PE Tech Report

Fund administration

RFE Investment Partners selects PEF Services for Fund Administration

RFE Investment Partners (RFE), a growth-oriented private equity investor with a history of partnering with small businesses, has selected PEF Services to provide fund administration services.  Founded in 1979, RFE’s team of business owners partner with entrepreneurial management teams seeking to grow their businesses in the lower middle market. “PEF’s

EFA selects NeoXam for regulatory reporting

EFA, a provider of administrative services to the funds industry in Luxembourg, has selected NeoXam’s Impress Regulatory Edition to help meet its regulatory goals. 

Vistra partners with AMR Action Fund

Vistra, a provider of advisory and administrative support to Private Equity and Venture Capital Fund, Corporate, Capital Market and Private Wealth clients, has formed a strategic partnership with the AMR Action Fund, a public-private partnership supporting the development of new antibiotics.  Vistra was chosen by the AMR Action Fund to

ZEDRA appoints new Head of Funds for Guernsey

ZEDRA has appointed Damien Fitzgerald as Head of Funds for Guernsey. In the role, he will lead the firm’s fund solutions offering and will be supported by the recently appointed Head of Fund Operations, John Donnelly, an industry veteran with considerable experience in client service management, financial reporting and fund

Asia-focused PE secondaries fund Bee Alternatives appoints Apex Group for fund admin

Apex Group (Apex) has been appointed, to provide fund administration and regulatory services to Bee Alternatives Limited (Bee Alternatives), an independent manager dedicated to secondary private equity investments. Bee Alternatives has its origins as part of Ant Capital Partners Co Ltd (Ant Capital), where the team were one of the

NAV Fund Administration Group establishes Australia entity

NAV Fund Administration Group, a provider of administrative services to alternative asset managers, has launched NAV Fund Services (Australia) Pty Ltd, a new business entity in Australia. “In evaluating Australia as a potential location, we found a market ideally positioned for the comprehensive range of services, industry expertise, responsive client

Gen II Fund Services acquires Stone Pine Accounting Services

Gen II Fund Services (Gen II), an independent private equity fund administrator, has acquired Stone Pine Accounting Services (Stone Pine), a Denver-based provider of private equity fund administration, tax and investor services.  Terms of the transaction have not been disclosed. Founded in 1998, Stone Pine provides tailored services to a

Phoenix American and Founder Institute to provide fund admin services for VC Lab’s alumni VC funds

Phoenix American, a transfer agent and fund administration provider for alternative investments and the Founder Institute, a global startup accelerator, have partnered to provide fund administration, investor services and fund accounting for graduates of Founder Institute’s VC Lab programme.  The partnership will enable program alumni to benefit from institutional-class back

Suntera Global appoints Head of Funds for Jersey

Suntera Global has maintained momentum in its growing international funds business with the appointment of Ryan Taylor as Head of Funds for Jersey. Taylor will play a pivotal role in establishing the firm’s funds business in Jersey, with overall responsibility for developing and managing the new fund administration team in

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