SALI Fund Services Overview

  • Founded
  • 2002
Founded
  • Status
  • Private
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2

SALI Fund Services General Information

Description

Provider of turnkey services for the creation and administration of insurance dedicated funds. The company provides a streamlined turnkey insurance dedicated fund platform which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms and offers development, administration, tax compliance and marketing support services, through its extensive industry experience and dedicated staff, enabling alternative asset managers, boutique hedge funds, credit and private equity funds and wealth management institutions to create insurance dedicated funds with minimal expense and deepen their client relationships.

Contact Information

Website
www.sali.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 6850 Austin Center Boulevard
  • Suite 300
  • Austin, TX 78731
  • United States
+1 (512) 000-0000
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SALI Fund Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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SALI Fund Services Executive Team (3)

Name Title Board Seat Contact Info
Thomas Nieman Managing Principal, Chief Executive Officer and Board Member
Eric Naison-Phillips President, Principal and Board Member
Jonas Katz Principal & Chief Marketing Officer
To view SALI Fund Services’s complete executive team members history, request access »

SALI Fund Services Board Members (3)

Name Representing Role Since
00000 00000 00 Self Board Member 000 0000
00000 00000000 Self Board Member 000 0000
00000 00000 Long Ridge Equity Partners Board Member 000 0000
To view SALI Fund Services’s complete board members history, request access »

SALI Fund Services Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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