Private Investors

Hiring a knowledgeable administrator for fund administration services for private investors can help relieve you from non-core, operational middle back-office functions and allow you to focus on what you do best – deal-making and securing capital. The knowledge and experience of a BlueStone Services administrator better equips you for the challenges of a growing fund. Staffing flexibility allows you to respond quickly to increases in the volume of transactions while reducing the cost of hiring new or idle staff.

Our BlueStone team can help support the essential fund administration services you need in a cost-effective manner. We provide middle back-office services on a weekly, monthly and ongoing/occasional basis. For a full list of services and to understand how BlueStone’s outsourcing solutions can support your business needs, contact us today.

Bluestone Services is a subsidiary company of KatzAbosch, a leading accounting firm in the Maryland area for over 50 years. If you need accounting, tax compliance and planning, and assurance services to complement your outsourcing needs, please click here to learn more.

Common Services

Capital Call Management

Work with our team to set up a regular cadence of capital calls to help your investors plan for efficient capital deployment.

Account Summaries

Let our team help you pull up-to-date information easily, so that you can do your job faster.

Partner Updates

Work with our team to provide transparent and efficient communication plans. From quarterly reports to up-to-the-minute data and charts to illustrate your points for your updates.

Tax and Audit Assistance for Filing

Our team can compose financial reports, gather documents for tax returns and audit preparation.

Private Investors FAQ

What are the benefits of using middle-back-office services for private investors?

For fund managers the benefits of using a fund administrator to support your middle-back office tasks are numerous. The right fund administrator can help highlight your team’s strengths, offset any weaknesses and offer experience and support. Our expert team transform your operations meaning you’re able to scale and flex to changing requirements without having to increase your headcount and we’ll help you to quickly reshape data into meaningful insights for improved decision making.

What should I look for when choosing a fund administrator?

Your fund administrator is critical to your success. A quality fund administrator should understand the intricacies of your business and have the following attributes:

Industry Experience & Knowledge. An experienced fund administrator is knowledgeable about investment types and the time it takes to turn work around. Partnering with an experienced, provider integrates your entire back-office function within a single structure to allow for quick set-up and the day-to-day management of launching and managing a fund seamlessly.

Client Centric Size. Partnering with an experienced, boutique administrator that can provide a personalized service based on your specific needs may be a better fit over a much larger administrator firm with technology one-fit all solutions. BlueStone’s size allows our administrators the ability to quickly align our services with your needs and expectations, allowing your team to focus on core priorities of driving investment decisions, raising capital, and increasing investor returns.

Credibility.  You need to ensure that the fund administrator has effective controls in place to ensure efficiency and reliable financial reporting including compliance with laws and regulations, in addition to secure solutions for working with your data. At BlueStone Services, your knowledgeable fund administrator works as an extension of your team, managing your business and fund operations over the lifecycle of your fund. The exceptional accounting, administration and advisory support delivered by them and the BlueStone team helps fulfill regulatory, financial and tax reporting obligations while strengthening accuracy and promoting transparency.

What deliverables can I expect from BlueStone’s middle-back-office services team for private investors?

It depends on the needs of the client; in most cases we generally provide support that includes fund operations and financial reporting to stakeholders from capital calls and quarterly reporting to working with K1s.

What makes BlueStone’s middle-back-office services for private investors unique?

We are committed to being customizable and tailored to your needs. We personalize our operational processes and match you with the team member best-suited for your unique needs.

What is capital call management for private investors?

It entails notifying the investor of the call, processing and transferring the funds, and providing confirmation of the completed transactions. Successful deals depend on the ability to move faster, drive rapid and strategic growth, and create greater value throughout the transaction lifecycle. Let our experienced BlueStone’s administrators provide quality and seamless capital call management services so you can focus on actional results for all stakeholders.

How does BlueStone’s middle-back office assurance and tax services work for private investors?

Your administrator will oversee collecting and managing documents for audit and tax preparation purposes. BlueStone’s team can work with any third-party assurance or tax partner; or we’re happy to provide introduction to our parent company, KatzAbosch, a 50-year-old regional CPA and business advisory firm for your assurance and tax needs if appropriate.

What does a fund administrator do for private investors?

Outsourcing some of the more “middle-back-office” responsibilities to a fund administrator helps you control your costs, drive growth, satisfy investor demands and achieve operational efficiency.

Does BlueStone serve private investors near me?

BlueStone specializes in providing exceptional outsourcing services for private investors near you. Located in Columbia, MD, our office is conveniently accessible to businesses in various cities. As a private investor, you can trust BlueStone to offer comprehensive assistance tailored to your specific needs. We serve cities such as:

  • Frederick, MD
  • Mt. Airy, MD
  • Rockville, MD
  • Gaithersburg, MD
  • Takoma Park, MD
  • Barnesville, MD
  • Brookeville, MD
  • Chevy Chase, MD
  • Friendship Heights, MD
  • Garrett Park, MD
  • Glen Echo, MD
  • Kensington, MD
  • Laytonsville, MD
  • Poolesville, MD
  • Somerset, MD
  • Washington Grove, MD