Capital Introduction

Led by Rich Mormile, Jones Capital Introduction service leverages over 45 years of our long-established global network of strategic investors and relationships.

Rich Mormille
Our Process

Client Goal: Raise the clients’ profile and increase the fund’s exposure through active outreach to our vast network of investor relationships. JonesTrading takes a very focused approach—recognizing that time is valuable, we will focus on introductions that are deemed to be meaningful and mutually beneficial.

Allocator Goal: Present investment opportunities that meet an investor’s specific needs. If we take the time to understand an investor’s underlying mandates, their risk/return tolerances, and the hedge fund manager profiles they tend to gravitate to, we are much better positioned to present investors ideas that are appropriate.

A value-added service from Jones

JonesTrading Capital Introductions is a value-added service offered to Prime Brokerage, Outsourced Trading, and Electronic Trading clients, with the goal of increasing marketing efficiency and allowing the manager to focus on their investment portfolio and other crucial aspects of their business. We are focused on identifying and understanding the respective goals and mandates of both hedge funds and investors.

Leverage long-established global network of investors, including high net worth individuals, family offices, strategic investors, fund-of-funds, RIAs, outsource CIOs, endowments and foundations, to facilitate meaningful introductions. The team has a proven track record of making successful introductions between our clients and our vast network of investors.

  • 3,000+ Allocator Relationships with a particular focus on Emerging Manager Investors
  • 300+ Investor Calls/Meetings Annually
  • Over 1,000 Targeted Investor Introductions Each Year

Services

Prime Brokerage Integrated platform with front to back office technology solutions, full-service client coverage and operational support, top-tier custody, business consulting and capital introduction services

Outsourced Trading Outsourced Trading offers innovative and unparalleled trade capabilities leading to the opportunity for best execution

Electronic Trading JET is an algorithmic trading suite designed to navigate the market’s high fragmentation and complexity

About Rich Mormile

Mr. Mormile serves as Head of Capital Introductions for JonesTrading. Prior to JonesTrading, Rich was a Senior Investment Officer and PM of Alternatives at Permanens Capital, where he invested in hedge funds and co-investment opportunities on behalf of endowment, foundation, family office and high net worth clients. Rich was also a Senior Advisor for SevenStep Capital, a partnership that focused on providing seed capital to women hedge fund managers. Previously, Rich spent four years building an investment and advisory business focused on emerging hedge fund managers. He started working on the business at Revere Global Advisors in 2012. The business was sold to Burnham Asset Management in 2014 where he continued to work as the Head of Research and Co-Portfolio Manager of the Burnham Emerging Managers Fund until his departure in September 2016. Prior to that, Rich spent 4 years as a Senior Research Analyst at EIM Management (USA) Inc. and spent six years as a Research Analyst at Pioneer Alternative Investments. Rich received a BA in Business Economics from Brown University in 2002. He is a CAIA Charterholder and holds the Series 7 and 63 industry licenses.

Contact Us

Rich Mormile
rmormile@jonestrading.com
212.907.5364