PEF Services

We are a boutique firm that includes CPAs, CFAs, industry executives, audit managers, and compliance officers, and we bring a wealth of insight and experience to every client engagement. By hiring the best and promoting from within, we have built one of the most skilled and respected teams in the industry. We offer strategic, high-touch services that streamline and enhance the administration of illiquid alternative assets. We help our clients achieve greater transparency and data integrity, gain efficiencies, reduce costs, scale their operations, and confidently meet regulatory requirements and investor expectations. Mission: OPERATIONAL EXCELLENCE IS BUILT ON TRUSTED EXPERTISE