What EAC does

EAC (Experienced Advisory Consultants LLC) is a Stamford, Connecticut-based professional services firm providing outsourced operational, accounting, and consulting services to asset management institutions including hedge funds, private equity firms, venture capital firms, broker-dealers, fund of hedge funds, and family offices. The firm operates twelve distinct service modules spanning the full fund lifecycle: Pre-Launch Consulting, Management Company Accounting, Fund Accounting, Middle Office Support, Front Office Optimization, Investor Relations and Executive Administrative Services, Operational Due Diligence, Treasury Services, Wind Down Services, Custom Projects, Retained Search, and Key Man Contingency Coverage. EAC positions itself as a 'partner and extension of the client's team' rather than a conventional outsourced provider, and the firm is a subsidiary of Suntera.

EAC generates revenue through professional services engagements delivered by a team of 11-50 senior practitioners, many of whom hold CPA credentials and have held CCO, CFO, and COO roles at premier asset management institutions such as Tiger Management, Citadel, FrontPoint Partners, BlackRock, McKinsey, PineBridge, and Merrill Lynch. The firm markets through a sales-led, relationship-driven GTM in which senior principals (including Managing Member Ed Fasano) lead client engagement directly, supported by a digital presence via eacllc.com. No pricing is publicly disclosed; engagements are quote-based and tailored to client needs, with revenue derived from recurring professional services contracts. Customer segments span pre-launch funds through complex multi-billion-dollar institutions, with services delivered directly by EAC staff in North America and Europe.

EAC is a private LLC domiciled in Connecticut with no public listing, funding events, or disclosed financials. The firm has built an ecosystem of partnerships spanning capital raising (Oakpoint Advisors), compliance technology (Pillar Compliance, Salus GRC), financial statement preparation (Phalanx), contract management (Quadrangle Consulting), retained search (Wall Street Options), IT integration (Align), and branding (Cassuto Design). The firm has no proprietary AI/ML or software platform; its differentiation rests entirely on the expertise of its senior practitioners and the depth of its operational integration with client institutions.

Name

EAC

Legal name

Experienced Advisory Consultants LLC

Website

https://eacllc.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

EAC is a Stamford-based professional services firm providing outsourced operational, accounting, and consulting services to asset management institutions including hedge funds, private equity firms, venture capital firms, broker-dealers, and family offices. It is a subsidiary of Suntera.

Ownership category

akta.pro rank

Product category

Asset Management Outsourcing Services

NAICS

Management Consulting Services (54161), Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Outsourced fund accounting
• Middle office support
• Fund administration services
• Pre-launch fund consulting
• Operational due diligence

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services Revenue: EAC generates revenue by providing outsourced back-office, middle-office, and front-office services to financial institutions. Services are delivered by a team of CPAs, CFOs, COOs, and accounting and operations professionals. Revenue is likely derived from recurring professional services engagements with institutional clients in the asset management industry.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

EAC is an outsourced service provider for financial institutions in the asset management industry, delivering a full suite of back-office, middle-office, and front-office services. Its offerings span pre-launch consulting, fund and management company accounting, middle office trade operations, front office optimization, investor relations, operational due diligence, treasury, wind-down, custom projects, retained search, and key man contingency coverage. Services are delivered directly by a team of CPAs, CFOs, COOs, and specialized operations professionals to clients ranging from pre-launch funds through multi-billion-dollar hedge funds, private equity firms, venture capital firms, broker-dealers, fund of hedge funds, and family offices.

Product overview

EAC (Experienced Advisory Consultants) is a full-suite outsourced service provider for the asset management industry, not a software platform. The company offers 12 distinct service modules spanning the fund lifecycle: Pre-Launch Consulting (structuring and infrastructure setup), Management Company Accounting, Fund Accounting, Middle Office Support, Front Office Optimization, Investor Relations and Executive Administrative Services, Operational Due Diligence, Treasury Services, Wind Down Services, Custom Projects, Retained Search, and Key Man Contingency Coverage. These services are designed to establish strong control frameworks for hedge funds, private equity firms, venture capital firms, broker-dealers, and family offices, serving clients ranging from pre-launch funds to multi-billion-dollar institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Pre-Launch Consulting Consulting services for launching funds including structuring, operational infrastructure setup, marketing material creation, and due diligence questionnaire preparation for asset managers entering the market.
• Management Company Accounting Establishes a strong control framework commensurate with business operations to satisfy investor requirements for asset management firms' management companies.
• Fund Accounting Harnesses deep experience running accounting departments for multi-billion-dollar platforms, including NAV calculation and financial statement preparation for funds.
• Middle Office Support Full service or tailored middle office support for trade operations, reconciliations, and settlements at hedge funds and other asset managers.
• Front Office Optimization Integrates a holistic front-to-back-office experience to maximize Alpha, with expertise in trading, risk, and workflow integration for buy-side clients.
• Investor Relations and Executive Administrative Services Spearheads investor communications while providing white glove C-Suite support and CAO services for asset management firms and family offices.
• Operational Due Diligence Thorough assessment of operational infrastructure and internal controls, including mock-ODD services, DDQ assistance, and operational risk review for investment managers.
• Treasury Services Comprehensive treasury and counterparty management services for asset managers and their funds.
• Wind Down Services Expert opinion and workflow creation around every aspect of the fund wind-down process for asset managers and investors.
• Custom Projects Non-investment, custom projects delivered to ensure operational scale and maximum efficiency for asset management clients.
• Retained Search End-to-end talent search partner for buy-side clients seeking investment, operations, and finance professionals.
• Key Man Contingency Coverage Safety net for key accounting staff and services, protecting asset managers from unforeseen risk and exposure when key personnel are unavailable.

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• Cassuto DesignminorOthersCassuto Design provides branding and marketing services to EAC, supporting the company's visual identity and marketing communications.
• Oakpoint AdvisorsminorGTM or Marketing PartnerOakpoint Advisors serves as a capital raising partner for EAC, referring clients in need of fundraising support.
• PhalanxminorOthersPhalanx provides financial statement preparation services in partnership with EAC, supporting clients' accounting and reporting needs.
• Quadrangle ConsultingminorImplementation/ SI/ Consulting PartnerQuadrangle Consulting provides contract management, negotiation, and software services as a strategic partner to EAC's client base.
• Wall Street OptionsminorOthersWall Street Options provides retained search and consulting services for talent acquisition, supporting EAC's retained search and recruitment service offerings.
• SunteracoreOthersEAC is identified as 'A Suntera Company.' Suntera is the parent organization providing EAC with institutional backing and association with a broader financial services platform.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Withum: Withum provides audit, tax, fund administration, and outsourced operational services to hedge funds, PE/VC, broker-dealers, and family offices. Comparable service breadth to EAC and similar mid-tier target market of emerging and mid-sized asset managers.
• Alvarez & Marsal Private Equity Performance Improvement: A&M provides operational consulting and interim management services to financial institutions and asset managers. Overlaps with EAC's COO/CFO/CCO outsourced placement, operational due diligence, and turnaround/wind-down services.
• Acuity Knowledge Partners: Acuity provides outsourced research, operations, and asset management support services to financial institutions globally. Highly comparable model to EAC, offering specialized outsourced professional services to alternative asset managers with a similar tier-1 talent focus.
• Eisner Advisory Group / Eisner Amper: Eisner Amper provides accounting, tax, fund administration, and outsourced CFO/COO services to hedge funds, PE, and family offices. Direct competition for EAC's management company accounting, fund accounting, and outsourced CFO offerings to alternative investment firms.

Broad incumbents

• Citco Fund Services: Citco is a global fund administrator providing fund accounting, NAV, and middle office services to hedge funds and alternative asset managers. Overlaps directly with EAC's fund accounting, middle office, and management company accounting offerings, but at significantly larger scale.
• SS&C Technologies: SS&C Technologies is a large-scale fund administrator and technology provider serving hedge funds, PE, and other asset managers. EAC competes for the same outsourced fund accounting, middle office, and administration engagements but at a smaller, more relationship-driven scale.
• State Street Alternative Investment Services: State Street provides middle office, fund accounting, and operational services to hedge funds and other alternatives managers. Maurizio Armenti previously held Senior Fund Accountant roles at State Street, evidencing directly comparable capability and client base.
• Northern Trust Hedge Fund Services: Northern Trust provides fund administration, custody, and middle office services to alternative asset managers. Chris Dowsett, EAC's Director of Management Company Accounting, previously held VP-Fund Administration at Northern Trust, evidencing direct labor market and capability overlap.
• KPMG Fund Services (US): KPMG provides audit, tax, and advisory services to asset managers including outsourced accounting, compliance, and operational due diligence. Several EAC senior team members (Jacob Carmona, Barry Ipp) came from KPMG, evidencing direct capability overlap.

Regional players

• Maples Group Fund Services: Maples Group provides fund administration, fiduciary, and regulatory services to alternative asset managers globally. Comparable in fund accounting, investor services, and regulatory/compliance offerings, with stronger Cayman/BVI fund reach relevant to EAC's international hedge fund clients.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/experienced-advisory-consultants-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EAC