Peak Fund Management

Comprehensive Fund Management for the Next Generation of Managers

Fund management services and strategies built around a single focus: the growth of your fund.
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Comprehensive Private Fund Management Services

Accelerate Your Fund's Growth

Behind every successful fund is a partner who understands the weight of what’s at stake. Your investors expect accuracy, your team needs efficiency, and your reputation depends on flawless execution. That’s why we go beyond being just an administrator. We act as an extension of your team, delivering the speed, precision, and foresight you need to grow with confidence.

At Peak Fund Management, our founders are CPAs with more than a decade of experience working inside funds and supporting managers at the highest levels. We know the intricacies of fund operations because we’ve managed them ourselves — from daily accounting and reporting to navigating the complexities of investor relations and compliance. That experience translates into a comprehensive partnership that doesn’t just keep your fund compliant - it equips you to operate with institutional quality from the very start.

Where larger administrators often treat sub-$500mm funds as an afterthought, we built around you. Our model gives you direct access to senior professionals, tailored solutions for your unique structure, and a partner who treats your goals as their own. With us, you’re not outsourcing - you’re gaining a team committed to safeguarding your reputation and accelerating your growth.

Our Services

Take Your Fund to the Next Level

Our fund management services for growth-focused funds were built by our founders - CPA's with more than a decade of experience in navigating the complexity of fund management at the highest levels.

Fund Administration Services

We handle the critical day-to-day accounting, reporting, and operational functions that keep your fund running smoothly. With accuracy, timeliness, and transparency at the core, you can focus on investment strategy while we ensure your back-office is flawless.
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Fund Setup & Onboarding

Getting a fund off the ground takes more than legal documents - it demands operational precision. We streamline formation, investor onboarding, and compliance so you can launch with confidence and scale without friction.
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Investor Reporting

Clear, accurate reporting isn’t just a requirement - it’s a baseline LP expectation. We deliver investor-ready reports that build confidence, reinforce transparency, and turn your reporting into a competitive advantage.
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Compliance & Regulatory Support

Today’s regulatory landscape is complex, and falling short can create costly setbacks. Our compliance support helps you stay ahead of requirements, minimize risk, and maintain investor trust with ease.
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Management Company Support

Managing the GP entity takes focus away from your investment priorities. We provide full management company support - from financial oversight to operational processes - so you can direct your energy where it matters most: building LP relationships.
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Our Clients

Services & Strategies Built for Growth-Focused Managers

Our clients come from a wide range of industries and backgrounds, but they all share one characteristic - a focus on growth.
The PFM Difference

Why Peak Fund Management Stands Apart

We're focused on helping you scale at every level.

Personalized, White-Glove Service

We don’t believe in cookie-cutter solutions.

Every fund has its own unique story, and our team works closely with you to deliver administration that feels more like a partnership than a process.

Responsiveness You Can Count On

Speed matters.

From investor reporting to capital calls, we deliver accurate results on time, every time, so you can focus on managing your investments and building relationships with investors, not waiting on your administrator.

Institutional-Grade Technology

Your investors expect more from their fund manager.

Our platform gives you and your investors the same caliber of reporting, transparency, and security you’d expect from a billion-dollar fund, delivered with the agility of a boutique provider.

We made the decision to switch our private fund administrators to PFM in 2025, and could not be happier with our decision. The onboarding was seamless, and their reporting and responsiveness are leagues above the large administrator we left. Working with Jeff and Mark has been a game-changer.

Jack H., Partner
Top 100 RIA


PFM Leadership

Meet the Leadership Team

At Peak Fund Management, our leadership team is built on a foundation of deep technical expertise and real-world fund management experience. As CPAs with more than a decade working inside funds and supporting managers across private equity, venture capital, and family offices, we’ve seen firsthand the challenges that emerging and growing funds face - and we know how to solve them.

We believe fund administration isn’t just about keeping the books clean; it’s about building lasting partnerships that free managers to focus on performance and investors. Our team brings the precision of accountants, the perspective of operators, and the commitment of trusted partners, all working alongside you to ensure your fund operates at the highest level.

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Ready to Launch with Confidence?

Launching and growing your fund doesn’t have to feel overwhelming. With Peak Fund Management, you gain a partner who understands your stage, your constraints, and your ambitions.

Let’s talk about how we can help you launch seamlessly and build investor confidence from day one.

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Careers

Advance Your Career in Fund Management

At Peak Fund Management, we’re building a team of driven professionals who share our passion for precision, service, and innovation in fund administration.

If you’re looking for an opportunity to grow with a fast-moving firm and make a positive impact on how fund managers interact with their LPs, we’d love to hear from you.

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