Switching Fund Administrators Is Simpler Than
You Think
A clear timeline. A controlled process.
A smooth investor experience.
Download Stone Coast's guide for a transparent look at what an administrator transition actually involves, so you can weigh the move with clarity instead of guesswork.
Download Our Guide to Switching Fund Administrators
If you've outgrown your fund administrator, the hard part isn't knowing it. It's figuring out what switching actually involves. This guide walks through the real process, the timeline, the data, and the investor communication, so you can approach the change with confidence.
- The real timeline behind a typical six-to-eight week transition
- Why, handled properly, the change is effectively a non-event for your investors
- What happens to years of historical data, and why “our records are too messy to move” rarely holds up
- How a transition works when it lands mid-audit
- What investor operational due diligence teams now look for in your administrator
- Honest answers on the questions managers hesitate over: cost, timing, and operational lift
From the Team That Manages Fund Transitions Every Day
Stone Coast Fund Services administers hedge funds and private capital vehicles across U.S. and offshore domiciles, handling fund accounting, investor services, and audit-ready reporting. This guide reflects how we actually run transitions for our clients: not theory, but practice.
14 Years
Average staff industry experience
91%
Average staff retention rate — the same people, on your account, year after year
0.4%
Average client attrition to larger administrators
>$900M
Average client relationship size
WHY STONE COAST
Built Differently to Serve You Better
Senior Staff. Stable Teams.
With an average of 14 years of experience and a 91% staff retention since inception, Stone Coast offers stable and experienced teams you can count on. Minimizing handoffs and retraining maximizes the quality of our services.
Service Over Sales. Always.
Stone Coast was founded to break from the model that prioritizes offshoring and profitability over client outcomes. Our focus has always been to do one thing exceptionally well: provide high-quality fund administration with depth, continuity, and care.
Investing in Your Success.
Because we’re privately held, we have the luxury to invest and reinvest in people, expertise, and technology. Our teams have the time to get it right, and the best-in-class tools to do their best work.
The Real Risk Isn't Switching. It's Waiting Too Long.
