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

President and Chief Executive Officer

Chief Technology Officer

Vice President, North America Sales

Chief Operating Officer

Head of Client Service

Head of Client Relationship Management

Chief Product Officer

Managing Director, Strategic Accounts

Managing Director, International

Regional Managing Director, Asia Pacific

Chief Information Officer

Chief Financial Officer
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.