Tailored Transfer Agent Solutions

We deliver the dedication, efficiency and customization needed to streamline the process

Cobalt Investment Services

Cobalt Investment Services, LLC was born out of identifying needs that go beyond the traditional services, leading us to implement systems providing next level transfer agent services to Best-in-Class Sponsors.

Given our team’s 20 years of experience, as a Managing Broker-Dealer, we know how to provide the dedication, efficiency and customization Sponsors look for in a Transfer Agent. Our team’s experience with Investors, Advisors and Sponsors will be leveraged to provide firms of all sizes with seamless Fund Administration.





Mariely Acosta
Director of Operations
Ben Schick
Founder & President
Ashley Dixon
Client Services & Implementation

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