Regulatory Compliance
Fund administration
built for GPs who
demand more.
Who We Are
Private equity, private credit, and venture fund managers are tired of mediocre vendors. Founded by industry professionals, Petra serves GP’s who demand accuracy, accountability, and real partnership.
Meet Your Petra partners
1200 +
Funds Managed
$500B+
AUM
350+
Employees
<2%
Voluntary Attrition
Employee-Owned
Company
Complex problems, expert solutions
Petra’s fund administration team handles fund financial accounting and reporting needs on time with uncompromising accuracy for all types of private equity, private credit and venture funds. Petra takes responsibility for all of a fund’s administrative needs during the entire life cycle of a fund, from investor onboarding, fund accounting and reporting to capital calls, carried interest calculations, distributions and ultimately dissolution.
Discover Our Fund Administration Solutions
Supporting a diverse range of credit fund structures, providing tailored operational, reporting, and regulatory solutions designed to address the structural and compliance complexities of each vehicle.
Credit Accounting & Operations
Petra’s regulatory compliance team works with new and established asset managers to provide both ERA and RIA registration support as well as ongoing tailor-made compliance support to private equity and credit managers. In doing so, Petra leverages decades of experience formalizing and building out comprehensive compliance programs. Petra will customize your compliance program to ensure you are meeting regulatory obligations while creating efficiencies for your business.
Discover Our Regulatory Compliance Solutions
Petra’s management company team provides the infrastructure and knowledge to build scalable processes around firm level accounting & reporting, accounts payable, accounts receivable, payroll, T&E processing, intercompany settlement, and other management company level operations.
Discover Our Management Company Solutions
Petra’s Responsible Investment Team develops and implements all facets of leading responsible investment programs for private equity and credit managers. From ESG due diligence and value creation planning to tailor-made monitoring and reporting frameworks in step with regulator and investor expectations, Petra can help build out internal processes and systems and help set the right tone and tenor for accurate qualitative and quantitative responsible investment strategy and disclosures.
Discover Our Responsible Investment Solutions
Petra offers comprehensive Fund Launch & Outsourced CFOs service that focus on the operational creation of a new fund or strategy, financial & operational strategy, supporting LP relationships, governance and risk oversight allowing the GP to focus on raising capital, building your team and developing your portfolio.
Discover Our Fund Launch & Outsourced CFOs SolutionsThe Petra Difference
Coordination across functions within an asset manager is essential for efficient operations. The Petra platform and service model is based on a shared data set across the services used by our clients. Our service teams work together to present a single team and single data set to our clients, which saves busy CFO’s and founders, their most precious commodity, time.
Continuity You Can Count on
An employee-owned company, our <2% voluntary attrition rate and 100% client retention speak to the consistency and reliability we deliver.
Scalable Support That Grows With You
From emerging managers to established firms, Petra delivers operational excellence at every stage.
Transparent Technology
Our software stack empowers your team with clear, auditable, and actionable data – not dated black-box automation.
Impact & Outcome Focused
Petra clients report stronger stakeholder communications and more streamlined internal decision-making leading to improved relationships with investors. That’s the Petra difference. Don’t let poor reporting overshadow strong performance.
news & Insights
The latest news from Petra
