SDDco delivers deep expertise and personalized guidance to our clients which includes broker-dealers, registered investment advisors, futures commission merchants, private funds, technology firms, and new business ventures. We help them to sustain a strong accounting and compliance infrastructure to support the prosperity of your business.

SDDco PROVIDES OUTSOURCED SUPPORT TO:

Third-party marketers

Foreign firms operating under Rule 15a-6 of the US Securities Exchange Act

Introducing brokers

Mergers & acquisitions brokers

Underwriting brokers

Proprietary trading brokers

Alternative Trading Systems

Fin tech

SEC and state registered

Managers of individual accounts (SMAs)

Mutual fund managers

Portfolio allocation managers

Hedge fund and private equity fund managers

Exempt reporting advisors

Private equity

Venture capital

Hedge funds (small–midsized)

Family offices

Introducing brokers

Full clearing brokers

Commodity Pool Operators (CPOs)

Technology

Start-ups

WHO WE SERVE

“When you hire SDDco, you benefit from the talent and expertise of the entire firm rather than that of an individual practitioner more limited in scope and resources.”

 

SCOTT DANIELS

Chairman and Founder