Independent Fund Administration for Private Funds

Run the fund.
Not the back office.

53 Peaks is an independent fund administrator for private equity, venture capital, and hedge funds — CPA-led, on a platform we built ourselves. We run your capital calls, distributions, NAV, and investor reporting, with every number tied to a double-entry general ledger.

Private Equity · Venture Capital · Hedge Funds — Multi-Class, Master-Feeder & Multi-Currency structures

The Ridgeline — 53 ranked summits above 14,000 feet Every figure ties to the books
One Ledger

Captured once. Reported everywhere.

A subscription, a call, a trade, a bank feed — each event posts to the general ledger as it lands, then flows to every report untouched. No re‑keying. No spreadsheet drift.

Subscriptions Capital Calls Trades Bank Feeds General Ledger NAV Strike Statements & Notices Capital Accounts
Exhibit A — The Ledger Live platform · demonstration fund · unretouched
The 53 Peaks general ledger: posted journal entries with balanced debits and credits — equity trades with realized-gain disclosure, an approved vendor bill, a monthly management-fee accrual, and a first-closing capital contribution

The general ledger itself — not a mockup. Every entry posts balanced or the database refuses it; trades, bills, distributions, and fee accruals post on their own. Debits = Credits, enforced

01 · Platform

Full service, from launch to final distribution.

Everything the back office needs — investors, NAV, payments — as modules on a single general ledger.

01

Investor Management & Onboarding

Digital subscriptions, KYC/AML verification, and a live cap table. Investors complete onboarding and sign subscription documents in their own portal — no email attachments.

KYC / AML Subscriptions Cap Table
02

Capital Calls & Distributions

We issue pro-rata capital calls and distributions. Notices go out automatically, funding is tracked to each LP, and the waterfall and books update the moment cash moves.

Pro-Rata LP Notices Waterfall
03

NAV & Fund Accounting

A double-entry general ledger with period locks and automated fee and carry accruals. NAV strikes straight from the ledger and produces an auditor-ready pack every period.

Double-Entry GL NAV Strike Mgmt Fee & Carry
04

Treasury & Payments

We prepare bank-ready ACH (NACHA) and wire (ISO 20022) files from your fund data; you review and release them in your own bank. Your bank moves the money — we never touch it.

ACH & Wire Files No Custody Dual Control
05

Integrations & Reconciliation

We monitor bank and brokerage balances via Plaid, Coinbase, and on-chain wallets. Released payments are matched to the bank feed automatically, so cash ties out before NAV is struck.

Plaid Bank Feeds Position Sync Auto-Reconcile
06

Investor & Auditor Portals

LPs see their commitments, units, and statements in a self-service portal. Auditors and tax preparers get scoped, read-only access to the financials.

LP Portal Auditor Access Read-Only
02 · How It Works

From first close to year‑end audit, in one system.

We set up your fund once; every downstream number flows from the same ledger.

01

We Set Up the Fund

We configure the structure, terms, fees, and chart of accounts. The institutional fund chart is pre-built, so the books balance from day one.

02

We Onboard Your Investors

LPs subscribe, verify, and sign in their own portal. Commitments populate the cap table automatically.

03

We Run Operations

Capital calls, distributions, trades, and bank feeds — every event posts to the books as it happens.

04

We Strike NAV

NAV is computed straight from the general ledger, with fees and carry accrued and units allocated. A CPA reviews the pack before it reaches your LPs.

05

We Report & Reconcile

LPs and auditors self-serve from read-only portals. Cash reconciles against the bank feed, and the period closes clean.

577
Automated Tests
Unit and full-ledger suites, run green before every deploy.
0
Unbalanced Entries
Debits must equal credits — the database rejects anything else.
$0
Client Money Held
Ever. We prepare the files; your bank moves the money.
1
General Ledger
Every statement, notice, and NAV is drawn from it — nothing re-keyed.
03 · Who It's For

Every strategy. Books that tie out.

Purpose-built for closed-end drawdown funds and open-end vehicles. The discipline is the same whether you hold equities, credit, crypto, or private deals.

Private Equity

Capital call processing, waterfall and distribution math, portfolio bookkeeping, and LP statements — drawdown funds, end to end.

Venture Capital

Commitments and called capital, holdings tracked across rounds, and a clean, self-service window into the fund for your LPs.

Hedge Funds

Daily positions, NAV strikes, high-water-mark incentive fees, and LP reporting for long/short, multi-strategy, and quant managers — series of shares for rolling subscriptions included.

Private Credit

A real loan sub-ledger — facilities, day-count interest accrual, PIK, and per-loan IRR — that reconciles to the fund’s books.

Family Offices

Consolidated books, NAV, and treasury for complex multi-entity structures — with bank-ready payment files and an immutable audit trail.

Emerging Managers

A double-entry ledger and CPA-reviewed NAV from your first close — the rigor of an established firm, sized for a first fund.

One Portal, Every Role General Partner · Limited Partner · Auditor · Tax Preparer
04 · Why 53 Peaks

Finance-first. Books-of-record discipline.

Built on real fund-accounting logic

A genuine double-entry general ledger with period locks, NAV tie-outs, FIFO tax lots, and management fees & high-water-mark carry — not a spreadsheet with a login.

No custody, by design

53 Peaks never holds your money and is never the platform of record for payments. We prepare bank-ready payment files; you review and release them in your own bank — so payment-initiation risk stays where it belongs.

Audit & tax workflows, built in

An append-only activity log enforced by the database, soft-deleted regulated records, encrypted bank and tax IDs, and read-only portals for auditors and tax preparers — controls designed for the audit.

Automation-first, your data

Bank feeds, position sync, and market data flow in on their own. We connect to your banks, custodians, and providers — your data stays yours and exports cleanly.

Built in, not bolted on
CapabilityStatus
Double-entry general ledgerIncluded
One-click NAV strike & NAV packIncluded
Capital calls, distributions & waterfallIncluded
Bank-ready ACH & wire filesIncluded
Plaid bank reconciliationIncluded
Multi-currency & period locksIncluded
Investor, auditor & tax portalsIncluded
Append-only audit trail, DB-enforcedIncluded
One system of recordDay one
How We Work
Cole PefanisCPA

Founder of 53 Peaks — the administrator who sets up your fund, keeps its books, strikes NAV, and answers your auditor. Accountable by name, not by ticket queue.

CPA-led

Founded and run by a CPA. A professional reviews the work, and you talk to the person who keeps the books.

No custody, ever

We never hold or move fund money. Your bank releases every payment.

Every number traceable

Each figure ties to a journal entry in an immutable log. Auditors verify — they don’t reconstruct.

Your data, portable

Statements, ledgers, and a read API export cleanly. No lock-in, by design.

05 · Get Started

Talk to us about your fund.

We’ll walk through the workflows that matter to your strategy and scope what your administration would look like.

01

A direct reply within one business day.

02

A walkthrough scoped to your strategy.

03

A sandbox fund with your chart of accounts.

About Your Fund

No obligation. Your details stay private.