Driving Change with Fund Administration

We are your trusted fund services partner, offering world class expertise for private equity funds of every type, size, and structure.

How We Help

Thought Leadership

The PEF Services Difference

Any fund administrator can complete books in compliance with regulatory requirements, so why consider factors beyond cost? No two firms are truly alike. That’s why a one-size-fits-all fund administration model always falls short. Founded by a former GP and with a team comprised of former CFOs, auditors, and CPAs, we understand how to run your back-office efficiently so you can shift into growth mode. When you need to get it done right, tap into the power of PEF Services.

Founded by GPs for GPs & Investors

PEF Services was founded by a General Partner who experienced firsthand the growing need for General Partners to better manage their back-office.

Expertise & Experience Thought Leadership

PEF Services is fulfilling our vision to provide fund administration services more efficiently and effectively, drawing upon our understanding, experience and expertise … having been in the same position as our clients when we started.

Illiquid Alternative Assets Invested in Your Success

PEF Services is committed to the success of the illiquid alternative assets community and solving the issues impacting this important market.

Featured Case Studies

CSC Helps Funds Launch and Succeed Across All Stages of the Life Cycle

Powered by industry-leading technology, we help clients streamline operations and sharpen focus on their core functions.  Our approach to Fund Administration combines exceptional teams, proven processes, and industry-leading technology.

People

Our team includes CFAs, CPAs, former CFOs, Audit Managers, and Compliance Officers.  Not siloed by skill set, account teams are well rounded and responsive, bringing a wealth of insight and experience to support your unique needs.

Processes

We work alongside your team to understand unique nuances and implement best practices aligned with industry standards to support your specific goals.

Technology

You will benefit from a mix of proprietary technologies and industry-standard platforms, resulting in a system that is powerful, flexible, and purpose-built for private fund financial reporting, investor communications, and data management.

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