The Private Capital Industry Is Evolving

General partners are engaging a whole host of specialized service providers, and funds are increasingly picking up the tab. Are all parties aligned enough to ensure that investors can reap the benefits as well? To read the full article click here.

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...

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...

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...

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...

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,...

What General Partners Need to Know  By Beth Manzi, Chief Operating Officer, PEF Services LLC Private equity is having another good year, but is too much of a good thing stressing your back-office?  Are your investor demands exceeding your firm’s back-office...

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...

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...