Fund administration that amplifies the value you deliver.

You’ve experienced it. Fund Administration is treated as a commoditized, back-office function full of inexperienced vendors, resulting in inconsistent service, high turnover, fragmented reporting, and a lack of trust in the numbers that drive critical decisions for GPs.

Flexible Approach

Petra delivers tailored administrative services designed around each client’s specific needs and pain points. Backed by a deeply experienced team, we offer the industry’s most flexible administration model—enabling us to solve virtually any operational challenge with an approach only Petra can provide.

Petra provides outsourced fund administration, management company and compliance services to private equity and credit managers of all sizes. This offering, includes a full technology suite, allowing managers to completely rely on Petra for their back-office needs.

As asset managers have grown so have the number who would rather run in-house technology solutions with data being used in firm wide data lake projects. Petra works with managers to provide dedicated or semi-dedicated teams who can operate within an asset manager’s existing technology and processes.

As the regulatory and limited partner demands on asset managers have grown, head counts have swelled in back offices. Petra works with asset managers to provide an alternative to growing the back office, providing wholly dedicated third party expertly sourced and managed teams to handle certain fund administration, reporting, and IR functions.

For asset managers who would like to co-source but still retain the institutional knowledge of their in-house staff, Petra can take over the management of an asset manager’s back office, provide a new home for employees, cutting-edge technology solutions and process improvements, all while retaining the institutional knowledge built up over years and providing cost saving and efficiencies for the asset manager.

The Petra platform

Comprehensive Services + Flexible Solutions, Built on a Strong Foundation

Responsible investment.

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.