Hedge Funds and Hedge Fund Managers
Hedge Fund Broker Dealer
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
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.
Our Soft Dollar program enables investment managers to offset research and market data costs using trading commissions, without sacrificing what matters most - quality execution.
SOFT DOLLARS
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 over 25 years, and our professionals have the experience, skill, and connections to support your goals.
Direct Market Access
For active money managers who like to keep their hands on the wheel.
We offer a variety of quote and execution platforms right-sized to suit every need. By maintaining relationships with several top-tier vendors, we offer clients access to direct-access trading systems designed to help you monitor market activity and route orders efficiently. We also support API connectivity, enabling seamless trading functionality and workflow automation. All in addition to our full-service trade desk, because sometimes life takes you out of the office.
Actual execution speed and order fulfillment depend on market conditions, order size and type, system capacity, and factors outside our control, including third-party vendor performance. Direct access to trading systems does not eliminate market risk, and technology or connectivity issues may delay or prevent execution.
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.