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.
Pioneering treasury and portfolio finance solutions
that facilitate exceptional performance for investment managers.
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
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.
Working with early adopter clients and counterparties to make Hazeltree’s product offering multi-client platform servicing multiple clients.
New CEO, Sameer Shalaby, hires full global management team, establishes first partnership with fund administrator, HedgeServ.
Launch of Hazeltree LiquidityWeb™ with a network of Money Market partners (GSAM, BlackRock, Morgan Stanley, JP Morgan, Federated and HSBC) to facilitate cash sweeps.
Established BNY Mellon partnership to jointly offer cash and liquidity management solution to mutual clients. Established Northern Trust fund administrator partnership.
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.
Hamilton Lane successful implementation of Hazeltree Private Markets.