The Private Capital Industry is Evolving

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Private Equity Funds: Leverage and Performance Evaluation

Anne Anquillare was featured in the July 16, 2018 CFA Institute blog entitled Private Equity Funds: Leverage and Performance Evaluation by Antonella Puca, CFA, CIPM, CPA As Anne Anquillare, CFA, president and CEO of PEF Services, notes: “It is important to distinguish...

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SBIC Fund Administration: Understanding The Stakes

By Anne Anquillare, Chief Executive Officer & President, PEF Services, LLC Small Business Investment Companies (SBIC) are attractive investment funds, enabling GPs to access government leverage at low rates that enhance returns. But they also come with more...

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The Fund Administration Tech Factor

By Hank Boggio, Chief Revenue Officer of PEF Services LLC While proven processes, expertise, and fair pricing structures are key elements of a successful partnership with a fund administrator, technology is the elephant in the room. Without an ongoing investment in...

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Fund Administrators Under Pressure

Why General Partners Are Rethinking Their Needs and Replacing Their Fund Administrators By Hank Boggio, Chief Revenue Officer of PEF Services LLC A growing number of General Partners are turning to outsourced fund administration to manage the burden on their back...

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New Era, New Expectations

By Beth Manzi, Chief Operating Officer, PEF Services LLC In an era of increased regulatory scrutiny, sophisticated investors, and narrowing margins, General Partners are turning to their fund administrators for solutions. But while some are rising to the challenge,...

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Changes To SBIC Licensing And Examination Fees

by Adam Gardiner, Director of Client Services, PEF Services LLC Effective December 13, 2017, SBA is increasing fees charged for licensing and examinations and adding an inflation adjustment. The fee increases will be phased in over a period of four years with the...

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Private Capital Markets Shift Gears

By Hank Boggio, Chief Revenue Officer of PEF Services LLC While few firms outside of the hedge fund market would have considered outsourcing fund administration twenty years ago, market requirements have since undergone a dramatic change.  As the private capital...

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SBA Update On SBIC Program Examination Priorities

What You Need to Know by Beth Manzi, Chief Operating Officer, PEF Services LLC On October 20, 2017, SBA sent a letter detailing their exam priorities and a new notice requirement. Click here to read the SBIC Program Examination Priorities letter to SBIC Licensees For...

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