Great Lakes Fund Solutions is a business process outsourcing firm that serves as a fund administrator, transfer agent and IT services firm for alternative investment funds that are distributed through broker/dealer, registered investment advisor (RIA) and wholesale networks. We provide back-office and IT services to public and private non-traded REITs, private real estate partnerships, oil & gas partnerships, managed futures funds, funds of hedge funds, business development companies (BDCs) and other direct investment vehicles. Our eSuperior system is offered as a stand-alone product on a hosted basis for fund sponsors that wish to do their own investor servicing or as part of an extensive service that includes sales material fulfillment, compliance support, investor services staffing and a call center for investors and advisors. Great Lakes Fund Solutions is the ideal partner for a fund sponsor that is looking to respond to the challenging environment for marketing alternative investment products by appealing to the mass affluent market. Marketing support services that we provide for direct investment fund sponsors include: - FundShowroom.com - a streamlined, multimedia data room with role-base access - CRM System Hosting - we host the open source vTiger platform for clients - Crowdfund-Style Subscription - eSuperior has a Crowdfund-style front end that is under development called CrowdKey. It allows fund sponsors to attracts accredited investors using multi-media content. History: The company entered the transfer agency business for Commodity Pools in 1982 under the name Marcal Systems Corporation using a proprietary back office system. Heinold Asset Management, a pioneer in commodity pools, was the company’s first fund administration client. We were visionaries in the use of the worldwide web by financial services companies, launching our web-based user interface in 1999. See our web site: www.glfsi.com
View Top Employees from Great Lakes Fund Solutions, Inc.Website | http://www.glfsi.com |
Revenue | $5.1 million |
Employees | 25 (25 on RocketReach) |
Founded | 1972 |
Address | 500 Park Avenue Suite 114, Lake Villa, Illinois 60046, US |
Phone | (847) 265-1334 |
Technologies |
JavaScript,
HTML,
PHP
+17 more
(view full list)
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Industry | Financial Services, Finance General, Hedge Fund Administration, Finance, Back and Middle Office Outsourcing, Managed Futures Fund Administration, Transfer Agency, Web Site Hosting, Marketing Materials Fulfillment, Fund Startup Consulting, Sales Commission Calculation, Selling Agent MIS Support |
Competitors | Giller Investments LLC, SEI AFO, Stonegate Global Fund Services |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies |
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The Great Lakes Fund Solutions, Inc. annual revenue was $5.1 million in 2024.
Rob McLamore is the President of Great Lakes Fund Solutions, Inc..
25 people are employed at Great Lakes Fund Solutions, Inc..
Great Lakes Fund Solutions, Inc. is based in Lake Villa, Illinois.
The NAICS codes for Great Lakes Fund Solutions, Inc. are [52, 523, 5231].
The SIC codes for Great Lakes Fund Solutions, Inc. are [621, 62].