STP Institute

STP Surpasses $500 Billion in Assets Under Administration

West Chester, PA — October 7, 2025 — STP Investment Services is proud to announce a major milestone: surpassing $500 billion in assets under administration (AUA). This achievement reflects the continued trust placed in STP by clients across private funds, wealth managers, family offices, and institutional firms. 

Reaching this scale underscores the strength of STP’s comprehensive service model, which combines award-winning operations outsourcing with cutting-edge technology. Our flagship BluePrint platform, together with our managed services and white-glove client support, has enabled firms of all sizes to grow and scale confidently. 

“Crossing the half-trillion threshold is a testament to the partnerships we’ve built and the results we deliver every day,” said Emmy Bernard, President. “It demonstrates that our vision, delivering flexible, technology-enabled solutions backed by deep expertise, is resonating in the market and driving tangible value for clients.” 

This milestone follows a period of sustained growth fueled by: 

• Private Fund Services Expansion – Delivering institutional-grade solutions for fund managers navigating increasing complexity and investor demands. 

• Wealth Management Innovation – Empowering RIAs, family offices, and hybrid firms with scalable middle, back-office, and compliance solutions. 

• Technology Leadership – Ongoing investment in BluePrint, delivering digital subscriptions, reporting, and integrated workflows. 

• Client-Centric Service – Providing high-touch, U.S.-based service teams dedicated to supporting clients as true extensions of their organizations. 

As STP continues to expand its offerings, including the recently launched ComplianceAdvisor and LaunchAdvisor, the company remains focused on its mission: enabling clients to focus on growth and performance while STP delivers the infrastructure, insights, and support to power their success. 

About STP Investment Services
STP Investment Services is an award-winning technology-enabled services company that provides middle back-office, and compliance solutions to investment managers, hedge and private equity funds, family offices, wealth managers, and asset owners. STP’s end-to-end investment operations, Blueprint technology, and expertise provide a partnership to clients that enables them to grow revenue while optimizing processes and improving productivity while protecting their business. STP provides a broad range of services for the financial services industry with capabilities to process all asset classes and meet ever-evolving business and regulatory requirements. With more than 250 employees around the world, STP services and provides solutions to clients representing more than $500 billion in assets serviced. Visit STP Investment Services at https://stpis.com/.  

New Hedge Managers Are Bullish on Fund Launches

Emerging hedge fund managers are more optimistic about starting funds this year as they hope to capitalize on increased market volatility and a more welcoming regulatory environment in the U.S. under President Donald Trump.

The higher hopes come after several lean years for the hedge fund market that hit its newest players the hardest. It has been difficult for hedge fund managers to outperform in recent years as stock markets moved steadily higher, according to David Goldstein, director of fund services at STP Investment Service.

The Rise of Co-Sourcing and Lift-Outs

In recent decades, emerging fund managers have increasingly turned to fund administrators to streamline operations, reduce costs, and mitigate risks. By outsourcing key functions, they’ve been able to focus more on investment strategies and growth. This trend is expected to continue into 2025 and beyond. However, what about established fund managers who began operations before this model became popular? How are they adapting to the new demands for operational efficiency, reduced risks, and investor satisfaction? The answer lies in evolving operational strategies such as co-sourcing and lift-outs.

These models provide established fund managers with a blend of efficiency, flexibility, and risk management while preserving some internal control. In this article, we explore how these strategies are transforming operational models for older asset management firms and enabling them to compete in a rapidly changing financial landscape.

Challenges for Established Fund Managers: A Changing Landscape
Many established fund managers have spent years building their operations without the benefit of outsourced administrative functions. While this structure may have worked in the past, today’s complex regulatory environment and increased investor demands are prompting many managers to reconsider their operational models.

Read what our subject matter expert, David Goldstein, had to say in Uncorrelated here.

STP’s BluePrint named a Finalist for FinTech of the Year

STP is thrilled to announce that we have been named a finalist for the 2024 US FinTech Awards in the FinTech of the Year category for our BluePrint product, positioning us among the nation’s top innovators.

The US FinTech Awards celebrate the best in financial services and technology, recognizing companies that demonstrate exceptional innovation and enhance operational efficiency. Selection is made by a panel of independent experts who evaluate the transformative impact of these organizations.