Harmonic is an independent financial services firm specializing in the global alternative investments industry.
 
We began with a vision of independent, non-conflicted fund services which would be client and investor driven. We embraced technology and paid particular attention to creating an institutional infrastructure while avoiding the pitfalls of a commoditized service sometimes accompanied with size. 
 
Harmonic attracts service-oriented professionals who are motivated, technically savvy, innovative, and thrive in a collegial environment. We foster a culture of performance and specialization, while our flat, cross-functional hierarchy promotes internal and external collaboration.
 
Our software platform, FM3, serves client needs by delivering unconstrained flexibility and possibility. It was built to support the range of services we offer and provides a unified front to back office platform for asset managers. Developers are embedded in our production environment and are integral to our client relationships. With our unique approach, we accept engagements with challenges that others may be unwilling or unable to undertake.
 
Harmonic is one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private banks, pension funds and family offices. With our experienced professionals and technology, we support a dynamic and complex industry characterized by new financial products, trading strategies and markets, shifting investor demographics, and an ever evolving regulatory landscape.


Hedge Funds

Investment Management

Harmonic Fund Services

Allen Bernardo

Senior Fund Accountant

Mitch Bede

The Portfolio Management team at Harmonic Fund Services is responsible for overseeing the performance and management of various client investment portfolios, including hedge funds, private equity funds, and other alternative investments. This team analyzes market trends, develops strategic allocation models, and ensures that portfolios are optimized to meet client objectives. They collaborate closely with other departments to integrate technological solutions via the FM3 platform and maintain high standards of service in a dynamic and regulated industry.

Portfolio Management

About

Team members

Other teams at Harmonic Fund Services

Software Development Team