Philip Soares
Profile
Prior to joining Crystal Capital, Mr. Soares was a Hard Asset Research Associate and Hedge Fund Analyst at Cambridge Associates, one of the nation's largest investment advisors to foundation and university endowments, pension funds, and family offices.
As a Hard Asset Research Associate, he was responsible for performing due diligence on private equity real estate, energy, timber, and natural resource funds on behalf of the firm's client base.
In the Hedge Fund Analyst Role, he managed the reporting process for institutional clients, monitoring over $2 billion in assets.
Prior to Cambridge Associates, he was at BISYS Hedge Fund Services.
Mr. Soares received a B.B.A.
in Finance with honors from the University of Massachusetts, Amherst.
Former positions of Philip Soares
| Companies | Position | End |
|---|---|---|
Crystal Financial LLC
 Crystal Financial LLC Investment ManagersFinance Crystal Financial LLC (Crystal Financial) is a private equity firm founded in 2006. The firm is headquartered in Boston, Massachusetts. | Private Equity Analyst | 31/12/2008 |
BISYS Hedge Fund Services, Inc.
 BISYS Hedge Fund Services, Inc. Investment Trusts/Mutual FundsMiscellaneous BISYS Hedge Fund Services, Inc. provides hedge fund solutions to the alternative investment industry. Its services include net asset value calculations, maintenance of financial records, the provision of corporate secretaries and directors, regulatory registrations and filings, shareholder's record keeping and tax services for both offshore and the U.S. hedge funds. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Training of Philip Soares
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Crystal Financial LLC
Crystal Financial LLC Investment ManagersFinance Crystal Financial LLC (Crystal Financial) is a private equity firm founded in 2006. The firm is headquartered in Boston, Massachusetts. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
BISYS Hedge Fund Services, Inc.
BISYS Hedge Fund Services, Inc. Investment Trusts/Mutual FundsMiscellaneous BISYS Hedge Fund Services, Inc. provides hedge fund solutions to the alternative investment industry. Its services include net asset value calculations, maintenance of financial records, the provision of corporate secretaries and directors, regulatory registrations and filings, shareholder's record keeping and tax services for both offshore and the U.S. hedge funds. The company is headquartered in New York, NY. | Miscellaneous |
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