Founded in 2018

2912 Advisors was founded in 2018 as a consulting firm offering a broad range of advisory services, including a suite of middle and back office functions, to emerging and mid-size investment managers, family offices and liquidating funds.

Who We Are

Our partners have worked as a team for nearly 15 years at Perry Capital overseeing the firm’s legal, middle office, and financial operations.

Our Experience

We have first-hand experience launching and managing a variety of investment vehicles including traditional hedge funds, private equity funds, managed accounts, single investor funds, and hybrid funds. Throughout our careers, we have been involved in valuing, structuring and settling financial instruments across all asset classes. We have expertise managing personal finances for general partners, including charitable giving, tax and estate planning.

Our Value-Add

We understand what it takes to grow a business into a full-service financial institution. Our industry experience allows us to quickly summarize key information and effectively communicate that information to the relevant audience. We feel we can be most value-additive as a team, given our shared history and culture. 2912 Advisors believes our combined skill set will bring best in class support to our clients.