Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 130+ IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.

SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.

Insurance

SALI Fund Services, a JTC Group Company

Thomas Nieman

Sarah White

Payden Hesser

Jonas Katz

Parker Philp

Cameron Vail

Laurie Lee

Michael Thomas

The Leadership Team at SALI Fund Services guides the overall strategic direction and operational efficiency of the company. Comprised of the CEO, Managing Director, and Principal, this team is responsible for fostering relationships with clients, ensuring compliance with regulatory standards, and driving innovation in fund administration services to enhance the value delivered to asset managers and insurance platforms. Their leadership promotes a collaborative culture that supports the growth of Insurance Dedicated Funds in the investment market.

Leadership Team

Analytical Roles

Research and Development

Client Relations and Support

Leadership Team

About

Team members

Other teams at SALI Fund Services, a JTC Group Company

Analytical Roles

Research and Development

Client Relations and Support