Portfolio management software for US funds.
New York's emerging and mid-sized managers run increasingly complex books — multi-strategy, multi-asset, and often spanning both traditional securities and digital assets. HedgeGuard consolidates the full picture on one book of record, giving smaller US funds the operational backbone usually reserved for the largest institutions.
Built and operated by former portfolio managers, risk officers and middle-office operators, HedgeGuard replaces long IT projects and six-figure implementations with $0 upfront setup and go-live in under 60 days. The optional outsourced middle office runs reconciliation, NAV oversight and investor reporting under your brand — so a fund can scale AUM without scaling headcount.
Portfolio AUM
USD 1.42B
24H PnL
+USD 8.42M
Recon match
99.97%
Bitcoin
POS-442-99 · ForDefi
USD 64,128.40
+2.41%
Ethereum
POS-118-22 · Bitfinex
USD 3,421.15
-1.12%
Equity basket
EQ-NYC · Prime broker
USD 1.284M
+0.18%
Built for US managers from New York to the coasts.
From SEC-registered advisers to CFTC/NFA-registered managers trading digital assets, HedgeGuard fits US funds that need institutional rigour and audit-ready operations without enterprise timelines.
- SEC-registered investment advisers
- CFTC / NFA-registered managers
- Digital-asset operations, dual-native
- USD base with multi-currency NAV and reporting
- Audit-ready reconciliation across custodians
Hub
New York
Regulatory context
SEC-registered advisers; CFTC/NFA-registered managers
Base currency
USD, multi-currency NAV & reporting
Migrating from
Costly incumbents (Enfusion, Aladdin) and older Advent Geneva / Bloomberg AIM installs
From spreadsheets to one book of record
You don't just get software — you get an operationally different fund. Reconciliation runs automatically, NAV is intraday, and the crypto your team couldn't support is native.
Dual-native by design
TradFi and digital assets on one book of record: equities, fixed income, FX and derivatives beside spot crypto, perps, staking and DeFi.
Live in under 60 days
No quarters-long rollout. Clean data plus a genuine parallel run means go-live is a decision, not a date.
$0 upfront, pay-as-you-scale
No six-figure implementation. Pricing grows with the fund, not ahead of it.
Optional outsourced middle office
Reconciliation, NAV oversight and investor reporting run under your brand, so a lean team operates at institutional scale.
Built different. Priced different.
No long IT projects. No upfront costs. No bolt-on complexity — the same comparison the About page makes, concentrated on what changes for an emerging fund.
| HedgeGuard | Legacy alternatives | |
|---|---|---|
| Go-live speed | < 60 days | 6+ months |
| Setup costs | $0 upfront | $20K–$100K+ |
| Architecture | Dual-native, multi-asset | Bolt-on solutions |
| Pricing model | Pay-as-you-scale | Big upfront contracts |
| Upgrade cadence | Continuous, behind the scenes | IT-led, 6+ month projects |
| Support model | White-glove + middle office | Self-service only |
Managers who run on HedgeGuard.
HedgeGuard has enabled us to focus on generating investment performance rather than managing operational complexity.
Selma Sekkat · CEO, Evarinvest
With HedgeGuard we feel confident in our daily business thanks to efficient processes, right figures and a team we can rely on as an extension of ours.
Catherine Berjal · CEO/CIO, CIAM
HedgeGuard brought a unique combination of Portfolio Management Software and outsourced middle-office services that perfectly complements our operations.
Edwin de Trederne · CEO, Alphacap Digital Asset Management
Migrate from legacy
Leave Enfusion, Aladdin & Limina behind with a phased, zero-downtime migration.
Integrations
100+ connections to data, custodians, brokers and crypto venues.
Middle office
Outsourced reconciliation, NAV oversight and investor reporting under your brand.
Questions, answered.
Bring your United States book onto one platform.
Book a working session. We'll walk through your current setup, show HedgeGuard against it, and map a go-live plan for your fund.