Our Story

With over 40 years of combined experience working alongside Private Equity and Venture Capital firms, our team is dedicated to providing exceptional fund administration services. Founded by a group of former private bankers, we built a strong track record of success by serving a portfolio of high-caliber PE/VC clients.

Through years of experience, we recognized a gap in the market—emerging fund managers were often overlooked and underserved. This inspired us to establish a service model that brings a personalized, white-glove approach to these growing firms. Our commitment is to deliver comprehensive, around-the-clock support to our clients, ensuring that every fund manager, regardless of size, receives the same level of care and attention.

Our team of fund accountants is available 24/7, ready to provide expert assistance whenever it’s needed. We understand the demands of managing a fund, and we’re here to simplify your administrative processes so you can focus on what matters most—growing your portfolio.

Location

867 Boylston Street, 5th Floor #1944, Boston, MA 02116
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