HRC Group, founded in 2003, offers a comprehensive suite of services tailored for investment managers looking to establish mutual funds, closed-end funds, or closed-end interval funds. Their expertise spans fund organization, national account coverage, sales and marketing, and ongoing servicing, primarily targeting major wirehouse and RIA brokerage channels.
As marketing firms, HRC Fund Associates LLC and HRC Portfolio Solutions LLC work to solicit business for third-party asset managers through financial professional intermediaries, while navigating potential conflicts of interest linked to their compensation structure. The firm emphasizes transparency regarding its relationship with affiliate Liberty Street Advisors Inc., which advises some of the mutual funds represented by HRC.
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