What does it take to stay ahead in fund administration today?
Petra Funds Group Co-Founder Peter Haskopoulos joins Citizens Private Bank to close out their Fund Fanatics series, offering a candid perspective on the forces reshaping private equity—and what firms should expect from their fund administration partners.
In this conversation, Pete explores the shift beyond the traditional “status quo” approach, the growing importance of a true partner versus vendor relationship, and how Petra’s DNA drives a more aligned, responsive client experience.
He also shares insight into how leading GPs are rethinking operational infrastructure, navigating increased complexity, and choosing partners who can evolve alongside them—not just support them. As expectations rise across reporting, transparency, and scalability, the conversation highlights what it really means to deliver value beyond core administration.
For firms looking to stay competitive in an increasingly sophisticated market, this discussion underscores the importance of alignment, accountability, and forward-thinking service models.
For GPs evaluating who they want alongside them in the trenches, this discussion provides a clear and timely point of view.
Watch the full episode on the streaming platforms below.
ILPA’s 2026 reporting templates are more than a formatting update. They require a fundamental shift in how GPs capture, classify, and report data. This article explores the operational challenges and why having a reputable fund administrator is critical to a smooth transition.
Petra Path is Petra Funds Group’s proprietary onboarding process designed to ensure seamless client transitions through structured data migration, cleansing, and validation.
At Petra Funds Group, internal accountability isn’t just a checkbox, it’s a core part of how we deliver exceptional service to our clients.