Tailored Transfer Agent Solutions

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

Cobalt Investment Services

Welcome to Cobalt Investment Services, where we excel in providing tailored fund administration and transfer agent services that meet the unique needs of your business. Our comprehensive suite of offerings is designed to optimize operations and enhance the investor experience, from seamless capital distributions to a fully customizable investor portal. With quick response times and a deep understanding of the specific needs of sponsors, investors, and advisors, we ensure every detail is handled with care. At Cobalt, we manage the administrative complexities, allowing you to stay focused on your core objectives.

OUR SERVICES

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OUR TEAM

Mariely Acosta
Director of Operations
Ben Schick
Founder & President
Denell De Jesus
Client Services & Implementation

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