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We provide strategic tax planning services that help Entrepreneurs and Small to Medium Sized Business Owners lower their personal taxes, increase their profits, and attain greater wealth.
PEF Services LLC is a leading fund administrator for private equity funds, providing high-quality, cost-effective fund administration solutions with a specialty in emerging manager and SBIC funds. When you hire PEF Services LLC, you hire a team of experienced people. We use advanced, proprietary technology to assist you in tracking, reviewing and reporting your fund`s operations. Founded in 2002 by experienced managers of private equity funds, PEF Services has the understanding and expertise to meet the unique requirements of private equity fund administration. We know what is needed to efficiently administer a fund and can tailor those processes to your fund. Efficiencies are built into our systems and procedures. It is part of our DNA.
Research Affiliates is a Newport Beach, CA-based company in the Financial Services sector.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
CommonBond provides better student loans to students and recent graduates. As a founding team, we have over 70 years of experience in consumer finance and capital markets. We’re combining our corporate experience with our entrepreneurial passion to improve your finances. Core to our mission is our social promise: For every degree fully funded through the company`s platform, the company will fund the education of a student in need abroad for a full year. CommonBond has partnered with Pencils of Promise to make this a reality. The team was inspired by companies like TOMS Shoes and Warby Parker to act as, what the team calls, an "enlightened company." The team believes strongly that business can be and should be a source for positive change.