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JD Clark & Company
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JD Clark & Company, a division of UMB Fund Services, is uniquely qualified to provide the entire range of Chief Financial Officer services to hedge funds, funds of funds, registered hedge funds or private equity funds. Our expert team can manage all components of accounting, tax and regulatory compliance, and client reporting. JD Clark & Company offers a cost-effective, practical solution for fund managers, providing clients with a complete back-office solution. Our infrastructure is “dropped in” to each client’s operations, creating efficiencies and economies of scale. Our collective experience in the hedge fund industry enables us to offer consulting services with the expertise to streamline the administrative process.
We are pioneers in this industry and are regarded by our clients as the one-stop solution for administration, accounting, tax and regulatory compliance. Our full-service lineup includes product formation assistance, fund administration, fund accounting, investor accounting and reporting, tax preparation and reporting, and custody (through our affiliate, UMB Bank, n.a.).
Looking for help with a registered hedge fund? Ask us about Registered Fund Solutions, the industry’s first turnkey solution for launching and servicing a registered hedge fund. It brings together a team of best-of-breed professional services firms to provide a full spectrum of services, including back-office, fund registration, legal, audit, CCO support, distribution and more.
Whether yours is a “traditional” or registered hedge fund, JD Clark & Company is ready to serve your needs. We offer high-touch service, leading-edge technology, and the stability of a highly capitalized parent organization that’s been around for 100+ years.
With JD Clark as your business partner, you no longer have to worry about the administrative work, allowing you to focus on what you do best – money management.
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 Lonnie MacdonaldPresidentLonnie serves as president of JD Clark & Company, the alternative investment services division of UMB Fund Services. He also oversees the marketing activities for UMB Fund Services. Lonnie has been in the fund industry since 1986. Before joining UMB and JD Clark, he was head of global business development at GCom2 Solutions for 3 years. Lonnie also spent 5 years in management consulting, as managing director at Access Data Corp, and as senior vice president and managing partner at Atlantic Research and Consulting in Boston. Prior to this, he spent 3 years with BISYS Fund Services as vice president in their distribution services team. Lonnie started his career in mutual funds at Fidelity Investments, where he worked for 11 years in the transfer agency in Salt Lake City and in the retail marketing group in Boston. He attended Utah Valley State University, where he majored in finance. |
