Who We Are

About Us

Since 2002, PEF Services, a CSC company, has helped some of the most complex fund types meet stringent regulatory and investor requirements. PEF delivers best-in-class solutions to Funds and General Partnerships, including Buyout, Venture, Emerging Managers, Real Estate, Debt, Fund of Funds, Co-investment, SPVs and SBIC funds.

Our approach to fund administration combines exceptional teams, proven processes, and industry-leading technology. We are mindful of the use of your resources and ours by communicating effectively, delivering high quality work and working efficiently.

PEF Services is a CSC company.  Founded in 1899, CSC is the world’s leading provider of business, legal, tax, and digital brand services. CSC is one of the world’s largest privately held businesses to offer administration services to an institutional and private client base. We are a global team of industry experts focused on providing competitively priced, client-driven solutions.

What We Do

Powered by industry-leading technology, we help clients streamline operations and sharpen focus on their core functions.  PEF Services enables GPs to increase operational efficiency while reducing risks and improving focus on core capabilities. Our clients benefit from access to experts in private capital back-office operations while benefiting from a technology platform designed for private capital funds and their investors.

Who We Serve

We serve fund managers across multiple fund types, including:

  • Private equity
  • Private debt
  • Real estate
  • Venture capital
  • SBIC / RBIC
  • Fund of Funds
  • SPV
  • Co-investment

Why We’re Different

Founded by a general partner for general partners

Fully staffed & supported in the U.S. by best-in-class CFA/CPA experts with private capital experience

Unique customization and brand support

Thought leadership on best practices

Dedicated account team delivers white glove service

Integrated accounting and investor portal

Defined By Our People

Our people provide our clients with access to the right people, right when they need them. We are a boutique firm that includes CFAs, CPAs, former CFOs, audit managers, and compliance officers. We bring a wealth of insight and experience to every client engagement with leading technical expertise, teams tailored to client needs and strong leaders.

Our guiding principle is to attract and retain the best and brightest in our field. We hire only top practitioners, many of whom have held senior roles in finance, audit, and accounting environments, and we invest in them so they can invest in our clients. We have built one of the most skilled and respected teams in the industry, underscoring our values with continuous improvement with innovative staff who are freethinkers and quick learners.

Driven By Our Process

We start by leading each new client through an onboarding process that has been refined over a period of nearly 20 years to maximize efficiency, ease, and transparency. We support every client engagement with a mix of proprietary and industry-standard technologies that deliver a high level of visibility and analytic insight into their operations.

Propelled By Our Technology

The alternative asset class has matured – and so have investor expectations. PEF has been one of the first to recognize the potential of automation and analytics in streamlining administrative processes and delivering greater insight and transparency, we continue to make technology a priority today. Our clients 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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