OUR SERVICES
Services That Bring Structure, Insight, and Confidence to Complex Wealth
Operational precision, strategic freedom.
Managing wealth is complex, but it doesn’t have to feel overwhelming. Like a sidecar built to steady the ride, our services give you a complete picture of investments, proactive oversight, and seamless coordination with advisors—so you can focus on making informed decisions.
Portfolio Data Aggregation & Reporting
Delivering a consolidated and reliable view across banking, custodians, private equity, real estate, venture capital, and alternative investments.
✓ Comprehensive reporting by asset class, strategy, sector, region, and currency.
✓ Robust private market analytics (IRR, TVPI, DPI, RVPI).
✓ Data integrity and accuracy you can trust for informed decision-making.
Investment Administration
Streamlined oversight across every stage of the investment lifecycle.
✓ Sub-doc processing, capital call and distribution management.
✓ Commitment tracking, reconciliation, and digital asset administration.
✓ Standardized records that ensure consistency, control, and transparency.
Cash Management
Active liquidity oversight is designed to safeguard flexibility and optimize capital use.
✓ Ongoing monitoring of balances to prepare for calls and manage payments.
✓ Strategic identification of surplus cash aligned with investment objectives.
✓ Structured processes that enhance efficiency and preserve financial readiness.
Tax Management
Comprehensive coordination for accurate and timely tax reporting.
✓ Collection and organization of K-1s, 1099s, and estimated payments.
✓ Filing verification and collaboration with accountants and advisors.
✓ Trusted support that ensures completeness, compliance, and peace of mind.
OUR VALUES
Integrity
built on trust
Clarity
through transparency
Stewardship
with intention
Collaboration
for seamless partnership
For those charting their own course.
WHY CHOOSE SIDECAR SOLUTIONS?
✓ You’re in control: Support, not direction.
✓ Personal and approachable.
✓ Independent and unbiased: No product selling or strategy pushing.
✓ Smart, fair fees: Costs based on services, complexity, and time.
✓ Flexible and adaptable: Quick changes to meet your unique needs.
