Commitment to Service. Industry-Leading Capabilities. Entrepreneurial Culture.
For more than a decade, BTIG has provided industry-leading Prime Brokerage services for equity-focused hedge funds and separately managed accounts. With a highly-collaborative business model, BTIG Prime Brokerage partners with emerging and established fund managers to build long-term client relationships.
The cornerstone of BTIG’s Prime Brokerage offering is high-touch client service. Clients benefit from dedicated points of coverage across trading and operations that include an account executive for operations, an experienced trader and a senior relationship manager who acts as a conduit to the full breadth of resources at BTIG. The Prime Brokerage team is comprised of seasoned professionals who have spent the majority of their careers working within the prime brokerage space. Leveraging years of expertise in operations, systems and trading, BTIG is uniquely positioned to help clients navigate and succeed in today's competitive marketplace.
Prime Brokerage clients are assigned a dedicated trader that can replicate the day-to-day functions of an in-house trader (Outsource Trading). As an alternative, clients also have access to a sophisticated direct market access (DMA) platform to trade electronically. Clients leverage 24/6 market coverage through a trading team which possesses a global perspective and access to local expertise. Additionally, BTIG’s experienced Equity Derivatives team is available to assist with hedging strategies while our Commission Management platform provides for the administration of soft dollars.
Reporting, Analytics and Tech Start-Up Support
BTIG’s sophisticated portfolio reporting system caters to the specific needs of our clients. The web-based client portal offers over 100 portfolio reports. Clients also have the ability to customize reports through a dynamic query system and view tick-by-tick performance through our proprietary, real-time P&L application. As a Prime Brokerage client, funds benefit from IT start-up support, implementation and consulting to ensure that they operate in the most efficient environment possible.
Custody and Clearing Solutions
Custody and clearing solutions are available through fully-disclosed introducing broker relationships with two of the industry’s most respected providers, Goldman Sachs Execution & Clearing, L.P. and Pershing LLC, a BNY Mellon company. In addition, clients have the option to hold assets at both custodians creating a multi-prime brokerage environment.
Prime Brokerage clients also have exclusive access to BTIG’s Capital Introduction Team. Through long-standing relationships with seed investors, strategic allocators, family offices and fund of funds, we strive to make introductions between managers and investors that are targeted and yield meaningful results.