Regulatory Compliance
Shaping the
future of funds
Who We Are
We are
seasoned CFOs
With decades of experience working inside GPs, we know the value of a trusted partner. Petra’s team is “from” industry and has led and been trained at some of the world’s leading asset managers.
500+ years
of expertise and combined experience across Petra’s senior leadership team
$350B in AUA
across client funds and entities
6 offices
across the United States and Europe
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
Petra’s credit operations team provides operational support to private credit managers of all sizes and strategies. This includes a flexible approach to credit middle office operations, loan agency and monitoring services, as well as other pre and post execution support.
Discover Our Credit Operations Solutions
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.
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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.
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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.
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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 Solutionsour approach
An
interconnected
ecosystem
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.
news & Insights
The latest news from Petra
