Fund Administration
The Whitley Penn Fund Administration team offers an array of accounting and investor relations services designed to meet the specific needs of investment fund clients. Our focus is primarily accounting based, generating financial reports and calculating investor allocations. We also provide investor relations services to help manage communications with the limited partners of the fund.
Our Fund Administrators can help you with:
Ongoing Services
As Needed Services
Alongside the recurring fund services, the Fund Administration team also provides ad hoc financial consulting services to help clients analyze performance and visualize success in their businesses.
Ongoing Services
As Needed Services
Alongside the recurring fund services, the Fund Administration team also provides ad hoc financial consulting services to help clients analyze performance and visualize success in their businesses.
Meet the Fund Administration Leader
Hover over the headshot to view contact information, read Katie's full bio, or connect on LinkedIn.
Katie Peck
Managing Director
Katie is a member of our Client Accounting & Advisory Services (CAAS) team and the leader of the Fund Administration team. She has vast experience working with clients, from family-owned businesses to large investment funds raising hundreds of millions in capital commitments. Her primary industry of focus is on investment funds, specifically private equity with an emphasis on real estate, venture capital and growth equity.
Katie Peck
Managing Director
Katie is a member of our Client Accounting & Advisory Services (CAAS) team and the leader of the Fund Administration team. She has vast experience working with clients, from family-owned businesses to large investment funds raising hundreds of millions in capital commitments. Her primary industry of focus is on investment funds, specifically private equity with an emphasis on real estate, venture capital and growth equity.