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Comprehensive Fund CFO & COO Solutions

Our expertise encompasses fund structuring, technology implementation and data management, middle and back office support, audit and tax coordination, and more. By partnering with us, you gain a dedicated team committed to streamlining your operations, ensuring compliance, and supporting your firm's growth.​

Find out more

Service Offering

COO + CFO Services

Technology Implementation

COO + CFO Services

Fund Structuring

Technology Implementation

COO + CFO Services

Technology Implementation

Technology Implementation

Middle + Back Office Support

Middle + Back Office Support

Middle + Back Office Support

Middle + Back Office Support

Service Provider Management

Middle + Back Office Support

Service Provider Management

Audit + Tax Coordination

Middle + Back Office Support

Service Provider Management

Trade Reconciliations

Pitch Decks + Marketing Strategy

Shadow NAV Calculations

Shadow NAV Calculations

Pitch Decks + Marketing Strategy

Shadow NAV Calculations

Pitch Decks + Marketing Strategy

Pitch Decks + Marketing Strategy

Strategic Tax Planning + Forecasting

Strategic Tax Planning + Forecasting

Strategic Tax Planning + Forecasting

Strategic Tax Planning + Forecasting

Cash Movement + Controls

Strategic Tax Planning + Forecasting

Books + Records Managment

Books + Records Managment

Strategic Tax Planning + Forecasting

Books + Records Managment

Preferred Technology Providers

Airtable, the platform to build next-gen apps
Dropbox DocSend
Docusign
Zapier

Book a discovery call with us!

Lumen Partners

ops@lumenpartners.co

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Empowering Alternative Asset Managers

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