How the FundOpsHQ Directory Works

Who is listed

A person is listed when all three of these hold:

• In the US. The firm’s page gives them an office in a US city or state.
• Partner level or higher. Partner, Shareholder, Member, Principal (an accounting firm’s non-CPA partner) or Chair. Not Counsel, Of Counsel, Director, an accounting firm’s Managing Director, associates or staff.
• A private funds practice, on the firm’s own page. For lawyers: fund formation, fund finance, funds regulatory or secondaries work, or a place in the firm’s investment funds group; a corporate lawyer who acts for private equity firms only on portfolio company deals is not listed. For auditors and tax advisors: audit or tax work for investment funds and their managers; fund administration, outsourced fund accounting or investor tax reporting, and outsourced CFO services are not.

The directory covers fund lawyers, fund auditors and fund tax advisors: Fund Lawyers, Fund Auditors, Fund Tax Advisors.

Where the facts come from

Each profile is read from a public page about the person, almost always their bio on their firm’s own website, and links to it. Title, offices, practice areas, the kinds of clients named, bar admissions or licences and education are taken only from what that page says. Software reads the page, including an AI model that sorts what the bio says into the directory’s practice areas; the rules above are then checked before anyone is published, and nothing is guessed or filled in from elsewhere.

When the facts come from somewhere other than a firm bio (a conference speaker page or a firm’s press release), the profile says so above its facts. When an office city comes from a firm’s contact or team page rather than the person’s own, the profile says that too.

How fresh it is

Every profile shows the date its source was last read (“Last verified”), and every list shows the span of those dates for the people on it. When a person’s page is gone from their firm’s site at a later check, their profile says so; after 30 days it comes down.

What the lists are, and are not

• Lists are in surname order. There are no ranks, ratings, reviews or “best” labels.
• Nobody pays to be listed, to be placed higher or to be left out.
• A practice, city or state page exists only with at least 8 people at 2 or more firms. A state has its own page only when it adds people beyond its main city; otherwise its address leads to the city’s page.
• A firm’s page counts only its people listed here; it is not a profile of the firm.

Claim, correct or remove a profile

• Claim it. “Is this you? Claim this profile” on any profile sends a link to your work email at your firm’s domain. Once claimed, you can add a headline, a description, a photo, a contact link and notable matters; each change is reviewed before it shows, and is marked as written by you. To come back later, choose “Sign in to edit” on the profile: a one-time link goes to the address you claimed it with. There is no password.
• Correct it or have it removed. “Request a correction or removal” at the foot of every profile. Each request is reviewed by a person.
• Missing someone? The directory adds people from the firms’ own pages; a firm or a partner who should be listed can suggest a firm or add themselves, and we check the firm’s own site before listing anyone.

How the directory handles personal data is set out in the privacy notice.