LeverPoint started in 1995 as part of The Encompass Group of The Ayco Company L.P., a Goldman Sachs subsidiary. In August of 2007, the business spun out of The Ayco Company and formed LeverPoint, and has since been operating as a leading boutique Fund Administration firm.
LeverPoint provides accounting and Fund Administration solutions to over 105 firms with approximately $50B in AUA. Our clients are spread over a diverse range of Private Equity and Venture Capital firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B.
Fund Administration Services
LeverPoint offers high quality Fund Administration solutions that increase operational efficiency of your firm. From traditional to complex structures, our team of over 150 trusted professionals are ready to act as your partner; an extension of your firm. With expertise that extends to all Private Equity and Venture Capital Fund types and structures, we are dedicated to helping you keep pace with constantly changing regulatory and market demands, while providing quick solutions to new challenges. We work with Funds of all sizes, including smaller Funds and those with billion-dollar commitment, including:
Our Management Company service team performs the day-to-day operations to support management entities of all sizes. From Management Companies of sub-ten employees, to Management Companies of over 200 employees, LeverPoint can provide a complete solution or assist your internal staff with a service offering that matches the needs of your firm.
Tax & FATCA Services
Our internal Tax Group provides Funds, Co-Investment Entities, General Partners, Management Companies, and Special Purpose Vehicles with complete, accurate, and timely tax reporting services. LeverPoint is also committed to assisting with FATCA requirements.
Our Treasury Group provides Treasury transaction and banking services, specializing in the review of transaction requests to ensure completeness, accuracy and conformance to the specific banking and industry standards.