About
Hazeltree
Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance and risk mitigation.
Hazeltree’s treasury and portfolio finance solutions serve these sectors: hedge funds, asset managers, private equity, real estate investment, pensions and endowments, infrastructure and their service providers.
Our Mission
Pioneering treasury and portfolio finance solutions
that facilitate exceptional performance for investment managers.
Our Values
INTEGRITY
CUSTOMERS
TEAMWORK
EMPLOYEES
SPEED
INNOVATION
COMMITMENT
Leadership
Our History
2011
Founding Year
Trafelet Delta Funds spins out Hazeltree as a treasury management solution helping hedge fund managers manage their counterparty exposure to protect assets, optimize fees and mitigate risk.
2012-2015
Working with early adopter clients and counterparties to make Hazeltree’s product offering multi-client platform servicing multiple clients.
2016
New CEO, Sameer Shalaby, hires full global management team, establishes first partnership with fund administrator, HedgeServ.
2017
Launch of Hazeltree LiquidityWeb™ with a network of Money Market partners (GSAM, BlackRock, Morgan Stanley, JP Morgan, Federated and HSBC) to facilitate cash sweeps.
2018
Established BNY Mellon partnership to jointly offer cash and liquidity management solution to mutual clients. Established Northern Trust fund administrator partnership.
2019
Hazeltree acquires Enso Financial Analytics to expand portfolio finance product offering. Hazeltree launch Private Markets solution to service private equity, real estate and infrastructure funds. Hazeltree reaches 200 clients globally with $2T managed on the platform.
2020
Hamilton Lane successful implementation of Hazeltree Private Markets.
2021
Lionpoint Group and Hazeltree partner to bring together the best-in-class industry-specific treasury management technology with consulting and professional services expertise specifically designed for private capital market clients.
General availability of Hazeltree Debt Manager to aggregate, automate and optimize management of credit facilities.
2022
As UMR Phase 6 rules approach going into effect in September 2022, Hazeltree works with in-scope clients to help them ensure they will be regulation ready.
