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Case study: ERShares ’40 Act funds
"Revolutionising service operations for registered products as a single-source solution provider"
ERShares is an investment firm focused on identifying and investing in publicly traded companies led by entrepreneurial leaders.
The firm was founded by Dr Joel Shulman, a financial economist and entrepreneur, who also developed the firm’s proprietary Entrepreneur Factor® – a model that evaluates the impact of entrepreneurial leadership on company performance.
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ERShares opted to leverage our single-source solution to receive comprehensive support across the full lifecycle of its registered funds.
The challenge
ERShares was experiencing operational inefficiencies and service limitations with its previous fund administrators.
These challenges included:
- Delayed net asset value ("NAV") reporting, impacting daily fund operations and investor transparency
- Inconsistent communication and slow response times from client service teams
- Limited support for international expansion and cross-border fund servicing, which was critical to ERShares’ global strategy
- A lack of integrated technology, resulting in manual processes and increased operational risk
The solution
In response to these ongoing challenges, we provided:
- Enhanced technology platforms with real-time reporting capabilities
- Dedicated client service teams with faster response and turnaround times
- Global reach and expertise to support ERShares’ international investor base and fund operations
- A more integrated and responsive approach to fund administration, custody, and compliance services
The result
Following the switch, ERShares was able to streamline operations, improve transparency, and better serve investors, all in line with its growth and innovation-driven philosophy.
Why Apex Group?
"At ERShares, we are redefining investing by opening access to private equity, and tokenisation is the next step in this evolution. The time is now.
Your team has consistently gone above and beyond – delivering a level of service and responsiveness that far exceeds anything we've experienced with other fund administrators.”
Dr. Joel Shulman
ERShares
Following a successful onboarding process and improved service experience, ERShares subsequently appointed us to administer its exchange-traded fund ("ETF") business, further strengthening the partnership.
In addition, we will tokenise one of ERShares’ funds, demonstrating our ability to support both traditional and digital asset strategies within a unified framework.