Strata Fund Solutions’ unique service model uses highly qualified personnel to perform all the day-to-day work for our SPV and SMA clients. We hire talented and experienced professionals with advanced degrees and credentials (i.e. CPAs) and require all employees to attend regular trainings to stay on top of industry changes and our clients’ needs. The collaborative company culture and desirable location of Strata help foster extremely low employee turnover, so you can feel confident your team will be here to serve you for the long run.
Through state-of-the-art technology, we tailor solutions to meet our clients’ specific needs. Strata’s process is audited by an internationally recognized auditing firm; we can provide SOC I-related information upon request. Strata Fund Solutions’ SPV and SMA clients and their investors receive full transparency reporting through a secure web portal.