Petra Funds Group

We created Petra Funds Group to fill a gap in the market by addressing common challenges with third-party fund administration. Discover an elevated fund administration experience with Petra. Reach out to a member of our team to start the conversation: https://lnkd.in/g9UUNvmz #fundadministration #privateequity #privatecredit #privatefunds

Adam Weiss, Managing Director, will be attending the SEM Consortium in New York on October 23 - 24.    The conference aims to bring together small, emerging, diverse managers, institutional investors, and industry consultants for education, training, and meaningful networking opportunities.    To connect with Adam Weiss at the conference, please reach out to him at adam@petrafundsgroup.com. #conferences #semconsortium #fundadministration #privateequity #privatecredit  

Private equity firms face unique challenges in managing complex financial operations while focusing on growth and relationships. For firms not ready to hire a full-time CFO or controller, outsourced services can provide the financial expertise they need—without the overhead. Outsourced CFO/Controller services, like our CFO Product Suite for Private Funds, offer cost-effective, strategic support that helps firms optimize operations, strengthen LP relationships, and scale as needed. Read more about how outsourced CFO/Controller solutions can drive efficiency and growth: https://lnkd.in/d7qQNgBB Reach out to Erin Rathke to learn more about Petra's CFO Product Suite for private funds. #PrivateEquity #Outsourcing #CFO #PrivateFunds

We believe that giving back makes a difference, which is why we partnered with Partnerships for Parks for an afternoon of raking and park maintenance at Astoria Park in Queens, New York. Our group collected about 50 bags of litter and leaves! It was rewarding to step out of the office and serve our community while building stronger team bonds. Thank you to the Petra Cares volunteers who took time out of their day to participate in the afternoon of community service and to Partnerships for Parks and City Parks Foundation for all you do for the greater New York City community. #givingback #communityimpact #teamwork #PetraCares #volunteer

Co-Founder and Co-Managing Partner Peter Haskopoulos recently spoke with Tom Auchterlonie at Private Funds CFO on ILPA's new proposed quarterly reporting templates and how they affect GPs from a fund administrator perspective. "It's important to be able to provide the type of templates that GPs are asking you to be able to provide, so that they can fully meet the needs of their LPs who are asking for this template during the negotiation process and during the ongoing relationship element of the dynamics," says Peter. Gain further insight here: https://lnkd.in/eCwRVk_H #ILPA #Reporting  #GPs #FundAdministration

Tamara Close, CFA, Senior Director of Petra ESG Advisory, will be moderating the New Frontiers of Sustainable Investing panel discussion at the Resiliency and Innovation Forum in Quebec City on October 17th.     The conference brings together institutional investors and financial industry leaders to discuss a number of key topics, including the economic implications of a pivotal election year, the rapid development of AI, and the risks posed by climate change, all of which may significantly impact investment returns.   Learn more about the conference by clicking the link below, and reach out to Tamara Close if you’re interested in connecting with her during the conference at tamara@petrafundsgroup.com. https://lnkd.in/eJ3SASWM #petra #esgadvisory #esgreporting #privatefunds

Josh Cooper, Managing Director, and Adam Weiss, Managing Director and Head of Credit, will be speaking at the FIS Buy Side Innovation Summit on October 16th.    The exclusive event provides private fund managers the opportunity to connect and learn about market trends and innovations in buy side fintech and play a part in shaping the future of the industry.   Learn more about the event here:  https://lnkd.in/eM4TgbVj #privatefunds #conferences #fis #petra #fundadministration  

The fund administration landscape is changing. Today, private fund managers have more than just traditional outsourced fund administration as an option. For managers overseeing multiple funds with complex structures and processes across multiple teams, preserving knowledge and technology is crucial. The lift-out fund administration model offers a compelling alternative for these fund managers. Explore four benefits a lift-out fund administration model offers fund managers below, and download your copy of the white paper here: https://lnkd.in/eQeNEFRx #fundadministration #liftouts #privateequity #privatefunds #privatecredit #petra

We are thrilled to announce the expansion of our Business Development team with two key hires: Richard L. Harris, CFA, who joins the firm as Managing Director and Head of Business Development, and John Manning, who joins as Senior Director of Business Development. We are delighted to welcome Richard and John to the team as we continue to build a best-in-class fund administration company for private equity and private credit funds. Read the press release here: https://lnkd.in/eEYxkAS6 #fundadministration #newhires #privatefunds

To remain competitive and meet GP, LP, and regulator demands, fund administrators need to be creative in hiring and retaining talent. The need for experts with the right skill set continues to be in constant demand. At Petra, that has meant hiring teams comprised of former in-house private equity middle and back-office professionals as well as in related service areas like ESG monitoring and reporting and regulatory compliance. Explore how Petra Funds Group has risen to the occasion to support GPs’ needs in the following article: https://lnkd.in/ggpnM45m #fundadministration #talent #privatefunds #talentmanagement