Stable Rock Insurance Agency Services

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Stable Rock Insurance Agency Services We provide deep expertise across outsourced and fractio

Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.

06/30/2026

Hereโ€™s what separates managers who pass operational due diligence from those who struggle.
โ€ข Strength of internal controls and processes
โ€ข Quality of reporting and transparency
โ€ข Cybersecurity and data protection
โ€ข Business continuity and succession planning
โ€ข Operational maturity relative to firm size and strategy
โ€ข Knowing when you can say no to a prospective LP

Got questions? Stable Rock is always here for you. Connect with us @ stablerock.com/contact

We are thrilled to welcome Kevin Hourihan to Stable Rock as a Managing Director on our Investment Management Regulatory ...
06/25/2026

We are thrilled to welcome Kevin Hourihan to Stable Rock as a Managing Director on our Investment Management Regulatory & Compliance Services team.

Kevin brings more than 25 years of experience in investment adviser, broker-dealer, registered investment company (RIC), and investment management compliance, including over 10 years serving as Chief Compliance Officer for RIAs and RICs.

Throughout his career, Kevin has advised mutual funds, ETFs, tender offer funds, interval funds, RIAs, and broker-dealers on regulatory requirements, compliance program development, Rule 38a-1 reviews, and mock SEC examinations.

We are excited to welcome Kevin to the team and look forward to the expertise and leadership he will bring to our clients and colleagues.

PEO renewal season is two months away, and the firms that get the best outcomes start the process early, not in Septembe...
06/25/2026

PEO renewal season is two months away, and the firms that get the best outcomes start the process early, not in September. If you have an October 1 renewal on the horizon, now is the time to benchmark your current provider and test the market.

Our role is to simplify the PEO search and help you evaluate the providers that best fit with your business needs. We bring transparency and a true comparison process to what can often feel like a confusing marketplace.

Thereโ€™s no direct fee to your business for our advisory work. Weโ€™re compensated by the PEO partner you choose, which allows us to focus on helping you understand the market, compare your options, and make an informed decision.

06/23/2026

Knowing the differences can make a big difference.

โ€ข Bookkeeping: transaction recording and basic reconciliations
โ€ข Accounting: financial reporting, accuracy, and controls
โ€ข Controller support for close process, oversight, and compliance
โ€ข CFO support: for forecasting, planning, strategy, and decision-making
โ€ข Knowing when your business outgrows basic bookkeeping

For a deeper dive into the differences, Stable Rock is always here for you. Connect with us .com/contact

06/23/2026

๐†๐ซ๐ž๐  & ๐๐จ๐ซ๐ข๐ฌ ๐ค๐ง๐จ๐ฐ ๐ญ๐ก๐š๐ญ ๐ญ๐ก๐ž๐ข๐ซ ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ ๐š๐ซ๐ž ๐ญ๐ก๐ž๐ข๐ซ ๐ ๐ซ๐ž๐š๐ญ๐ž๐ฌ๐ญ ๐š๐ฌ๐ฌ๐ž๐ญ. Theyโ€™re the face of Stable Rock, the ones who clients rely on day-to-day. Stable Rockโ€™s rigorous screening and hiring process helps them find the best of the best, and Greg & Boris show their appreciation in ways that really matterโ€ฆbecause it really does.

See why Stable Rock attracts the best talent, watch Our Greatest Asset video.

๐‚๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฐ๐ข๐ญ๐ก ๐ฎ๐ฌ @ stablerock.com/contact

A KPMG survey from Q1 2026: 63% of organizations now require human validation of AI output before it goes out.A year ago...
06/23/2026

A KPMG survey from Q1 2026: 63% of organizations now require human validation of AI output before it goes out.

A year ago, only 22% did. Nearly triple in twelve months.

For Investment Management firms, this isn't optional. The SEC will ask to see the human review records.

We design every AI workflow at Stable Rock for human-in-the-loop from day one.

06/18/2026

Launching a hedge fund, PE fund, VC fund, or other investment vehicle?

A successful launch requires more than a compelling investment thesis. Make sure you have addressed these 6 areas:

1. Align fund structure with investment strategy
2. Develop a thoughtful capital raising plan
3. Build a realistic operating budget
4. Select the right service providers: legal, tax, audit, fund administration, and MSP
5. Establish scalable outsourced infrastructure support early on
6. Learn from common industry mistakes before they become costly problems

Launching a fund comes with a lot of moving pieces. If you have questions or want to talk through your plans, we'd love to connect.

stablerock.com/contact

Clear roles matter in fund operations.Fund administration and audit should sit with independent third parties. Stable Ro...
06/18/2026

Clear roles matter in fund operations.

Fund administration and audit should sit with independent third parties. Stable Rock supports the core back-office layer around accounting, CFO support, reporting workflows, tax coordination, compliance support, insurance, HR, and technology.

The goal is not to replace every provider.

It is to give investment managers the operational infrastructure to work with each provider more effectively.

Are the roles in your back-office setup clear?

Tax season just wrapped.If you spent the last six months chasing your provider for answers, missed deadlines, or surpris...
06/16/2026

Tax season just wrapped.

If you spent the last six months chasing your provider for answers, missed deadlines, or surprises that weren't really surprises, this is the window to reassess.

April through June is when most businesses look at the fit.

The right tax firm should feel like an extension of your finance team, not a vendor you talk to once a year. If you're rethinking yours, we're happy to chat.

Meet Diego Bravo, our Senior Manager of AI & Automation.10+ years at the intersection of finance and tech, with stops at...
06/11/2026

Meet Diego Bravo, our Senior Manager of AI & Automation.

10+ years at the intersection of finance and tech, with stops at American Express and private equity-backed Thrasio (where he helped close $500M+ in acquisitions) before founding his own AI consultancy.

His take on the moment: "Most firms can tell me what AI they're using. Very few can show me the logs. That's what the SEC is starting to ask about."

Address

159 Main Street
New York, NY
13360

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18456105700

Website

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