PEF Services Wins Client Service Award at 2021 Global Custodian Industry Leaders Event
Leading CSC fund administrator recognized for private equity client service leadership WEST ORANGE, NJ (Nov. 23, 2021)— PEF Services LLC (PEF), a CSC company and a leading fund administrator for alternative investment managers, has received the highest award for private equity fund administration in the client service category from Global Custodian. The fund services community was honored at the 2021…
PEF Services Releases White Paper on the Future of Private Capital Fund Services
Report examines the roadmap that transforms the fundraising potential for every investment manager WEST ORANGE, NJ (September 28, 2021)— PEF Services LLC (PEF), a CSC company and a leading fund administrator for alternative investment managers, today announced the release of a new white paper “The Future of Private Capital Fund Services.” During the first tense months of the pandemic, private…
RFE Investment Partners Selects PEF Services for Fund Administration
Growth-oriented private equity firm outsources fund administration to increase operational efficiencies WEST ORANGE, NJ (September 23, 2021) – PEF Services LLC (PEF), a CSC company and a leading fund administrator for alternative investment managers, today announced that RFE Investment Partners (RFE) has selected PEF to provide fund administration services. PEF’s deep experience with private equity and SBIC fund administration, its…
CSC Global Financial Markets Acquires PEF Services LLC
CSC Global Financial Markets Acquires PEF Services LLC; Transaction Expands Fund Services Capabilities Serving Private Capital in the U.S. WILMINGTON, Del.—CSC, the world’s leading provider of business, legal, tax, and digital brand services, is pleased to announce that it has acquired PEF Services LLC (PEF), a leading provider of technology-enabled fund administration services to private capital firms and their investors,…
Star Mountain Capital Selects PEF Services for Fund Administration
Specialized asset management firm outsources SBIC fund administration to increase operational efficiencies WEST ORANGE, NJ (May 25, 2021) – PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, today announced that it has been selected to provide fund administration services to Star Mountain Capital, LLC (“Star Mountain”). PEF’s deep experience with SBIC fund administration, its services team,…
PEF Services Offers Insights Into Alternative Asset Alpha Strategies
Aligning the interests of GPs and LPs matters more than expense management WEST ORANGE, NJ (May 18, 2021)—PEF Services, a leading fund administrator for Alternative Investment Managers, today released additional insights from the 2020 PEI Fees & Expenses Survey for Illiquid Alternative Assets in a webinar directed to an audience of over 200 financial professionals including members of the FEA (Financial…
PEF Services Announces Accounting Portal for Clients
Innovative, next-generation Accounting Portal provides new levels of transparency and self-service reporting with direct access to the official books and records of funds WEST ORANGE, NJ (December 15, 2020)— PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, today announced the availability of its purpose-built Accounting Portal within the ViewPoint™ investor portal framework. The Accounting Portal offers enhanced…
Blue Flag Partners Selects PEF Services for Fund Administration
Real estate-focused investment and development firm outsources fund administration to drive growth WEST ORANGE, NJ (December 8, 2020) – PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, today announced that it has been selected to provide fund administration services to Blue Flag Partners (“Blue Flag”). PEF’s experienced fund administration services team, leading-edge fund accounting platform and PEF’s…
PEF Services Provides Expert Commentary on Private Equity Fees & Expenses
Leading fund administrator offers insights on strategic alignment of management fees WEST ORANGE, NJ (November 10, 2020)—PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, provides expert commentary on the latest Private Funds CFO Fees and Expenses Survey 2020. The PEF Services commentary is included in the comprehensive results recently published in the latest issue of Private Funds…
PEF Services Releases White Paper on Investor Communications
Report examines GP best practices for reporting to, and building trust with, today’s LPs WEST ORANGE, NJ (September 29, 2020)—PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled “The Definitive Guide to Investor Communications.” The last decade has seen the rules of engagement between Limited Partners (LPs) and General Partners…
PEF Services Releases White Paper On Investor Transparency As A Differentiator
Report examines how GPs can win the trust of LPs during a downturn while positioning for the upturn WEST ORANGE, NJ (June 25, 2020)—PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled “Investor Transparency as a Differentiator.” The report considers how General Partners (GPs) can win the trust of their…
Egis Capital Leverages PEF Services for Fund Administration to Elevate the LP Experience
Technology-focused private equity firm outsources fund administration to support investors & drive growth WEST ORANGE, NJ (May 12, 2020) – PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, today announced the release of a client case study that highlights the success of Egis Capital Partners, a private equity firm focused on the Security and Protection industry, in…
PEF Services Offers Visibility into Illiquid Alternative Assets Investor Transparency
PE firms would upgrade and tighten their valuation process as a first step in achieving transparency WEST ORANGE, NJ (May 5, 2020)—PEF Services, a leading fund administrator for Alternative Investment Managers, today released insights into investor transparency visibility and the Q1 valuation process for Illiquid Alternative Assets based upon polling of 150 financial professionals including members of the FEA (Financial Executives…
Transparency in investor reporting can be a differentiator
The surge of capital flowing into illiquid alternative assets highlights the need for transparency in investor reporting, but this great opportunity also remains one of the greatest challenges for the private capital markets, says Anne Anquillare, CFA, CEO and president of PEF Services. By Joe Parsons April 15, 2020 11:38 AM GMT Sponsored by PEF Services Why does the need for transparency…
PEF Services Releases White Paper on Distribution Waterfalls
Report examines the key elements LPs need to understand to confidently review waterfall calculations WEST ORANGE, NJ (March 17, 2020)—PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled “Distribution Waterfalls: The Definitive Guide for Limited Partners.” Investing is about returns, and, in private equity, how those returns are distributed to…
PEF Services Successfully Completes SOC 1 Type 2 Audit Examination
Emphasizes PEF’s commitment to providing security compliance & operational excellence to clients WEST ORANGE, NJ (February 12, 2020)—PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, today announced the successful completion of its ninth annual SSAE 18, System and Organization Controls (SOC) 1, Type 2 audit examination, in accordance with the American Institute of Certified Public Accountants (AICPA)…