HBMJ Consulting
HBMJ Consulting is a New York-based boutique consulting firm founded in 2004 that provides accounting and operations services — including Geneva platform implementation, custom reporting, staff augmentation, and support — to hedge funds, private equity firms, and fund administrators.
- Company typePrivate
- Founded2004
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What HBMJ Consulting does
HBMJ Consulting, LLC is a New York-based boutique consulting firm founded in 2004 by Dan Hunter that provides accounting and operations solutions to alternative asset managers, including hedge funds, private equity firms, hybrid funds, and fund administrators. The firm specializes in implementation, upgrade, conversion, and ongoing support for SS&C Advent Geneva, the leading portfolio accounting platform for the alternative investment industry, and extends its practice to World Investor, Wall Street Office, and FIS Investran environments. Proprietary tooling layered on top of these third-party platforms includes the Workflow Manager (WFM) for data transformation and scheduling, an Automated Alert Monitoring Tool for system safety, and Custom Report Script Language (RSL) / RDL development for report customization.
The firm delivers services through six core offerings: Financial Accounting System Solutions, Custom Reporting, Business Process Optimization, Project Management, Staff Augmentation, and Support & Maintenance. Its revenue model is engagement-based professional services, including multi-year support and maintenance contracts with customizable service level agreements, plus staff augmentation for temporary or long-term client needs. HBMJ maintains a US multi-office footprint across New York, Dallas, Jacksonville, Hackensack, and Ponte Vedra Beach, and serves 50+ premier clients with 110+ completed engagements over its 21-year history.
In October 2025, HBMJ was acquired by F2 Strategy, a Chicago-based tech consulting firm backed by Renovus Capital Partners. HBMJ now operates as a subsidiary within the F2 Strategy platform alongside Aliter Investment Services, positioning the combined entity as a broader alternative investment services platform spanning consulting, system implementation, and outsourced operations. Founder Dan Hunter and other senior leaders including CTO Chuan-Jay Lin and Managing Director Nathan Morey continue to lead delivery, drawing on prior experience at GlobeOp Financial Services, Lombard Odier, Davidson Kempner, Sculptor Capital, and SS&C GlobeOp.
HBMJ Consulting firmographics
Firmographics- Name
- HBMJ Consulting
- Legal name
- HBMJ Consulting, LLC
- Website
- https://hbmjconsulting.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- HBMJ Consulting is a New York-based boutique consulting firm founded in 2004 that provides accounting and operations services — including Geneva platform implementation, custom reporting, staff augmentation, and support — to hedge funds, private equity firms, and fund administrators.
- Ownership category
- akta.pro rank
HBMJ Consulting industry classification
Industry- Product category
- Financial Operations Consulting
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Strategy & Corporate Development Consulting (BPAHACAA)
- akta.pro secondary industry
- Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)
Keywords
Where HBMJ Consulting is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
HBMJ Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Consulting Services: Engagement-based consulting including system implementations, upgrades, conversions, and business process optimization for alternative asset managers.
- Staff Augmentation: Providing qualified fund accountants and operations professionals to support temporary or longer-term client needs without enduring commitment of hiring internally.
- Support & Maintenance Contracts: Customizable service level agreements providing daily infrastructure support, maintenance, system monitoring, and help desk services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
HBMJ Consulting product offering
Product offeringCore offering
HBMJ Consulting is a boutique consulting firm providing accounting and operations solutions for alternative asset managers, including hedge funds, private equity firms, and fund administrators. Its core services encompass implementation, upgrades, and support for portfolio accounting platforms (primarily SS&C Advent Geneva, plus World Investor, Wall Street Office, and FIS Investran), complemented by custom reporting, business process optimization, project management, staff augmentation, and ongoing support and maintenance engagements.
Product overview
HBMJ Consulting operates as a boutique consulting firm offering a suite of professional services for alternative asset managers. The core offerings include Financial Accounting System Solutions (specializing in SS&C Advent Geneva and FIS Investran implementation, upgrades, and support), Custom Reporting, Business Process Optimization, Project Management, Staff Augmentation, and Support & Maintenance. The company also provides specialized services for World Investor and Wall Street Office platforms. These services are delivered as consulting engagements rather than standalone software products, with the Geneva platform expertise being the primary focus area since the company's founding in 2004.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Accounting System Solutions Implementation, conversion, and upgrade services for portfolio accounting platforms including SS&C Advent Geneva and FIS Investran, covering front-to-back execution, data flows, integration, report customization, and upgrade management for alternative asset managers.
- Custom Reporting Rapid turnaround reporting solutions using proprietary automated tools for report generation, data mapping, loaders, schedulers, and extracts, including Geneva-specific RSL and RDL development.
- Business Process Optimization Operational transformation services including current state assessment, back office workflow redesign, gap analysis, vendor selection, systems integration, and strategic roadmap planning for alternative investment firms.
- Project Management Structured project governance combining best practice methodologies with hands-on execution for complex implementations, upgrades, and migrations, covering scope, schedule, resourcing, and budget tracking.
- Staff Augmentation Temporary and long-term staffing solutions providing hedge fund and private equity accounting and operations professionals to support reconciliations, trade breaks, daily production, monthly closings, and fund accounting functions.
- Support & Maintenance Ongoing infrastructure support, system monitoring, help desk services, and custom RSL development with customizable service level agreements for daily business optimization.
- Geneva Implementation Services Expert implementation services for SS&C Advent Geneva accounting platform, including new implementations, upgrades, conversions, custom development, data workflow management, and training since 2004.
- World Investor Services Implementation and consulting services for World Investor portfolio accounting system.
- Wall Street Office Services Implementation and consulting services for Wall Street Office financial systems.
Quantifiable outcome
- Reduced RSL count through process automation
- +3 more outcomes
Companies that use HBMJ Consulting
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles1 record
HBMJ Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
HBMJ Consulting partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- F2 StrategycoreF2 Strategy, backed by Renovus Capital Partners, acquired HBMJ Consulting to strengthen its offerings in hedge fund operations and data management. HBMJ now operates under the umbrella of F2 Strategy companies, enhancing F2's platform capabilities in system implementation, data transformation, and workflow automation for alternative asset managers.
- Aliter Investment ServicesminorAliter Investment Services was previously acquired by F2 Strategy in 2025, representing another acquisition in F2's platform expansion strategy alongside HBMJ Consulting.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
HBMJ Consulting competitors and assessment
Company assessmentDirect peers
- Aliter Investment Services: Sister company under F2 Strategy following its 2025 acquisition alongside HBMJ. Provides alternative investment operations and consulting services, making it functionally comparable in target market, offerings, and delivery model.
- F2 Strategy: Parent company of HBMJ Consulting and a tech consulting firm serving asset managers. Operates the same go-to-market (alternative asset operations, data transformation, workflow automation) and shares client overlap, making it the closest comparable business model and customer base.
- Lionpoint Group: Boutique consulting firm focused exclusively on alternative asset managers, covering operations, technology, and data. Most directly comparable to HBMJ by target customer, consulting delivery model, and boutique scale.
- FIS: Vendor of the Investran portfolio accounting platform — listed by HBMJ as one of its core platforms. FIS offers implementation and consulting services for Investran, directly competing with HBMJ on adjacent technology and shared asset-management clients.
- SS&C Technologies: Vendor of the SS&C Advent Geneva portfolio accounting platform that is HBMJ's core specialty. SS&C also provides implementation and managed services for Geneva clients, directly competing with HBMJ on the same platform and same customer set.
Broad incumbents
- PwC: Big Four firm with an asset and wealth management consulting practice that delivers operations, technology, and risk advisory work. Competes with HBMJ on enterprise engagements where clients favor a global, full-service provider over a boutique specialist.
- Citco: Large fund administrator that also delivers operational and technology consulting to alternative asset managers. Comparable to HBMJ on the middle/back-office operations target market while operating at significantly greater scale.
- EY (Ernst & Young): Big Four firm providing consulting and managed services to alternative asset managers, including platform implementations, regulatory reporting, and finance transformation. Overlaps with HBMJ on technology-enabled operations work for hedge funds and PE firms.
- KPMG: Big Four firm with a large asset-management consulting practice covering operations transformation, finance modernization, and risk advisory. Competes with HBMJ on larger mandates and brings broader scale and cross-functional services to the same hedge fund and PE client base.
- Deloitte: Big Four firm with significant alternative investment operations, technology, and finance consulting capabilities. Targets the same mid- and back-office modernization engagements as HBMJ but at a larger scale and as part of a broader advisory portfolio.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
HBMJ Consulting social profiles
Digital presenceHBMJ Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
HBMJ Consulting leadership team
Management profileNumber of profiles
Profiles3 records
HBMJ Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HBMJ Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HBMJ Consulting
What does HBMJ Consulting do?
HBMJ Consulting is a boutique consulting firm providing accounting and operations solutions for alternative asset managers, including hedge funds, private equity firms, and fund administrators. Its core services encompass implementation, upgrades, and support for portfolio accounting platforms (primarily SS&C Advent Geneva, plus World Investor, Wall Street Office, and FIS Investran), complemented by custom reporting, business process optimization, project management, staff augmentation, and ongoing support and maintenance engagements.
Is HBMJ Consulting a public or private company?
HBMJ Consulting is a private company. It is classified as corporate owned and is currently acquired.
When was HBMJ Consulting founded?
HBMJ Consulting was founded in 2004. It employs 11 to 50 people.
Where is HBMJ Consulting based?
HBMJ Consulting is headquartered in New York, United States, in the North America region.
How does HBMJ Consulting make money?
Three revenue lines are on record. Professional Consulting Services are the primary driver. The others are staff Augmentation and support & Maintenance Contracts.
Who are HBMJ Consulting's main competitors?
Direct peers on record are Aliter Investment Services, F2 Strategy, Lionpoint Group, FIS and SS&C Technologies. Broad incumbents are PwC, Citco, EY (Ernst & Young), KPMG and Deloitte.
Does HBMJ Consulting have an API?
No public API is recorded for HBMJ Consulting.
What industry is HBMJ Consulting in?
HBMJ Consulting's product category is Financial Operations Consulting. Its primary akta.pro industry code is BPAHACAA, Strategy & Corporate Development Consulting, with a secondary code of FSAEADAG, Risk Management Consulting (Enterprise & Operational Risk). Its NAICS code is 54161 and its SIC code is 8742.