gVue « Greyline Partners, LLC

gVue is a comprehensive solution for managing and monitoring your firm’s compliance activities.

Our platform gives you the ability to oversee:

Employees’ personal securities trading in publicly traded equities and bonds, private investments, cryptocurrencies and more
Political contributions
Outside business activities
Gift reporting

gVue Features

Pre-Clearance

gVue’s customizable requests module allows users to seek approval for trades, political contributions, outside business activities and more. Firm policies are built into gVue, automating the review process.

Certifications and Policies

gVue’s robust certification builder automates timely reporting of political contributions, gifts and entertainment, and outside business activities. gVue’s document repository makes all compliance documents accessible to users.

Dashboard

gVue’s centralized dashboard concisely displays all outstanding tasks, pending requests and brokerage accounts. gVue’s user-friendly interface makes it easy for users to meet their compliance obligations.

Personal Trading and Deal Monitoring

gVue seamlessly links to more than 4,000 brokerages, allowing users to connect their brokerage accounts in seconds. Personal trading data is downloaded on a nightly basis, automating the review process.

Business Rules and Reporting

gVue’s powerful reporting feature allows you to quickly generate compliance review reports and trading summaries for employees to ensure a culture of compliance within your organization.

With its intuitive technology and easy-to-use dashboard and reporting functions, Greyline’s gVue offers you an easier path to compliance that ensures you operate within regulatory requirements, as well as company policies.

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Darren Mooney

Partner and Co-Head of Business Development

Darren Mooney is a Partner and the Co-Head of Business Development at Greyline. Before joining Greyline, Darren served as deputy chief compliance officer of Partner Fund Management where he held primary responsibility for the compliance program of the second-largest hedge fund in the Bay Area. Prior to that, Darren spent five years providing compliance consulting services at Cordium and then ACA Compliance Group, where he led the company’s San Francisco office and west coast operations. In addition to providing ongoing consulting services to a variety of investment managers, including hedge fund, private equity, venture capital, real estate, quantitative and other wealth managers, Darren also regularly guided clients through the SEC registration process, implemented tailored compliance programs, supported clients’ live SEC exams, and served as an SEC-mandated independent compliance consultant following an SEC enforcement action. Darren’s other experience includes serving as deputy chief compliance officer and associate counsel at F-Squared Investments where he directly supported the compliance program during the investigation and subsequent enforcement regarding historical advertising practices. Darren has a B.S. in Economics from the University of Delaware and a J.D. from Suffolk University Law School. He is a member of the Massachusetts bar.

Annie Kong

Partner and Head of Venture Capital

Annie Kong is a Partner and Head of the Venture Capital Division at Greyline. She provides ongoing compliance consulting to investment advisers and manages client relationships. Prior to joining Greyline, Annie was part of compliance and operations at a long-only manager-of-managers that advised pension fund clients. While there, she conducted compliance and operational due diligence on SEC-registered investment advisers on the platform. She also oversaw and counseled on various legal matters across the firm. Annie has a B.A. in Economics from the University of California, San Diego, and a J.D. from the University of San Diego School of Law. She is an active member of the State Bar of California.

gVue