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Partners


Neovest has formed strategic relationships with leading technology and financial services firms around the world. The following table is comprised of a partial listing of current Neovest partners. For more information on becoming a Neovest partner or other potential business relationships with Neovest, please e-mail the Neovest sales team at sales@neovest.com, or call +1 800.433.4276 and ask for Neovest Sales.

 

Please click on any icon to visit a particular partner's Web site.

Merlin Logo

Wells Fargo Prime Services’ solutions are synced to the changing alternative investment environment and its technology and reporting demands. Wells Fargo Prime Services offers fund managers a technology and operations infrastructure previously available only to the industry's giants.
At the forefront of Wells Fargo Prime Services’ offerings is a Web-based reporting platform featuring Wells Fargo Prime Services’ Shadow, Attribution, Risk and Performance (SHARP) reporting methodology. This dynamic, customizable reporting system facilitates transaction-based attribution. Reports are available end-of-day and every day, specifying the performance effect of every transaction, with data aggregated, by Prime Broker/custodian and account, virtually forever.

Pershing Logo

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is a leading global provider of business solutions to financial organizations and independent registered investment advisors. We are committed to service excellence and to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, and practice management programs.

Conifer Logo

Conifer Securities, LLC is a leading service provider that offers comprehensive middle- and back-office services to its clients, including global fund accounting and administration, trade operations, trade execution services, executive office space, compliance, corporate accounting, consulting services and business infrastructure. Conifer's comprehensive platform of business and operations solutions appeals to both start-up and established managers by allowing them to focus exclusively on running the investment operations of their business. Headquartered in San Francisco and with offices in New York, Boston, and the British Virgin Islands, Conifer has been in business since 1989. For more information, please visit www.conifersecurities.com.

CIBC Logo

CIBC World Markets is a full service investment bank active throughout North America and key financial centers around the world. We provide corporate, government, and institutional clients with innovative solutions to help them raise capital, grow, and invest.

MS Howells

MS Howells & Co. (MSH) is an institutional broker/dealer servicing professional money managers. We provide end-to-end solutions for our prime brokerage clients. Based upon our client's needs, this may include the Neovest DMA system. MSH provides execution services, research, channel information, and hedge fund services.  Visit us at www.mshowells.com, or call +1 480.563.2000.

Concept Capital Markets, LLC offers a comprehensive suite of brokerage and related services that provide traditional and alternative investment managers with solutions that are customizable and scalable. The firm was built by former investment managers to serve hedge fund managers, managed account platforms, institutional investors, family offices,and registered investment advisors with turn-key solutions designed to free its clients to focus on their core competencies. Our offering features world-class custody and clearing options, multi asset class capabilities, leading execution and order management systems, a seasoned execution desk, a range of financing options, a highly professional operations and customer support team, comprehensive portfolio reporting capabilities, and capital introduction. The firm is registered as a Broker Dealer and Investment Adviser with the SEC, and is a member of FINRA, NFA, and SIPC. For additional information, visit www.conceptcapital.com.

SageTrader Logo

SageTrader, LLC is a FINRA and SIPC member broker/dealer approved as an Introducing Broker for Customer Portfolio Margin accounts and clearing at Bank of America Merrill Lynch Professional Clearing. Through SageTrader, LLC, larger customer and institutional firms are afforded optimum leverage for their trading and Portfolio management through these Prime Broker services. Click www.sagetrader.com, or call +1 415.697.3385/+1 855.809.5941 FREE.

Bloomberg Logo

Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company's strength—delivering data, news and analytics through innovative technology, quickly and accurately—is at the core of the Bloomberg Professional® service, which provides real time financial information to more than 325,000 subscribers globally.

Bloomberg's Portfolio & Risk Analytics solution, PORT <GO>, provides sophisticated portfolio management and analysis tools at your fingertips. Gain access to portfolio performance, characteristics, risk, reporting and trade simulation capabilities with turn-key integration from Neovest. For additional information, visit BPRA <GO> on the Bloomberg terminal or visit www.bloomberg.com.

Cowen Prime Servieces Logo

Cowen Prime Services LLC offers a comprehensive suite of brokerage and related services that provide investment managers with solutions that are customizable and scalable. The firm was built by former investment managers to serve hedge fund managers, managed account platforms, institutional investors, family offices, and registered investment advisors with turn-key solutions designed to free our clients to focus on their core competencies. Our offering features:

  • World-class custody and clearing options
  • Multi-asset class capabilities
  • Leading execution and order management systems
  • A seasoned execution desk
  • A range of financing options
  • A highly professional operations and customer support team
  • Comprehensive portfolio reporting capabilities
  • Capital introduction
  • Live, intraday and post-trade risk and performance analytics solutions


The firm employs a staff of more than 70 in multiple offices, and serves several hundred investment managers who invest assets across a variety of structures, including hedge funds, managed accounts, and liquid alternatives. Cowen Prime Services LLC was formed in 2015 following Cowen Group’s acquisition of Concept Capital Markets, LLC. Concept Capital was established as an independent broker-dealer in 2010. The origins of our business date back to 1995, and at the core of the team that leads the firm are seasoned professionals who have worked together for many years and developed our comprehensive offering.


The firm is registered as a Broker Dealer and Investment Adviser with the SEC, and is a member of FINRA, NFA, and SIPC.

For additional information, visit www.cowenprimeservices.com.

 

*If you are already a Neovest partner and wish to be included on this list, please contact your sales representative.