GB Partners

Trusted Compliance & Regulatory Advisory for Investment Managers

We provide personalized, institutional-quality compliance and governance solutions for investment firms across the U.S. and internationally. Built by former senior in-house and regulatory professionals, GB Partners leverages agentic AI, a comprehensive compliance technology stack, and decades of professional experience to deliver thoughtful, customized, scalable solutions with white-glove execution for every engagement.

Value Proposition

A Boutique Firm With an Institutional Mindset

GB Partners was founded to support firms seeking high-touch, comprehensive compliance and regulatory guidance — without the overhead, rigidity, or inefficiency of large-scale service providers. By combining human judgment with intelligent automation, we take on a limited number of clients to ensure rigorous analysis, enhanced oversight, and high-quality execution for every engagement.

Our mission is simple:

Protect your business, strengthen your compliance culture, and help you focus on what matters — managing capital and serving your investors and clients.

We do this by unifying agentic AI workflows, advanced monitoring tools, and seasoned regulatory expertise to elevate precision, responsiveness, and scalability.

Who We Serve

We partner with a diverse mix of new, emerging, and established managers, including:

Investment advisers & wealth managers | Hedge funds & private equity firms | Venture capital funds & digital asset funds
Real estate, credit & debt funds | ETF sponsors & registered investment companies | Family offices & institutional investment platforms | Commodity pool operators & commodity trading advisers

Whether you are launching your first fund or scaling an institutional platform, we tailor our solutions — supported by smart automation and data-driven compliance intelligence — to your structure, strategy, and growth stage.

Our Expertise

We specialize in governance, risk, and regulatory solutions including:

Compliance program design, enhancement & ongoing support
SEC, CFTC & NFA regulatory guidance
Risk & governance frameworks
Investment adviser registration & fund formation support
Regulatory filings & reporting requirements
Annual compliance reviews & mock examinations
Policy development & operational controls
Ongoing regulatory advisory & compliance consultancy
AI-enabled monitoring, documentation support & issue tracking
Outsourced Chief Compliance Officer
Outsourced Deputy CCO

Every engagement benefits from our ability to pair technology-driven oversight with the nuanced judgment of experienced regulatory professionals — ensuring accuracy, efficiency, and unwavering attention to detail.

Ready to Elevate Compliance?

Our Story

GB Partners provides bespoke compliance solutions tailored to your firm’s needs.

Hours

Mon – Thu: 9 AM – 5PM
Friday: 9 AM – 3:30 PM

Contact

leah@gbpartners.co