Our Services

Management Company Support

Stop worrying about the back office and focus on what's most important - your LP's confidence.

Comprehensive Support for Your Management Company

Behind every successful fund is a management company that handles the firm’s operations, governance, and financial backbone. While most managers focus on raising capital and delivering returns, the stability of the management company often determines long-term success. Without proper structuring and support, firms face issues like cash flow inefficiencies, unclear expense allocation, and limited visibility into their own performance.

Our services are designed to help you strengthen your management company, so you can focus on building relationships and managing investments. By providing clarity around expenses, compensation, and reporting, we ensure your firm runs with the same professionalism and precision as the funds you manage.

For emerging managers in particular, this support provides credibility with investors and peace of mind for the team. By taking the guesswork out of management company operations, you’re better positioned to scale with confidence.

The management company is the engine behind the GP’s responsibilities, and keeping it well-structured is critical for long-term success. We provide close support to ensure your management company is operating smoothly, from day-to-day accounting support to long-range strategic planning.

Our team provides guidance on building clear policies for expense allocation, partner compensation, and management fee usage, while also helping advise on the financial reporting framework that gives you insight into performance at the GP level. By supporting the management company, we reduce operational friction, create transparency, and allow you to focus on your primary role: managing the fund and delivering results to your investors.

How It Works

A Streamlined Approach to Management Company Support

Our process is designed to reduce complexity while giving you full confidence in the strength of your management company. We combine best practices with customized solutions to match the needs of emerging and established managers alike.

Initial Assessment

We begin with a detailed review of your management company structure, current accounting setup, and expense policies to identify strengths and gaps.

Customized Framework

We build a tailored process for financial oversight, compensation management, and expense allocation, ensuring your management company runs smoothly.

Ongoing Oversight

We provide regular updates, reconciliations, and financial reports so you always have a clear picture of your management company’s performance.

Compliance Alignment

We align your management company processes with compliance best practices, reducing the risk of errors or misallocations.

Transparent Reporting

We deliver professional, easy-to-read financial reports for your management company that support both decision-making and investor confidence.

Scalable Support

As your firm grows, our services scale with you, ensuring that your management company remains a strong foundation for expansion.

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

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Ready to Strengthen Your Management Company?

Your management company is more than an administrative entity—it’s the engine that powers your ability to manage funds, build relationships, and grow your business. Too often, managers treat it as an afterthought, only to face challenges when scaling or addressing investor due diligence.

At Peak Fund Management, we help you build and maintain a management company that is structured for efficiency, compliance, and long-term growth. Whether you’re just starting out or already established, our expertise gives you the clarity and confidence to focus on what matters most—delivering results for your investors.

Get in touch today to see how we can support your management company.

Our Services

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