Category: Alts

Peru & Partners, an IQ-EQ subsidiary specialising in the French private equity market, has extended its mandate with Latour Capital, a longstanding client, after the private equity firm achieved EUR1bn in its latest fundraising. Peru will provide CFO advisory, accounting and AIFM valuation services, to include SPVs, for Latour Capital III.

Aztec, the C.I.-based alternatives administrator, has opened a U.S. office in Philadelphia, its first outside Europe. The office will specialise in fund and corporate accounting and administration services for the private equity, venture capital, infrastructure, real estate and private debt sectors. The office is headed by Mike Wood, who has been based in Aztec’s Jersey…

PEF Services, a U.S.-based administrator for alternative investment funds, has been selected to provide SBIC (small business investment company) fund administration services to Star Mountain Capital, LLC. With nearly USD2bn AuM, Star Mountain is a 100pct employee-owned investment firm focused exclusively on the U.S. lower middle-market by investing debt and equity directly into established operating…

Diversified Trust, a U.S.-based wealth management firm with USD7.5bn AuM, has selected SS&C as fund administrator for its private equity fund of funds platform. SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance. Diversified Trust also uses SS&C Black Diamond within its wealth management business and…

Northern Trust has been appointed to provide a range of asset servicing solutions to the UK’s Coal Pension Trustees Services Limited (CPT). CPT is the in-house executive company owned by the British Coal Staff Superannuation Scheme and the Mineworkers’ Pension Scheme – two closed defined benefit schemes representing members who previously worked in the UK…

Aztec Group, the C.I.-based administrator, has appointed Jon Ball as client development director, based in the UK. In this newly created role, he will work closely with the client delivery and business development teams to build key relationships and ensure consistent service delivery. Previously a director within PwC’s strategic account management team, he worked with…

Apex Group has expanded its relationship with Federation Asset Management to administer the Sustainable Australian Real Asset Trust (SARA), an energy transition investment fund. Apex will provide fund administration, share registry and regulatory services. SARA will invest in renewable energy projects and developments, energy storage systems and other sustainable infrastructure projects and developments across Australia…