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Hedge Funds, Investment Advisors, Private Equity, Venture Capital and other Asset Managers Print

Today you are more exposed than ever. The environment has never been more challenging. Claims can arise from investors, regulators, competitors, employees and others. Our expertise, experience and market resources can help protect you.

With more than 20 years of experience insuring hedge funds and other asset managers, we offer specific expertise that helps protect hedge funds, investment advisors private equity firms, venture capital firms and mutual funds.

You Have Only One Chance to Make a Great Impression
For hedge funds and other asset managers, it is essential to choose an insurance broker with both experience and expertise because there are only handful insurers capable of providing the coverages they need. Since risks within the insurance market are very often spread among several insurance companies, it is not uncommon to have only one opportunity to represent your firm to the entire insurance marketplace.

Come to a broker who understands your business. As a discreet and trusted advisor for hedge funds and other professional asset managers, we can customize a cost-effective insurance strategy to help you confidently manage your unique risks and thrive.

Our clients include funds ranging in size from several hundred million dollars to tens of billions of dollars under management. Whether your fund is brand new or well established, our resources are second to none. A typical insurance package for hedge funds and other asset managers can include:

  • Errors & Omissions / Directors & Officers Liability: Protects your personal and firm assets against allegations of damages caused by “wrongful acts” such as breach of duty, errors, omissions, misstatements and other allegations.  We can design an insurance package covering legal defense, settlements and judgments.
  • Employment Practices Liability: Protects against allegations of discrimination, harassment and similar acts.
  • Crime Insurance: Coverage for losses from the dishonest acts of employees; unauthorized trading; loss of money and securities; depositors forgery; wire transfer fraud and computer fraud; and other risks Coverage may also be written to include ERISA plans.
  • Fiduciary ERISA Bonding: Fulfills statutory requirements for managers of pension assets
  • Property-casualty policies customized for the special needs and challenges of fund management.
  • Coverage for overseas offices and travel risks.
  • Competitive employee benefit plans for highly compensated employees and principals.
  • Life insurance and disability insurance for principals and/or key individuals
  • Expert personal insurance for principals and key employees.

Not all insurance is the same. Not all insurance brokers are the same. Call us today at 212-294-4900 for a confidential review of your hedge fund insurance coverages.