Client Stories

Real-world stories of client successes achieved with NAV technology and expertise

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Long-Established CTA Firm Transitions from In-House Team to NAV to More Efficiently Handle Volume & Enhance Investor Services

Investor ServicesNAV Trial
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Kain Capital

Complex Calculation Methodology and Custom Reporting Fulfill Unique Needs for Diverse Fund Portfolio

Closed-End FundsTax Services
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Boothbay Fund Management

Flexibility is Key to Effectively Managing a Complex Multi-Strategy Fund

Multi-Manager Platforms
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Sarson Funds

Experience and Technology Set NAV Apart as the Top Choice for Digital Assets Fund

Digital Assets
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North Peak Capital

NAV Supports Successful Emerging Manager Fund Launch and Significant Growth

Emerging ManagersHedge Funds
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Cayler Capital

CTA Fund in Search of a New Administrator Turns to NAV for Custom Reporting and Superior Service

Hedge FundsSwitching Administrators
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Bellus Ventures

NAV Collaborates with Client to Break New Ground for Funds Investing in Carbon Credits

Other Strategies
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Bornite Capital Management

Global Equity Hedge Fund Partners with NAV for New Launch Featuring a Tailored Suite of Services

Launching a FundHedge Funds
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Gaines Capital

Hedge Fund Chooses NAV to Deliver Institutional Caliber Service to Investors

Switching Administrators
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Equinox Partners

Investment Firm Experiences Smooth Transition to NAV

Switching AdministratorsNAV Trial
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First Light Asset Management

NAV Tax Services Team Expertly Handles Transition of Services, Fund Spin-Off, and Complex Tax Issues

Tax Services
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Labor-Owned Investment Company Gains Significant Operational Efficiencies with NAV Custom Solutions

Custom Solutions

Latest News

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Focus on Technology: A Primary Strategy from Day One

Expert InsightTechnology
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LinkedIn Names NAV 2023 Top Company to Grow a Career

Awards & Recognition
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Fund Management Requirements Will Shift as Cryptocurrency Goes Mainstream

Expert InsightDigital Assets
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