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Our Clients
Our clients range from small, emerging money managers to leading global asset management firms. Our clients trust us to handle a task integral to their business success – updating consultants and third-party databases – affording them time to focus on other important functions within their organizations.

Representative Client List:
  • A.R. Schmeidler & Co., Inc
  • Absolute Asia
  • Accuvest Global Advisors
  • AH Lisanti Capital Growth, LLC
  • Alexander Capital Management Group
  • Allianz Global Investors Capital
  • AlphaSimplex Group, LLC
  • Analytic Investors, LLC
  • Aperio Group, LLC
  • ArrowPoint Partners
  • Autonomy Capital Group
  • Bahl & Gaynor Investment Counsel
  • Bank Vontobel AG
  • Barclays Capital Services Limited
  • Beck, Mack & Oliver, LLC
  • Bedlam Asset Management
  • Beutel, Goodman & Company, Ltd.
  • Bradford & Marzec, Inc.
  • Breckinridge Capital Advisors, Inc.
  • Breithorn Capital Management
  • Bridgeway Capital Management
  • Chandler Asset Management
  • Crosslink Capital
  • Chilton Capital Management
  • D.F. Dent & Company, Inc.
  • Diversified Credit Investment
  • Duff & Phelps Investment Management Co.
  • Epoch Investment Partners, Inc
  • Financiere de l'Echiquier
  • Finisterre Capital, LLC
  • Fischer Financial Services, Inc
  • Gateway Investment Advisors, LLP
  • Global Currents Investment Management, LLC
  • Global Thematic Partners, LLC
  • Grant Capital Partners
  • Hodges Capital Management
  • Hudson Canyon Investment Counselors, LLC
  • Intermediate Capital Managers Limited
  • IMS Market Access
  • John Hancock Funds
  • Kayne Anderson Rudnick Investment Management, LLC
  • Knott Capital Management
  • Kirr, Marbach & Co. LLC
  • Lateef Investment Management
  • Leeb Capital Management, Inc
  • Legg Mason, Inc.
  • Legg Mason Canada, Inc.
  • London & Capital
  • M & R Capital Management
  • Magister Ludi Capital Management
  • Northern Lights Capital Group
  • OMT Capital Management, LLC
  • Parnassus Investments
  • Patient Capital Management
  • Polen Capital Management
  • RCM Asia Pacific, Ltd
  • RCM Capital Management, LLC
  • Red Rocks Capital LLC
  • Rexiter Capital Management Limited
  • Schafer Cullen Capital Management
  • Scottish Widows Investment Partnership, Ltd.
  • SMH Capital Advisors, Inc
  • Solaris Asset Management
  • South Texas Money Management, Ltd.
  • Swank Capital
  • The Cambridge Strategy
  • The Golub Group
  • Thompson Investment Management
  • Thornburg Investment Management
  • Threadneedle.
  • Trillium Asset Management Corporation
  • Vontobel Asset Management, Inc
  • Wedgewood Partners
  • Weiss Multi-Strategy Advisors
  • Willis Investment Counsel
  • Winslow Management Company
  • Zevin Asset Management
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