Our Services

Investors & Advisory Firms

Institutional investors hire Shadmoor to manage their operational due diligence needs. Shadmoor provides co-sourced solutions to identify and remediate operational risks prior to initial investment and ongoing monitoring for the duration of the investment. Shadmoor’s investor universe includes: institutional investors, family offices, fund of funds, high net worth individuals, advisory firms, and wealth management platforms.

Operational Due Diligence Staff Augmentation

A select group of institutional investors have engaged Shadmoor to supplement and/or complement their internal operational due diligence teams, whereby Shadmoor personnel work within the client’s own procedures and templates.

Third-Party Marketing Firms

Third-party marketing firms hire Shadmoor for independent operational risk assessments of investment managers and their funds prior to the execution of a marketing engagement.