New 3PM Formed To Market Hedge Funds

Sep 9 2008 | 10:55am ET

There’s a new third-party marketer in town: KP Securities and Sophia Capital Securities are joining forces and combining resources to form Belvedere Global Investors, a distribution boutique focused on alternative investments.

The firm is headquartered in Belvedere, Calif., and is raising capital for hedge, private equity and venture capital funds and funds of funds, as well as for private companies seeking direct investments. Belvedere will also organize private roundtables whereby institutional investors can meet select alternative investment managers over the course of a one-day event that excludes vendors and the press.

“This transaction will allow our team to continue deepening its geographic coverage of investing clients and fund managers, bringing under one roof a truly global collection of relationships,” said Keith Pagan of KP Securities.


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Chicago-based independent futures brokerage and clearing firm R.J. O’Brien & Associates (RJO) has hired industry veteran Daniel Staniford as Executive Director, responsible for the firm’s institutional business development in New York and London.

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