Annual Compliance Programs

NamePriceBuy
2024 IARD Renewal Service and Form ADV Annual Amendment Package$1,295.00
Bronze+ Package - Annual Compliance Program - 12 Monthly Installment Payments$295.00 / month

Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Gold+ Package – Annual Compliance Program – 12 Monthly Installment Payments$675.00 / month

Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Gold+ Package – Annual Compliance Program – 12 Monthly Installment Payments (Engagement Executed Separately)$675.00 / month

If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Platinum+ Package – Annual Compliance Program – 12 Monthly Installment Payments$1,125.00 / month

Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Platinum+ Package – Annual Compliance Program – 12 Monthly Installment Payments - Engagement Executed Separately$1,125.00 / month

If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Silver+ Package – Annual Compliance Program – 12 Monthly Installment Payments$335.00 / month

Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.

Titanium+ Package – Annual Compliance Program – 12 Monthly Installment Payments$1,750.00 / month

Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at bizdevteam@ria-compliance-consultants.com for approval.