Endowments & Foundations

A seasoned partner with years of experience tracking alternative investments for endowments & foundations.

Big savings and fewer headaches

Your team at Strata makes your strategic objectives their priority. To give you the attention you deserve, we partner you with the same dedicated team throughout our engagement. This continuity of service means less lost in translation and more time focused on your investments.

Working with Endowments & Foundations, Strata tracks investments and capital calls and provides treasury and customized reports at any time.

Portfolio Administration

Partner with your own Strata team to receive best-in-class service, customized solutions, and actionable insights that can take your back office operations to the next level.

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Shadow Administration

Whether you discover errors in administrative output or want to ensure accuracy through backup reviews, our services will give you confidence in your accounting.

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Alternative Data Management

Strata provides systems and personnel to receive, analyze, and organize your feedback loops, keeping you informed and in control of your data.

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Management Company Support

Partner with your own Strata team to receive best in class service, customized solutions, and actionable insights that can take your back office operations to the next level.

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“We have enormous trust in the Strata team.”

Brian Murphy, Financial Controller | SOSV

Let’s talk about your company's needs

Is Strata the right fit for you? Let’s have a conversation about your goals.

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