Spot for Asset Management Companies
We get quotes for your firm and funds, compare who each one actually covers, and keep renewals on track as you raise new vehicles.
Your Spot team maps who advises, who makes investment decisions, who controls transfers, and which administrators, custodians and cloud services each fund depends on.
We work with your broker to take the submission to market, then line up each proposal’s selected parts, entity and person schedules, limits, retentions and how defense costs apply.
Professional errors and omissions (E&O) insurance
Professional services · Claims-made terms
Cedar Advisory
When an investor or fund document asks about your coverage, Spot checks the request against your policies and helps you respond.
Professional errors and omissions (E&O) insurance
Cedar Advisory · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
A new fund, general partner or administrator changes the risk picture. Spot keeps your policies and fund documents together, brings each change to your broker, and checks that the issued declarations reflect it.
JamieCedar Advisory
Let’s prepare the information for your broker and compare the terms, not just the price.
Professional errors and omissions (E&O) insurance policy
Coverage terms · Limits
Share what you do, where you work, the policies you have and any contracts that ask for insurance.
Spot turns it into an application that describes your business the way insurers need to see it.
Spot handles the procurement, sending it to the insurers and markets that cover businesses like yours and chasing every quote.
We put the quotes side by side on limits, exclusions and terms as well as price.
You choose. Spot places the policy for you, and certificates are ready when a customer or landlord asks.
Clients rely on your advice and portfolio management, and a valuation or investment-loss claim tests your professional liability wording.
The management company, general partner and each fund may sit under different policy parts with different insured people. For venture and private equity firms, a VCAP package may combine those parts.
A first fund brings new entities, investors and governance questions to answer before close.
If your staff can instruct transfers or approve withdrawals, ask how each crime proposal treats those people and the assets they can move.
The policies companies like yours are usually asked for, and when each one comes up.
You advise clients, manage portfolios, value assets, or administer funds.
Venture capital asset protection can combine management and professional liability for a venture or private-equity fund and its managers. The label is not a standard coverage package, so check which funds, partners, board roles and claims the quote includes.
A fund, manager, director, or officer could face a governance claim.
Staff can instruct transfers, change payment details, approve withdrawals, or access assets.
You store investor or portfolio data or depend on outside administrators, custodians, or cloud services.
You hire staff or change compensation across funds, entities, or states.
Get quotes from 50+ asset management insurance providers with Spot.
Add the fund, general partner and strategy to the submission and confirm the issued declarations reflect them.
Cyber and crime terms depend on your vendors. Ask how each proposal treats a breach or outage at the new provider.
Check exactly which entities and people are insured before you answer a due diligence questionnaire.
Tell the broker which entity employs each group of workers, so the employment practices quote names the right employers.
Also known as investment adviser insurance, investment advisor insurance, RIA insurance, registered investment adviser insurance, fund manager insurance, hedge fund insurance, private equity fund insurance and investment management insurance.
Get quotes from 50+ asset management insurance providers with Spot. Keep your broker or switch, with no commissions on premiums.
Get StartedRead these before you choose a policy or an insurer.
