Investor Services

Private equity firms require best in class services to maintain transparency and investor confidence. We provide independent oversight and ensure compliance with regulatory requirements. Our extensive background in financial services and fund administration enables our ability to understand complex structures and partner with you to meet investor demands.

Services that Meet the Demands of Private Equity Investors

Socium offers the highest level of expertise and professionalism so that firms can focus on creating value for investors. We understand the unique complexities of private equity funds and are unrivaled in our ability to help firms meet investor demands. Our full complement of services includes AML/KYC compliance, subscription processing, execution of capital calls and distributions, contact database management, reporting, and due diligence correspondence.

Through partnership with Socium, firms are able to offer their investors the institutional systems and controls they expect and the customized reporting they need. We understand that no one is more important to our clients than their investors. With Socium Fund Services, you can be sure that your investors will receive the highest level of professionalism when communicating with the Socium team. Investors will always receive accurate information in a timely manner with a friendly attitude.

Contact Socium to find out more about how we add value through our client-focused customized solutions. Leverage our talent and technology to enhance the investor experience.

  • Investor on-boarding
  • AML/KYC compliance
  • Capital call processing
  • Distribution processing
  • Capital account maintenance
  • Investor reporting
  • Contact database management
  • Wire instruction management