As the regulatory landscape is constantly evolving, Compliance Risk Concepts (“CRC”) is issuing its monthly […]
Edward Kuhnel joins Compliance Risk Concepts after 20 years of experience in the securities industry with a focus on alternative investments. He successfully held management roles that span both the distribution and investment management of private placement funds, company directs, and hybrid vehicles. His skills and experiences bring a breadth of product knowledge, due diligence, operational management, regulatory compliance and start-up experience for asset managers and broker-dealers.
Before joining CRC, Mr. Kuhnel served as the COO and CCO of Juniper Square Capital managing the tech company's first expansion into capital markets by leading the creation of their broker-dealer, compliance operations, reporting infrastructure and developing real estate investment product offerings. Prior to Juniper Square, Ed served as the CEO and Sole-Principal for i(x) Securities which supported a collection of world-renowned family offices as they sought ESG private company investment opportunities. His efforts and success at the affiliate contributed to the parent company's London public listing in 2022.
On the Registered Investment Advisor side, Mr. Kuhnel was the Chief Compliance and Chief Administrative Officer of Mercury Capital Advisors. In those roles, he launched and was responsible for the firm’s first hybrid Private Equity and Hedge Fund multi-series investment vehicle of 30 manager
investment verticals with over 100 limited partners. This included earning the fund alternative investment and retirement account custodial approval on the Fidelity, Schwab, and Pershing platforms. He further negotiated contracts and managed diligence for the firm’s direct investments division and served
as a voting member on Mercury’s Operation Committee which approved all firm global initiatives. Before Mercury, Edward had similar success as a Partner and Chief Administrative Officer for Alternative Capital Advisors, LLC a multi-strategy series fund of emerging manager hedge funds that allowed clients to construct customized alternative investment portfolios. In this role he created the operational, investor relations and reporting infrastructure for the firm. His career began at Channel Capital Group, LLC, a joint venture between Guggenheim Partners and Cap Z Investments, which directed institutional capital to hedge fund managers. Over that time, he held a wide range of responsibilities that contributed to the allocation of $2.5B of assets from global investors into a diverse range of investment strategies.
Mr. Kuhnel holds a Bachelor of Arts degree from Cornell University. He earned the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the New York CAIA Chapter. Mr. Kuhnel is a lifetime member of the National Eagle Scout Association and has twice been published in Wealth
Management Magazine. He holds Series 7, 24, and 63 licenses.