneva Implementation for $20B+ AuM DISTRESSED DEBT HEDGE FUND
Roadmap Planning & Geneva Assessment for $25B AuM GLOBAL INSTITUTIONAL ASSET MANAGER
Custom Reporting & Ongoing Monthly Support Services for $7B AuM LONG / SHORT FUND
Major System Upgrade for $3.5B AuM HEDGE FUND
HEDGE FUND
Since our founding in 2004, hedge funds, from emerging to mature, have relied on HBMJ’s seasoned experts to provide daily optimization of their current mid- and back- processes and achieve full utility of their portfolio accounting solution. Our services include implementations and upgrades, rapid report generation and customization, workflow enhancements, process improvements, automated solutions, data governance, adjunct resourcing and new fund/asset class onboarding.
HBMJ exists to ensure high-impact operational efficiencies at your firm. We are the industry’s leading accounting and operations experts and our services include the entire spectrum of back office systems. Our core capabilities of business and technology consulting, project management, fund accounting and business analytics drives our ability to successfully deliver flexible and scalable solutions with sensitivity to the timetable and outlook of your firm.
Our firm has been engaged with HBMJ since 2010 and their expertise in Advent Geneva has helped us tremendously during the numerous version upgrades over the last decade. The team possesses not only in depth product knowledge but their business knowledge is key to resolving our queries in a timely fashion. We have a great rapport with each team member and enjoy a good camaraderie.
YEN CHIANG
Controller, Eminence Capital, LP
I know that we can rely on HBMJ to deliver what they say and when they say. HBMJ’s arsenal of talent provide a wide array of support to my organization from both a strategic and staff augmentation perspective including back and middle office, financial reporting preparation and technology development. Their unique consultative approach and flexible staffing model has been a critical ingredient to our success since 2012.