Experience. Service. Peace of Mind.
Triple Leo Consulting is a full-service fund administration and operational consulting firm based in the Philadelphia suburbs.
Triple Leo Consulting was founded on the premise that financial services needs to be simple, efficient and timely. Our goal is to make the Investment Manager's life easier by allowing them to focus on raising capital and investing the assets, while we handle the rest.
We understand that there are investor and regulatory pressures on Investment Managers today unlike any time in the past. Those pressures typically equate to increased costs. We are sensitive to that issue and strive to provide high quality service at a very reasonable fee. Our objective is to keep your expense ratio as low as possible, especially during the start-up phase of your fund.
We bring a depth and breathe of knowledge, experience and contacts in the industry to help shape the operational structure of your fund and ensure it is running efficiently in order to limit the hurdles you may run into in the future.
We have big firm infrastructure, with a small firm touch that allows us to personalize and customize our services and reporting to your needs. Either large or small, we offer a wide variety of services that can benefit your company in numerous ways.
Our team-centric approach within a multi-service platform allows for us to be nimble, adapt and evolve around the needs of our clients and the ever-changing environment we operate in. That highlights the critical necessity for exceptional service...which is Triple Leo's differentiating factor.
PEOPLE AND TECHNOLOGY
People and technology are the backbone of any organization. The people are the drivers and the technology is the conduit to getting things done timely and efficiently. That is no different at Triple Leo Consulting.
Our team brings both big and small firm experience to the table that allows us to understand and anticipate all the needs an Investment Manager may have.
Our technology enhances our team's ability to get things done quickly and accurately. Powered by ATWeb and hosted by Archway Technology, our system is a fully-integrated, real-time software platform that combines the portfolio, general ledger, partners, allocations and reports all under one system. With over 140 reports, all your needs can be met.
We are SSAE 18 SOC I Type II certified which means our processes and workflows have been audited by an external firm to ensure the proper controls are in place and that we are operating using "best practices".