Great Lakes Fund Solutions, Inc.
Great Lakes Fund Solutions, Inc. (GLFSI) is a specialized financial services firm providing outsourced investor services back-office solutions, operating primarily as a Fund Administrator and Transfer Agent for retail investment funds. The company’s enduring mission is to deliver quality and absolute transparency to the sponsors and managing dealers of alternative investment programs. GLFSI utilizes its internally-developed software platform, eSuperior, to customize solutions for clients who raise capital through the independent broker-dealer and RIA channels. These funds typically invest in non-traditional assets like real estate, energy, and commodities, making GLFSI a critical infrastructure provider for the complex alternative investment marketplace.
The firm offers a comprehensive range of core and discretionary services that define the scope of its partnerships with fund sponsor clients. Core services universally provided include robust database and document management, efficient new sales processing, and essential fund operations. GLFSI also offers a suite of discretionary options, such as full-service call center management, treasury support, and comprehensive tax reporting, including 1099s and K1 production. A key feature of its technology is a tiered-access web portal that ensures full transparency to all involved parties, from fund sponsors to financial advisors and individual investors.
GLFSI is a leader in technology integration and data transmission, maintaining direct connections with custodians and integrating with industry systems like DTCC AIP and DST Vision. This technical capability is essential for managing the flow of capital and information in complex fund structures. The firm’s operational expertise covers the full spectrum of investor services, including processing electronic and hard copy subscription documents and on-site payment processing. By delivering customized service scopes and leveraging proprietary software, Great Lakes Fund Solutions enables its clients to focus on capital raising while ensuring accurate, efficient, and transparent back-office administration.
Contact Info:
Address: 500 Park Ave #114, Lake Villa, IL 60046
Phone: 847-265-5000
Email: info@GLFSI.com
Website: glfsi.com
