Business Details
12 Years
experience
Trusted Fund Administration for Private Markets
Founded in 2014, Juniper Square has established itself as a leader in modern fund administration solutions for private markets. Our team combines deep industry expertise with cutting-edge technology to deliver seamless services for general partners across private equity, real estate, venture capital, and more. With over 800 employees, including 350+ professionals from legacy fund administrators, we prioritize innovation, transparency, and client satisfaction.Our proprietary platform integrates software, data, and administration services to streamline operations, enhance investor relationships, and ensure compliance. Recognized for a 94% annualized employee retention rate, we provide stable, long-term partnerships grounded in operational excellence and technological advancement.
Services
Fund Administration
Investor Services
Technology Platform
Treasury Management
Compliance Solutions
Details
- Year established: 2014
Highlights and features
- We combine 25+ years of fund administration experience with AI-powered technology.
- Our 94% employee retention ensures consistent, expert service delivery.
- Global platform supports 2,000+ GPs and $1 trillion in investor equity.
- We offer seamless integration of software, data, and fund administration services.
- Proprietary JunieAI streamlines workflows and enhances reporting accuracy.
What people say
Best-in-class platform
Streamlined operations
Excellent investor reporting
Proactive compliance support
Seamless technology integration
Services
Fund Administration
Our fund administration services combine deep industry expertise with technology-driven efficiency. We handle accounting, compliance, and reporting for complex fund structures across private equity, real estate, and venture capital. With a team of 350+ experienced professionals, we ensure accurate financial reporting, regulatory compliance, and operational transparency. Our solutions reduce manual work through automation while maintaining rigorous audit controls for institutional investors.
Investor Services
We streamline investor communications and reporting through our digital platform. Our services include onboarding, AML/KYC compliance, capital call processing, and investor portal management. JunieAI enhances personalization while ensuring timely, accurate information delivery. We support both institutional and retail investors with tailored reporting and 24/7 access to fund performance data through secure digital tools.
Technology Platform
Our proprietary platform integrates fund operations with AI-powered analytics. JunieAI automates workflows, predicts capital needs, and generates intelligent reporting. The system connects front, middle, and back-office functions for seamless data flow. Features include digital subscriptions, automated waterfall modeling, and real-time investor dashboards that improve decision-making while reducing administrative burdens for general partners.
Treasury Management
We optimize fund liquidity through comprehensive treasury solutions. Our services cover capital calls, distributions, cash management, and bank reconciliation. Automated systems ensure timely processing while maintaining compliance with regulatory requirements. We provide detailed cash flow forecasting and reporting tools that help fund managers make strategic financial decisions with real-time visibility into fund liquidity.
Compliance Solutions
Our compliance services ensure adherence to evolving regulatory requirements across jurisdictions. We handle AML/KYC verification, tax reporting, and audit preparation for global funds. The platform automates compliance workflows while maintaining detailed audit trails. Our team of experts provides ongoing regulatory guidance to help funds navigate complex compliance landscapes with confidence and transparency.
People
Christine Egbert
General Manager, Fund Administration
25+ years of fund administration experience, former Managing Director at SS&C Technologies, accounting degree from Flagler College and MBA from University of North Florida.
Dorota Kowalski
Senior Director, Fund Accounting
24 years in fund accounting across audit and administration, CPA licensed in Illinois, specializes in private equity and real estate fund structures.
Arnaud Brive
Senior Director, European Operations
15+ years in fund administration, former Director at PwC Luxembourg, Chartered Accountant and Statutory Auditor in France.
Davis Yook
Senior Director, Fund Accounting
20+ years in real estate and private equity accounting, former Managing Director at CBRE, Masters in Accounting from University of Southern California.
Susan Gameiro
Senior Director, Fund Accounting
19 years of fund administration experience, CPA licensed in New York, MBA in Finance from Seton Hall University.
Questions
What services does Juniper Square offer for private equity firms?
We provide fund administration, investor relations, treasury services, compliance, and AI-powered reporting tailored to private equity needs.
How does Juniper Square's technology benefit fund managers?
Our platform automates workflows, centralizes data, and enhances transparency with tools like JunieAI for smarter decision-making.
Do you support global fund structures?
Yes, we administer complex global funds across private equity, real estate, venture capital, and private credit asset classes.
What makes Juniper Square different from traditional administrators?
We combine proprietary technology with 350+ experienced professionals from legacy firms for modern, scalable solutions.
Can Juniper Square handle investor onboarding?
Yes, our digital subscriptions and investor portal streamline onboarding for institutional and retail investors.
How do you ensure data security?
We use enterprise-grade security protocols and regular audits to protect sensitive financial data and investor information.
Reviews (1)
Katie
Aug 06, 2019
Report
NexMetro has worked with Juniper Square for almost a year now and we have really liked the platform so far. Something that has really enhanced our experience with this product is working with Logan from the Juniper Square team. He truly cares about his clients and goes to great lengths to make sure a solution is found for every need.
