SOURCE: HazelTree Fund Services

HazelTree Fund Services

October 05, 2011 07:00 ET

HazelTree to Expand North American Operations

Daniel Osborne Tapped to Lead West Coast Office as Company Gears Up to Meet Growing Demand for Treasury Services

NEW YORK, NY--(Marketwire - Oct 5, 2011) - HazelTree Fund Services, Inc., a leading New York-based provider of Treasury management services for Hedge Funds, will be expanding its operations westward with the opening of its newest office in San Francisco, California headed by Daniel Osborne, former Partner, COO and CTO of Conifer Securities, LLC.

"HazelTree launched in January of this year and already we are servicing clients with a combined AUM in excess of $30 billion," announced the company's CEO Stephen Casner. "Given our success in New York, coupled with increasing demand from the Pacific Rim, it was a natural next step to expand our operations to the West in order to better serve our clients within this region." Casner added, "HazelTree has proven it knows how to find and deliver increased fund performance to hedge fund executives while managing risk and automating compliance issues; Daniel's experience will complement our team tremendously."

HazelTree's success has been driven by client demand for Treasury Suite, its robust Treasury Management solution, as well as the firm's unique business model.

"The approach we are taking is very different from your standard technology model in that it allows Hedge Fund executives to improve performance through Operational Alpha, a solution that is strictly value-added," said Osborne. He attributed the success of HazelTree's platform to the fact that it was built by a Hedge Fund for use by other Hedge Funds, with a performance that has been proven over time.

"HazelTree's technology is leading the charge in creating innovative tech solutions for a rapidly changing financial environment," Osborne added, "and I am confident that we will quickly establish HazelTree as a critical resource for fund services in the Western U.S. and Canada."

About HazelTree Fund Services: HazelTree Fund Services delivers cutting-edge Treasury Management software as a service to multi-primed hedge funds from their offices in New York City. HazelTree's proven systems release the "trapped value" in a fund's Treasury process which significantly improves fund performance while reducing operational risk. HazelTree Treasury functionality includes cash management, stock loan, stock borrow, counter party exposure, Fx hedging and reconciliation activities for cash, positions and trades, in addition to its latest offering of Form PF, regulatory compliance tools.

To learn more, please visit the company's website at: or contact Stephen Casner, CEO, by phone at (646) 837-9450 or email

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