Prizm Advisory Partners Information

Prizm Advisory Partners is a boutique advisor to emerging and growth stage asset management organizations (hedge funds, private equity and private credit funds), offering a mix of smart and thoughtful strategic guidance and efficient and transparent operational oversight . The services are catered to the specific needs of each client, and ranging from a full suite “COO” service, to various supporting roles within the organization, to spearheading certain projects and initiatives. Prizm Advisory also advises established, fully-scaled investment organizations, allocators and family offices. Clients 1. Emerging & Growth-Stage Investment Managers 2. Established Investment Managers 3. Family Offices 4. Allocators 5. Managed Accounts Clients can engage Prizm Advisory in one of three ways: 1. We will act as an integral member of your team, the Chief Operation Officer (COO), overseeing all critical functions, allowing you to focus on what you do best. 2. We can handle specific day-to-day functions of a client’s business, such as operations or finance, reporting to a more senior executive within your organization. 3. Or clients can engage us for certain projects: structuring and bringing products to the market, marketing presentation and supporting, due diligence questionnaires, mock compliance reviews, etc. Functions Prizm Advisory provides functions covering all facets of non-investment operations of the investment organization: 1. Legal and Structuring 2. Budgeting and Strategy 3. Accounting, Audit and Tax 4. Investment Operations 5. Compliance 6. Marketing, Marketing Support and Investor Relations 7. Due Diligence 8. Risk Management 9. Human Resources, Information Technology and Other Miscellaneous