SALI Fund Services, a JTC Group Company
Investment Management
Austin, Texas, United States
70 employees
- Employees
- 70
- Contacts
- 3
- Emails
- 3
- Phones
- 1
SALI Fund Services, a JTC Group Company Overview
- Headquarters
- Austin, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- sali.com
- Industry
- Investment Management
- Employees
- 70
- Founded
- 2002
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About SALI Fund Services, a JTC Group Company
Founded in 2002, SALI Fund Services, a JTC Group company, provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 200+ IDFs and over 70 Separately Managed Accounts (SMAs) for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
SALI Fund Services, a JTC Group Company Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
SALI Fund Services, a JTC Group Company Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Aaron Ismail | Director of Compliance | Austin, Texas, United States |
Email
Phone
|
| Eduardo A. Perez, Cpa | Assistant Controller at Sali Fund | Austin, Texas, United States |
Email
|
| Jacqulyn "Nicki" Forte, Cpa, Macc | Fund Accountant at Sali Fund Services |
View
|
|
| Shane Smith | Director - Fund Services | Austin, Texas, United States |
Email
|
Employees by Management Level
Director
5 profiles
Individual contributor
3 profiles
Manager
2 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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