JC
Jimmy Chao
Associate Vice President at Gemini Fund Services
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Work Experience
Associate Vice President
Apr 2012 - Present · 12 years and 8 months
Vice President, Fund Administration
Oct 2006 - Apr 2012 · 5 years and 6 months
the citco group of companies
Senior Fund Accountant
Jun 2005 - Oct 2006 · 1 years and 4 months
Company Details
201-500 Employees
Investment advisors can protect revenue streams and grow assets under management by finding scale and targeting underserved investment areas. In particular, launching a registered product such as a mutual fund, ETF, or variable insurance trust can give an advisor access to a broader investor base, increase operational efficiencies, and reduce transaction costs, while protecting value-add. Gemini partners with investment managers to provide services along the entire life cycle of their registered products, from fund strategy development, launching, SEC filing, and distribution through ongoing administration, accounting, reporting, and compliance. Gemini can manage the entire fund launch or conversion project and offers expert internal resources to help the advisor minimize separate hourly fees from independent legal, auditing, compliance, and tax professionals. Gemini is also a pioneer in helping establish access to alternative investment strategies – such as managed futures – via more traditional liquid structures such as mutual funds or ETFs.
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services
HQ Location
80 Arkay Drive Suite 110 Hauppauge, NY 11788, US
Keywords
Helping advisors start pooled investment productsBringing alternative style mutual funds to marketTurnkey mutual fund and hedge fund servicesFund adminstratioccounting and transfer agency services
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