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About

Founded in 2007, CommonWealth Fund Services Ltd. is a fund administrator servicing more than $8 billion in assets from close to 100 domestic and offshore investment funds. CommonWealth calculates fund net asset values on a daily, weekly, monthly, or quarterly basis, acts as transfer agent, and supports its clients with financial statement and tax return preparation.

CommonWealth was named Top Canadian Hedge Fund Administrator at the 2014 and 2015 Canadian Hedge Fund Awards, and has also received the highest score of any Canadian-founded administrator on Global Custodian’s annual Hedge Fund Administration Survey for four consecutive years.

In 2017, CommonWealth was acquired by SS&C Technologies. SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.

Our History

$8 Billion

2017

  • SS&C Technologies Acquires CommonWealth
  • Joined Canadian Venture Capital and Private Equity Association
  • CommonWealth moves over $8B AUM
$6 Billion

2016

  • CommonWealth wins RFP for largest fund conversion to date at $1.5 billion
  • Introduction of employee equity program 
$4 Billion

2015

  • CommonWealth opens it's San Francisco office
  • Winner of Best Administrator at Canadian Hedge Fund Awards second year in a row
  • Category Outperformer in Global Custodian Hedge Fund Administration Survey
  • Mackenzie Crawford and Joe Zhang named Managing Directors and partners
$3 Billion

2014

  • Named Best Administrator at Canadian Hedge Fund Awards
  • Named to Roll of Honour in Global Custodian Hedge Fund Administration Survey
$1.8 Billion

2013

  • Staff of employees grew to accommodate future anticipated fund growth
  • Type II 3416 Report
  • Top Rated in Global Custodian Hedge Fund Administration Survey
  • First fund conversion over $100 million gained
$1 Billion

2012

  • Type I CSAE 3416 Report
  • Launch web access platform
  • Head office relocation
  • Highest ranked Canadian-founded administrator in Global Custodian Hedge Fund Administration Survey
  • Certified CPA Training Office
  • First fund conversion over $50 million gained
Start

2007

  • John Clark and Mark Damelin founded CommonWealth Fund Services