Bespoke compliance support for private funds
Who We Serve
We build long-term partnerships with our clients across a broad range of private fund strategies, including private equity, real estate, private credit, CLOs, venture capital, hedge and digital assets. We also work with alternative investment strategies and family offices. We assist clients with SEC, CFTC and NFA regulatory requirements.
Our team has a skill set that distinguishes us from other compliance consulting firms: partner-level law firm experience and deep knowledge of fund formation and derivatives regulation. Clients rely on us for strategic support and substantive guidance that reflects both regulatory expertise and a practical understanding of how private funds operate.
Our Story
Our name takes inspiration from the historic San Francisco neighborhood surrounding Alamo Square, a park that served as a refuge for many residents after the 1906 earthquake. The neighborhood is filled with well-maintained and preserved Victorian homes. We appreciate the ornate detail and quality craftsmanship that have allowed these homes to stand the test of time.
Like these stately homes, we believe that compliance programs for private fund advisers should be built to last. An effective compliance program requires strong underlying architecture to provide a framework that supports an adviser’s long-term success. Effective compliance programs are crafted and tailored for an adviser’s strategy and business. They are not based on generic cookie-cutter forms.
Just as these homes should be thoughtfully updated and modernized, compliance programs should evolve with regulatory and industry developments and as an adviser grows. We help advisers translate regulatory requirements into practical solutions that business teams can implement efficiently while maintaining a strong culture of compliance with operational flexibility.
Contact Us
If you would like to discuss whether Alamo Square is the right fit for your firm, we welcome the conversation.