Hedge Funds and Hedge Fund Managers

Prime Brokerage Services

Every successful hedge fund needs a trusted partner to navigate the complexities of today’s markets. Since 2000, M.S. Howells & Co. has empowered new and emerging hedge funds with seamless, flexible, and cost-effective solutions tailored to your personalized goals. Whether you need support with operations, trading, or scaling your strategy, our experienced team provides the knowledge and resources you need. Let’s work together to simplify the complexities so you can focus on driving results.

Ready to take your hedge fund to the next level? Let’s start the conversation today.

We have guided the formation of many funds since 2000. We have seen most of the issues, traps, and bottlenecks, and understand the importance of cost-effective yet complete solutions to a new or emerging fund. We will get you established quickly and structured appropriately.

We give new fund managers information and advice to successfully form a new fund, all while avoiding common mistakes that can be problematic in the future. We provide advice on various areas, such as preparing presentations and marketing materials for potential investors and creating an action plan that will allow new managers to control the start-up process. Our professional team can help new hedge fund managers develop and articulate short- and long-term goals, strategic objectives, and operational procedures and protocols. Whether you are a domestic or offshore start-up fund, we have relationships with numerous third-party providers that specifically service the hedge fund community.

Click the button below to download the Hedge Fund Formation Guide.

Hedge Fund Formation

Our Advantage

Explore all the benefits of a committed professional trade desk that is an extension of your fund and tailored to meet your needs.

FULL SERVICE TRADE DESK

We offer a variety of quote and execution platforms right-sized to suit every need. By maintaining relationships with several top tier vendors, we can facilitate direct access systems that empower you to monitor the market and execute trades with split-second timing.

DIRECT MARKET ACCESS

DEDICATED OPERATIONS TEAM

Excellent communication sets us apart. You will be assigned a dedicated representative to handle your account, who will take the time to understand your needs. Our operations team is knowledgeable and responsive and will act as an extension of your fund.

ENHANCED PORTFOLIO REPORTING & RISK ANALYSIS TOOLS

We provide integrated and tailored portfolio reporting and tools to meet your needs. We understand the importance of being able to see the full picture quickly even while on the go.

TECHNOLOGY ASSISTANCE

We have an in-house, experienced technology team that focuses on service and is familiar with our industry.

REFERRAL NETWORK OF SEASONED PROFESSIONALS

We have relationships with numerous third-party providers that specifically service the hedge fund community. We can connect you with key professionals, including accountants, attorneys, third-party administrators, marketing and graphic design firms, and compliance and outsourced regulatory professionals.

With over 20 years of experience, our dedicated team has refined the FINRA registration process to ensure it is as seamless and stress-free as possible. We treat you as a valued partner, handling every detail with care while guiding you through each step, so you can focus on your success.

FINRA Registration


Service and experience set us apart from the rest. Your needs, not your fund size, drive the prime brokerage relationship at M.S. Howells & Co.

-Katrina Santa Maria, CEO


Our Value

Forming a hedge fund is a complicated, highly specialized venture that requires seasoned professionals, including accountants, attorneys, and third-party administrators. We can connect managers with key professionals and help new funds attain Prime Brokerage services through our relationships with Pershing LLC, a BNY Mellon company.

We have served the hedge fund community for 20 years, and our professionals have the experience, skill, and connections to support your goals. 

Links & Resources

Resources

iConnections →

Make the Move

Find out how M.S. Howells & Co. can help you reach your business goals.

We deliver everything you expect from a bulge-bracket prime broker, with one exception, we never forget who we work for.  It is time to make a move. Our professionals will make your transition to M.S. Howells & Co. a quick and seamless experience.