AUM in a Box is a consulting and service firm that specializes in providing an all-in-one solution for starting and managing investment management businesses. Their "in a Box" products offer a complete package that includes legal entity formation, regulatory registration with the SEC or state authorities, development of compliance programs, and the provision of essential operational technology and back-office support. The company's mission is to simplify the complex, time-consuming, and costly process of launching a fund or investment advisory firm, making it more accessible to talented managers.

Founded in

United States