HEDGE FUND CLIENT A
CLIENT PROFILE
Assets Under Management: $100 Billion +
Fund Structure: Master-Feeder Funds, LLCs, Partnerships, and more
Investment Strategy: Fundamental and Quantitative Approaches
GlobeTax Client Since: 2010
CHALLENGE
- Due to the high trading volume, investment principles could not manage monitoring tax recovery opportunities across dozens of funds with different structures and investors
- Reconciling amount multiple prime broker/custodial arrangements added additional complexity to reclaim process
Globetax
SOLUTION
- GlobeTax took responsibility for monitoring 90 client accounts
- The client has seen significant benefit in Switzerland, South Korea, Canada, Japan, Sweden, Germany, Finland, Italy, and more
- We have filed nearly 18,000 reclaims to recover $46 million in tax entitlements
FINANCIAL INSTITUTION CLIENT
CLIENT PROFILE
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CHALLENGE
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GLOBETAX SOLUTION
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