Key Takeaways
- • Citco Group of Companies, the world's largest organically grown asset servicer for alternative investments, opened a new regional office in Dallas, Texas on January 20, 2026, to strengthen its middle and back-office servicing capabilities across the alternative asset management sector.
- • The Dallas hub will provide comprehensive asset servicing operations including treasury and loan services, NAV calculations, investor services, corporate services, and regulatory reporting to support current and prospective clients in Texas and the surrounding region.
- • Dallas was selected as an expansion location due to its emergence as a key financial center with a growing alternative investment ecosystem, robust talent pool, and business-friendly operating environment.
- • Claudia Bertolino, Head of Private Market Services at Citco Fund Services, emphasized the expansion will leverage Citco's proven model of automation, scalability, and operational agility to deliver superior client service, with access to Citco's global office network.
- • Alan Curran, Head of Citco's Dallas Office, highlighted Dallas's rapid growth as one of the most significant U.S. financial hubs, offering access to skilled talent and closer proximity to regional clients in Texas.
Summary
Citco Group of Companies announced the opening of its new Dallas, Texas office on January 20, 2026, marking a strategic expansion of its alternative asset servicing platform. The initiative strengthens Citco's regional footprint and service delivery capabilities for the alternative investment industry, positioning the firm to better serve both existing and prospective clients throughout Texas and adjacent markets.
The Dallas office functions as a regional hub delivering middle and back-office asset servicing solutions. Service offerings encompass treasury and loan services, NAV calculations, investor services, corporate services, and regulatory reporting—a comprehensive suite designed to support alternative asset managers operating in the region. The strategically positioned facility enables Citco to combine its established operational infrastructure with enhanced local client proximity and market responsiveness.
Dallas's selection reflects its transformation into a major financial center with distinct competitive advantages for institutional service providers. The city benefits from a growing alternative investment ecosystem, an expanding pool of skilled financial services talent, and a business-friendly regulatory environment. These factors align with Citco's expansion strategy and client support objectives. According to Claudia Bertolino, Head of Private Market Services at Citco Fund Services, the Dallas operations will build on Citco's "proven model of automation and scalability" while maintaining the firm's ability to operate with operational agility. Bertolino emphasized that the expansion offers clients access to Citco's comprehensive service suite, world-class technology infrastructure, and global office network.
Alan Curran, Head of Citco's Dallas Office, characterized Dallas as "one of the most significant and fastest-growing financial hubs in the US," citing unparalleled access to skilled talent and strategic proximity to target clients. The office opening reflects broader institutional recognition of Dallas's emergence as a competitive financial services destination within the United States, supporting Citco's commitment to serving the alternative asset management sector at scale.
The Dallas office functions as a regional hub delivering middle and back-office asset servicing solutions. Service offerings encompass treasury and loan services, NAV calculations, investor services, corporate services, and regulatory reporting—a comprehensive suite designed to support alternative asset managers operating in the region. The strategically positioned facility enables Citco to combine its established operational infrastructure with enhanced local client proximity and market responsiveness.
Dallas's selection reflects its transformation into a major financial center with distinct competitive advantages for institutional service providers. The city benefits from a growing alternative investment ecosystem, an expanding pool of skilled financial services talent, and a business-friendly regulatory environment. These factors align with Citco's expansion strategy and client support objectives. According to Claudia Bertolino, Head of Private Market Services at Citco Fund Services, the Dallas operations will build on Citco's "proven model of automation and scalability" while maintaining the firm's ability to operate with operational agility. Bertolino emphasized that the expansion offers clients access to Citco's comprehensive service suite, world-class technology infrastructure, and global office network.
Alan Curran, Head of Citco's Dallas Office, characterized Dallas as "one of the most significant and fastest-growing financial hubs in the US," citing unparalleled access to skilled talent and strategic proximity to target clients. The office opening reflects broader institutional recognition of Dallas's emergence as a competitive financial services destination within the United States, supporting Citco's commitment to serving the alternative asset management sector at scale.
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