A private-fund offering for your clients, run by people who do this every day.
One independent fund or an entire alternatives platform behind the scenes. We coordinate structuring with counsel, then run the back- and middle-office so your team can focus on advising. You keep the relationship, the brand, and the AUM.
Why advisors pick Fundviews
Independent fund or full alts platform
Need a single feeder for one strategy? We run it. Want a Series structure that holds multiple strategies, multiple sleeves, or co-invest vehicles for your clients? We run that too, under one engagement.
Branded vehicle as a service
The vehicle carries your firm's brand. We sit behind it. Clients see [Your Firm] Private Markets Fund I, not Fundviews.
Operations coordinated end-to-end
We coordinate fund admin, audit, tax, compliance filings (BOI, Form D, state notices), and investor reporting. Legal work is handled by Riveles Wahab LLP or your chosen counsel, with us managing the process so you don't have to.
In-house ops vs. Fundviews
Building it in-house
- ×$200k+/year in ops staff before first close
- ×6-9 months to first close
- ×Compliance and admin spread across multiple vendors you manage
- ×Key-person risk on every fund process
- ×Investor onboarding workflow built from scratch
Fundviews
- ✓0.25–0.50% operator fee, no fixed staff cost
- ✓Weeks to first close
- ✓Coordinated team across counsel, admin, audit, and tax
- ✓Documented runbooks, SLAs, and a named POC
- ✓Investor onboarding via the Fundviews platform
A note on how the operator fee is structured
The Fundviews operator fee can be written into the fund's PPM as a fund-level expense, meaning it's paid out of the fund, not out of your firm's management or advisory fee. For most RIAs, this preserves your top-line economics while still giving your clients access to a fully-operated private fund.
The right structure depends on your fee posture, regulatory profile, and LP base. We'll walk through the options with you and counsel before anything is drafted.
RIAs we've worked with
Real engagements, anonymized. Numbers and structures are accurate as of the engagement date.
Engagements anonymized at the firm's preference. Specific structures, AUM levels, and timelines are as engaged. References available on request.
Ready to see the launch plan?
Tell us about the strategy and the LP base. We'll send a 1-page launch plan with structure recommendation, jurisdiction, fees, and timeline. No call required.