SALI Fund Services, a JTC Group Company

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 Activities
Portfolio Management
All 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 Contact
Aaron Ismail Director of Compliance
Email Phone
Eduardo A. Perez, Cpa Assistant Controller at Sali Fund
Email
Jacqulyn "Nicki" Forte, Cpa, Macc Fund Accountant at Sali Fund Services
View
Shane Smith Director - Fund Services
Email

Employees by Management Level

Director 5 profiles
Individual contributor 3 profiles
Manager 2 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
General 1 1 1
Finance 1 1 1
Sales 1 1 0

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