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LEADERS IN CROSS BORDER CAPITAL


UDIS Capital Partners is a boutique investment management consultancy, headquartered in New York City, with a global focus on business development for investment management companies looking to grow.  UDIS specializes in introducing foreign and domestic capital, cross border transactions, and foreign currency solutions.

 

Managers and Investors

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LEADERS IN CROSS BORDER CAPITAL


UDIS Capital Partners is a boutique investment management consultancy, headquartered in New York City, with a global focus on business development for investment management companies looking to grow.  UDIS specializes in introducing foreign and domestic capital, cross border transactions, and foreign currency solutions.

 

Managers and Investors

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Securities offered through Third Seven Capital LLC, Member FINRA SIPC

UDIS Capital Clients


UDIS Capital Clients

UDIS Capital Clients


UDIS Capital Clients

“25 years of combined experience in assisting, alternative investment managers to raise and deploy capital globally.”

INVESTMENT MANAGERS


UDIS Capital Partners helps to create and facilitate international and domestic deal flow between investors and investment professionals.  Our investor partnerships are long-term relationships with managers that are seeking to grow from a boutique organization to institutional level investment management companies.  Our interests are aligned with those of the fund manager and the investor by performing thorough due diligence on both parties and creating long term mutually beneficial relationships. Learn more.

 

Our Partners Include:

- Alternative investment managers that own foreign assets

- US investment managers seeking foreign investors

- Foreign investment managers seeking US investors

INVESTORS


We begin by establishing strong relationships with both 3(c)1 accredited Investors and 3(c)7 qualified purchasers including Private Banks, Family Offices, Foundations, Endowments, Investment Consultants, and Fund of Funds.  Maintaining strong ongoing relationships with our partners enable us to understand each of their unique investment needs.  We are able to align well researched strategies to allocators that are interested in a particular investment style or strategy. Understanding of both sides helps to assure proper fit helps to add the maximum value.   The fund manager benefits by ensuring that meetings are productive and efficient, and investors benefit by introducing relevant and appropriate investment opportunities to interested parties. Learn more. 

Solutions


Cross Border Solutions

Solutions


Cross Border Solutions

“$10 billion in cross border transactions executed through our innovative foreign currency and offshore banking solutions.”

 
 

OFFSHORE BANKING


UDIS Capital Partners has over 10 years worth of experience managing foreign subscriptions and redemptions. Working with carefully selected banking partners we are able to open up multi-currency accounts in jurisdictions such as Cayman Islands, Jersey and Luxembourg in as little as 24 hours. Our accounts allow our clients to deploy capital in over 100 currencies and are often used as an escrow solution for Private Equity, Real Estate and EB-5 transactions. Learn more.

What Makes Us Different:

- Efficient application process – a US fund can set up an account directly with the investment vehicle in jurisdictions such as Luxembourg and the Cayman Islands in 1-2 days, not months.

- Sharper Execution – tighter spreads on SPOT, Forwards and Options.

 

 

FOREIGN SHARE CLASSES


As more funds seek foreign capital it is commonplace for investors to demand managers offer foreign share classes. Our FX partners offer our clients alternative credit facilities away from their custodial bank, ensuring the most favorable margin call agreement, without affecting any existing banking relationships. Our foreign share classes can be set up for any type of fund structure, in almost any jurisdiction and in over 40 currencies. The share classes can be set up in as little as 24 hours and can facilitate both passive and dynamic hedging strategies. Learn More.

Benefits:

- Reduced collateral demands – 0% deposits with decreased margin call risk, means more deployable funds.

- Multi-currency accounts – can be used for subscriptions, redemptions and international escrow in currencies such as the RMB and EUR.

ADVISORY


Over 25 years worth of experience working for corporate clients and investment firms, offering them a full array of advisory and consultancy services on cross border structuring and currency administration. Learn more.

Of Note:

- Expertise – create and implement bespoke strategies to protect portfolios against FX risk and release hidden inherent value.

- Allies – UDIS is not a bank and can be seen as a compliment to your existing bank’s services.

Leadership


Leadership

Leadership


Leadership

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Neil Rothman Jr. CIMA, Managing Principal

Neil has been in the investment business for over 15 years in both his native New York metropolitan area as well as Los Angeles.  

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In 2014, he formed UDIS Capital Partners.  Prior to founding UDIS, Mr. Rothman had been raising capital for a variety of asset management firms ranging from large, open end investments companies to boutique hedge fund, private equity and real estate managers.  In the past decade, Mr. Rothman is responsible for raising over $2 billion in capital deployed towards a multitude of strategies including global macro, event driven, merger arbitrage, multi strategy credit, real estate, distressed debt, long short equity, emerging markets currency and market neutral.

He started his career raising money internally for Deutsche Bank, Lord Abbett, and Thornburg.  Additionally he has raised capital third party for institutional managers such as Longfellow Investment Management, Apex Capital Management, Barrow Hanley, ClearArc Capital, Rockefeller & Co. Inc., Copper Rock Capital Partners, Ares Capital Management, The London Company, Sands Capital Management, Analytic Investors LLC, along with several boutique managers.

Throughout his career, he has partnered with Investment banks, regional wire-houses, family offices and registered investment advisors as well as endowments, foundations and sovereign wealth funds.

He has presented on a variety of topics including alternative investing, capital markets and global infrastructure.

Neil has a dual degree in Business Logistics and International Business from Pennsylvania State University.  He holds FINRA Series 7, 6, 63, 65 as well as Certified Investment Management Analyst designation from The Wharton School of Business at The University of Pennsylvania.

Outside of his typical work day, he spends time volunteering for The Four Diamonds Fund, The Robin Hood Foundation, and The River Fund.  He enjoys golf and running.

Neil has been in the investment business for over 15 years in both his native New York metropolitan area as well as Los Angeles.  


Ashley Groves, FX Sales, Trading and Risk Management

Ashley has been in the FX industry for over 10 years in a variety of positions, both in the UK and the US, most recently as director of the AIFM desk for AFEX one of the largest non-bank providers of currency solutions in the world.  

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  • Over his career Ashley has assisted on every aspect of a cross border transaction, creating bespoke banking solutions for funds and investors all over the world, directly executing over $10B in FX trades. As well as the foreign currency markets he is often engaged to speak on thought leadership panels across the country on UCITS and AIFMD for emerging and established fund managers.

Ashley holds a BA honors degree in Services Marketing and Economics from the University of Bournemouth in England. In his spare time Ashley is an avid rower, and raced at regattas across the country at both collegiate and club level. He and his wife live in Atlantic Highlands, New Jersey.


Scott Duxbury, Director, Global Equities, FX and Research

Scott has over 25 years industry experience working around the globe in Australia, London and New York with senior roles at Merrill Lynch, Rencap Securities, Jones Trading, Berenberg Capital Markets and Auerbach Grayson.  

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Prior to partnering with UDIS Capital Partners, he ran the Emerging European trading desk in New York for Merrill Lynch, was head trader in New York for Rencap, launched the US trading desk for Berenberg Capital Markets and was a Managing Director for Auerbach Grayson.

In all of his roles he has raised the profitability and profiles of each company. He has long-standing global relationships with institutions and broker-dealers around the world. He has spent years focused on the Emerging Market and Frontier space and is well known and respected in this field.


Mehdi Sunderji, Global Equities, FX and Research

Mehdi has had a successful 20 year career working in London and New York. He spent the first part of his career in London, working for Instinet, Deutsche Bank and eventually becoming a founding partner of Execution Noble.  

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In 2003, he left London to help open the US office for Execution Noble which was acquired in 2011 by Banco Espirito de Santo. Subsequent to that he was a Partner at Atlantic Equities, Head of International Sales Trading at MKM Partners and a managing director for Auerbach Grayson. 

He has extensive experience in developed and emerging markets from both an operational and front office capacity.


Max Hilton, Consulting, Brand Management, Communications and PR

Max is a strategic partner of UDIS Capital Partners as Director of Peregrine’s New York office.  He leads work with domestic and global funds seeking to raise their profile amongst  institutional, high-net-worth and advisor audiences. ›

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He joined the London office in 2006, and continues to help US-based managers increase their European footprint.

For over a decade, Max has developed and implemented strategic integrated brand building and communications campaigns, with clients such as: Acadian, Brevan Howard Capital Management, Wells Fargo Asset Management, SkyBridge, RA Capital, Duet Group, Haidar Capital, Quest Partners, Firebreak Capital, and TCA. He has cultivated contacts with journalists and investors in all major time zones: from London to Singapore to New York.

Max established Peregrine’s U.S. senior advisor network and cemented half a dozen joint ventures with firms like Allocator (HedgePo), Precision Advisors and Apex. He is the founding ambassador of HedgeBrunch – the hedge fund industry’s leading networking event. Max regularly writes about investor communications and is frequently asked to speak at industry events nationwide. In addition, Max has created Peregrine’s broker breakfast series, a session drawing investment professionals and allocators together.


Uday Sehgal, Senior Advisor, Real Estate, Credit, and Structuring

Mr. Sehgal serves as Managing Director based out of AJ Capital Partners' Nashville office. He oversees acquisitions, asset management, and business development in the market.  

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Mr. Sehgal previously held the post of Director of Acquisitions for Viceroy Hotel Group. His responsibilities included managing new deals and existing assets in the US, Middle East, and Asia.

Mr. Sehgal sourced and led the sale of Viceroy to an Abu Dhabi-based sovereign fund and a private Malaysian investor. He began his career as an analyst with Trizec Properties, a publicly traded office and retail REIT.

Mr. Sehgal received a B.A. in Mathematics and Economics from Northwestern University.

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Contact Us

Contact2


Contact Us

UDIS CAPITAL PARTNERS

444 Madison Avenue

Suite 8500

New York,NY 10022

info@udiscapital.com

 
 

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