Why ALTINAD?

Family offices today want the comprehensive knowledge of markets, strategies, and assets classes inherent in funds, with the transparency and liquidity of separately managed accounts. Hence, family offices like to invest and collaborate with one another in what is known as 'Family Office Club Deals'. Alternative Investment Advisors ("ALTINAD") specializes in the formation and administration of Family Office Club syndicates.

Syndicate Formation: When making the decision between whether to start and manage a fund or syndicate, there are many different options to consider. For emerging managers, it's important to know your options to save you time and money in the long-run.  ALTINAD will work with you to discuss fund / syndicate strategy and structure, advise through creation of essential legal documents (e.g. Subscription Docs, PPM, LPA, etc), and more.

Syndicate Administration: ALTINAD provides syndicate administration services including but not limited to general fund/syndicate management by acting as liaison between fund/syndicate members and service providers, investor relations and disclosures including investor qualification, assisting in overall operations of the fund/syndicate and coordinating corporate communications, general compliance by monitoring compliance with Blue Sky, 1940 Act, IRS, and SEC registration and reporting, and financial/tax reporting.

Investor Management: As administrator, ALTINAD manages investor qualification, onboarding, and the fund's LP/investor portal. Many managers have multiple third-party marketers, placement agents, etc. This can be difficult for the manager to track and many times results in issues including but not limited to, overlapping marketing efforts, disputes over the ownership of an investor/lead and who is entitled to compensation, etc. ALTINAD removes the burden of responsibility from the manager and will act as liaison between marketers, ensuring that all communications are  representative of the opportunity and that there is a system in place for tracking 'ownership' of leads/investors within the fund's secure investor portal.

While acting in this capacity, ALTINAD may also perform the complementary facilitation of capital introductions to its network of private and institutional investors on your behalf, along with providing specific guidance on marketing plan/strategy.

Founded by Jeff Diedenhofen in 2020, ALTINAD was created to fulfill a need for family offices - the desire to co-invest and collaborate with other family office investors. Jeff began his career in venture advisory before moving into technology-focused investment banking and founding ALTINAD. Through relationships built with family offices and other investors during capital raising efforts for emerging hedge fund managers and entertainment/film fund managers, ALTINAD was created to fulfill the need for effective and streamlined family office club syndicate management.