Case Study

Complex Calculation Methodology and Custom Reporting Fulfill Unique Needs for Diverse Fund Portfolio

Client

Kain Capital

Closed-End FundsTax Services

Background

Kain Capital is centered on healthcare-focused, impact-driven investing. Its primary strategy is to partner with motivated entrepreneurs who want to remain actively involved in their businesses while building on opportunities for transformational change in stable, founder-led, mid-sized healthcare companies. Kain Chief Financial Officer/Chief Compliance Officer D. Bret Cummings, CFA has more than 30 years of experience in the investment management industry, with the last 25 years at alternative investment firms.

How NAV Helped

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