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Yulish & Associates

One of the most significant challenges facing hedge fund managers is finding high quality and cost-effective administrative support for their businesses. Yulish and Associates was founded to help managers meet this challenge.

Hedge Fund Administration

Our suite of administrative and consulting services allows hedge fund managers to concentrate on what they do best – portfolio construction and investment management – while we focus on the less glamorous but critical operational matters. A robust operational infrastructure is crucial to the success of a fund. Most hedge fund managers come from trading backgrounds and lack knowledge and expertise about the operational side of the business. This point was highlighted in a 2003 study (CAPCO), which reached a conclusion that will surprise many managers: 50% of hedge funds fail due to operational risk, while a surprisingly low 38% failed as a result of investment risk alone.

The principals at Yulish and Associates have deep experience in the hedge fund space, having worked with funds of all sizes over the past two decades. While many other administration firms offer one-dimensional accounting expertise, the principals at Yulish and Associates are not only certified public accountants. They also have held high level positions at sizeable single-manager funds and fund-of-funds, which enables Yulish and Associates to offer clients a unique knowledge base and skill set .

Our mission is to provide our clients with the highest quality service, personalized to their specific needs, at affordable prices. Our unwavering commitment to these core principles has enabled us to grow our business solely through referrals from other service providers and client word-of-mouth.

"Great value proposition with excellent client service. A pleasure to work with, always on-time and always available for follow-up and advice."
Hadi Habal
Habal Capital Group, LLC
"I would recommend Kathryn to everyone in the business, and I would tell friends using larger firms to switch. She is as good as it gets."
Kelly Gasink
Reservoir Investment Partners
"We have been thrilled with Yulish & Associates since we switched administrators 4 years ago."
Randall Gilberd
Rockridge Investment Partners LLC
"They [Yulish & Associates] are fast, accurate, and always nice when answering my questions. I can honestly say it’s a true pleasure to work with them."
Samuel C Wilson, CFA
Taos Global Investors, LLC Network of Sites