Prime Brokerage Solutions for Emerging and Mid-Size Managers
We’re an experienced team with tried-and-tested capabilities, supporting growing managers with seamless trade execution, clearing, and investor-ready reporting solutions from launch through roughly $1B in AUM.
We collaborate with liquidity partners including Clearpool, Matrix Executions, GTS and others, offering a full suite of equity and options algorithms that can be custom-tailored to your execution objectives and the realities of more concentrated books.
Single request – multi-custodian locate, API interface We have implemented a single-request system that communicates with multiple clearing firms to request locates for clients, giving small and mid-size managers efficient access to stock loan traditionally associated with larger platforms. This fully automated and highly scalable system has been praised by clients as an efficient way to access stock loan across custodians. Customers can also build their own “black-box” algorithms that utilize our AGP Prime stock loan API to request locates directly from their models.
Robust, customizable, and investor-ready
We offer full data integration across clearing and trading systems, providing consolidated reporting solutions for your business, administrator, and investors through our cloud-based data warehouse and automated reporting infrastructure.
Managers with lean operations can produce accurate, timely reports across multiple custodians
and strategies without adding extra operations headcount.
High-touch and accountable
We provide boutique client service built on industry-leading clearing and technology solutions, fully supported by the senior leadership team and partners of AGP.
Our client service professionals understand the expectations of sophisticated investors and the consequences of missed deadlines, and we design onboarding and support for managers who cannot afford to be “tiered” by AUM.
Our team has decades of experience through some of the most historic market periods, bringing that perspective to your day-to-day needs.
Advocacy for growing managers
We strive to continuously provide exceptional client advocacy for today’s evolving regulatory and business environment, helping emerging and mid-size managers institutionalize processes as they grow.
We listen, think, and then act - working with your other partners to address regulatory and operational issues efficiently.
Streamlined, scalable, and recognized by investors
We run all our infrastructure and systems on AWS, the world’s leading cloud-based solution
provider, giving your investors the reliability and security standards they expect from institutional platforms.
This cloud-based approach provides exceptional reliability and scalability and ensures your operation is fully functional without geographic boundaries or limitations.
Prime brokerage services for managers returning investor money and continuing to manage their family’s wealth.