Experience is Everything
Operational Excellence is Built on Trusted Expertise
We are a boutique firm that includes CFAs, CPAs, former CFOs, board directors, SBA executives, audit managers, and compliance officers, and we bring a wealth of insight and experience to every client engagement.
By hiring the best and promoting from within, we have built one of the most skilled and respected teams in the industry.
Our General Partner, Limited Partner, and management-company clients come to us—and stay with us—because they trust our people to transform the back office into a center of excellence.
Who We Serve
Scale operations smoothly, increase operational efficiency, improve focus on strategic initiatives and deliver a superior level of service to your investors.
Stretch operating budgets further, enhance compliance and standardization, and face investors and boards with confidence.
We deliver cost-effective, best-in-class solutions to Funds and General Partnerships, including Buyout, Venture, Emerging Managers, Real Estate, Debt, Fund of Funds, Co-investment, SPVs and SBICs.
We offer a complete, outsourced fund administration solution for General Partner entities that includes fund accounting, financial reporting, and capital management.
Fund Administration Outsourcing: A Guide to Evaluating the Options and Making the Right Decision
How Emerging Global Standards Are
Transforming the Future for GPs and LPs
The Limited Partner’s Guide
to Fund Administration