The SEC's latest Risk Alert makes clear that a written annual compliance report is not enough. Investment advisers must demonstrate that their policies work in practice and that identified deficiencies lead to meaningful corrective action.
Petra continues to invest in building stronger connections across the private markets community. Christine “Chris” Tamms has joined the firm as Director, Head of Market Engagement, a newly created role focused on bringing industry professionals together through events, thought leadership and meaningful industry dialogue.
The SEC has proposed rescinding its Pay-to-Play Rule, a change that could affect compliance requirements for private fund advisers. Here’s what advisers need to know while the proposal is under consideration.
Petra Funds Group Co-Founder Peter Haskopoulos recently joined the Investment Management Operations Podcast to share his perspective on the changing fund administration landscape. The conversation covers technology, AI, emerging managers and what really matters when choosing a fund administration partner.
Launching a private fund requires more than raising capital and finding the right investments. Building the right financial and operational foundation early can help managers navigate fundraising, investor expectations and long-term growth.
As private fund advisers increasingly use AI agents for investor reporting, regulatory filings and portfolio analysis, AI governance is becoming an important compliance consideration. This article examines what SEC requirements mean for AI-enabled workflows and the controls firms need to put in place around data access, recordkeeping, supervision and investor disclosures.
As private credit managers face growing demands for more frequent reporting, daily pricing is becoming an important operational consideration for certain fund structures. In this Q&A, Adam Weiss, Managing Director at Petra Funds Group, discusses what supporting daily pricing really requires and how firms can build scalable operations for the future.
No two private fund managers operate the same way, so why should fund administration? As operational complexity grows, more firms are turning to co-sourcing to gain specialized expertise without giving up control.
Powered by MSCI sustainability and climate data, PeerView aligns GP reporting with the data LPs use to evaluate managers
A management company budget is more than a financial plan. It is a strategic tool that helps private equity CFOs improve cash flow, optimize hiring, manage expenses, and make more informed business decisions.
Petra’s Partnership Platform redefines fund administration by combining continuity, control, and scalable support without disrupting existing teams, systems, or investor relationships.
Petra Funds Group is partnering with Computers 4 People to expand digital access by donating refurbished technology to underserved communities while promoting sustainability and digital equity.