Fund Admins

For administrators ready to scale with precision, automate outreach, and support client raises - without adding risk.

Practice Areas

Fund Admins

Emerging Funds (GPs)

Registered Investment Advisors

Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

The Hidden Growth Burden Fund Admins Quietly Carry

You’re the operational backbone - ensuring accuracy, timeliness, and trust. But more and more, clients expect you to be more than a number-cruncher.

They want strategic support. Visibility. Momentum.
And somewhere between NAVs, audits, and investor portals… you’ve become the default growth ops co-pilot.

Problem is:

Your team isn’t built for outbound.
Compliance is non-negotiable.
And most “growth systems” don’t play nice with fund workflows.

We get it.
We’ve built compliant, modular growth infrastructure that helps fund admins support, not stall, their client’s capital momentum - while streamlining your internal reporting, compliance, and communication workflows.

What You’ll Walk Away With

✅ Compliant, Scalable Comms Templates - FINRA/SEC-safe email, SMS, and LinkedIn sequences ready to deploy.
✅ Custom CRM + Funnel Systems - Track investors, intros, and follow-ups without extra workload.
✅ Dashboards That Show Your Value - Real-time reports that clients can trust (and you can hand off).
✅ Tools That Feel Like Staff - AI-powered assistants that draft, track, and log everything - on your terms.

“This gave us the clarity and infrastructure we needed to punch above our weight. Our clients noticed. Our team breathed easier.”
— Fredereick C., COO, Boutique Admin Firm

Who This Is For

✔️ Boutique fund admins ready to compete with larger players.
✔️ Ops-minded leaders supporting emerging managers and lean funds.
✔️ Admin teams looking to standardize outbound support without increasing exposure.
✔️ Anyone tired of being the catch-all for growth requests.

Choose The Right Entry Point

🎯 Growth Audit (48-hr) — $1,500
Diagnose friction across your systems, map safe workflows, and receive enriched sample assets in 48 hours.

⚡ Tactical Sprint (1-wk) — $3,500
One funnel. One channel. A 2-week execution sprint to show clients (and your team) what “done right” looks like.

🤝 Fractional Ops — $7.5K–$15K/mo
Embed our systems and support inside your firm. You get growth infrastructure; your clients get results.

🏗️ Full Growth Engine — $20K–$80K+
Custom-built, compliance-grade growth engine to serve your firm and/or client roster at scale.

📞 Want to offer real growth infrastructure (without hiring a growth team)?

Start with the [Compliant Growth Audit] or [Book a Call] to explore white-label, embedded, or partnership options.

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Clarifying what we do

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

Get in touch

Whether you're facing a legal challenge, need advice, or simply have questions, our team is ready to assist you.

Fund Admins

The Hidden Growth Burden Fund Admins Quietly Carry

What You’ll Walk Away With

Who This Is For

Choose The Right Entry Point

📞 Want to offer real growth infrastructure (without hiring a growth team)?

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

Clarifying what we do

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

Get in touch

Get in touch

Get in touch

Registered Investment Advisors

Boutique Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

Emerging Funds (GPs)

Fund Admins

Registered Investment Advisors

Boutique Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

Emerging Funds (GPs)

Fund Admins

Registered Investment Advisors

Boutique Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

Emerging Funds (GPs)

Fund Admins

Registered Investment Advisors

Boutique Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

Emerging Funds (GPs)

Fund Admins