We are a boutique firm built on decades of expertise

PEF delivers high-touch, high-value services that transform the back office into a center of excellence.

Defined by our people

Much has changed in the alternative investment industry, and today’s funds face strenuous administrative responsibilities and increasing demands from regulators and investors. But one thing hasn’t changed: an efficient and transparent back office requires experience, acumen, and commitment.

Our guiding principle is to attract and retain the best and brightest in our field. We hire only top practitioners who have held senior roles in finance, audit, and board environments, and we ensure our clients have direct access to their expertise and insight at all times.

Years of experience as a fund administrator, technology specialist, and consultancy

Clients in funds, General Partnerships, buyout, venture, real estate, SPVs, mezzanine, SBICs, fund of funds

LPs who receive fund reporting through PEF’s Investor Library

Founded on industry needs

Since 2002, PEF has supported some of the most challenging funds in the alternative space. Our company was founded to support the unique compliance and reporting needs of Small Business Investment Companies (SBICs). As federally licensed entities, these alternative investments have administrative, reporting, and licensing requirements that other services firms are unable to meet. Today, PEF Services is nationally recognized as one of the top boutique fund administrators, and we continue to break new ground in meeting the industry’s biggest challenges for private funds of every type, size, and structure.

Driven by our values

We bring a service mindset to our interactions with our clients, our industry, and the wider community. As a values-driven organization, we believe in making the world a better place. We donate to both national and local charities, and volunteer our time to help the less fortunate in our local area. We also encourage our employees to donate to the charities that are important to them with a generous charitable-match program.

We are proud supporters of these worthwhile organizations:

The mission of the U. S. Marine Corps Reserve Toys for TotsProgram is to collect new, unwrapped toys during October, November and December each year, and distribute those toys as Christmas gifts to less fortunate children.<

The Marine Toys for Tots Program collected and distributed 18 million toys to 7 million less fortunate children in 2015.

The Community Food Bank of New Jersey mission is to fight hunger and poverty in New Jersey by assisting those in need and seeking long-term solutions.

The food bank along with their partners feed over 900,000 hungry people in the state of New Jersey and distributes almost 500 million pounds of food.

The Susan G. Komen Race for the Cure® Series is the world’s largest and most successful education and fundraising event for breast cancer ever created.

Since 1983, the Komen Race for the Cure Series has grown from one Race with 800 people in Dallas to a global series of more than 150 Races with nearly 1 million people participating on four continents.

Established in 1928, the Barn is New Jersey’s oldest continually producing community theatre.

The objective of The Barn Theatre is to stimulate interest in the theatrical arts by producing plays and other productions to entertain the community.

Experience Comes From Experienced People

Meet Our Team