Petra Funds Group

New York, United States Founded: 2021 • Age: 5 yrs Acquired By Charlesbank Capital Partners
Fund administration and infrastructure services are provided to financial clients.
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About Petra Funds Group

Petra Funds Group is a company based in New York (United States) founded in 2021 by Peter Haskopoulos was acquired by Charlesbank Capital Partners in October 2023.. Petra Funds Group offers products and services including Fund Administration, Credit Operations, Regulatory Compliance, Management Company Services, and ESG Solutions.

  • Headquarter New York, United States
  • Founders Peter Haskopoulos
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Petra Funds Group, Llc
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
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Products & Services of Petra Funds Group

Petra Funds Group offers a comprehensive portfolio of products and services, including Fund Administration, Credit Operations, Regulatory Compliance, Management Company Services, and ESG Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages accounting and reporting for private equity funds

Provides support for private credit managers' operations

Assists with registration and ongoing compliance programs

Handles firm-level accounting and payroll functions

Develops and implements ESG monitoring frameworks

Supports fund creation and financial strategy oversight

People of Petra Funds Group
Headcount 50-200
Employee Profiles 50
Employee Profiles
People
Brandon Beal
Manager
People
Katy Mounsey
Manager
People
Steven Antonson
Managing Director - Chief Of Staff
People
Denisse Maloney
Fund Accounting Manager

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Funding Insights of Petra Funds Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Petra Funds Group

Petra Funds Group has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Charlesbank Capital Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity firm
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Petra Funds Group

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Petra Funds Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Petra Funds Group Comparisons

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Competitors of Petra Funds Group

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Petra Funds Group

Frequently Asked Questions about Petra Funds Group

When was Petra Funds Group founded?

Petra Funds Group was founded in 2021.

Where is Petra Funds Group located?

Petra Funds Group is headquartered in New York, United States. It is registered at New York, New York, United States.

What does Petra Funds Group do?

Petra Funds Group was founded in 2021 and is based in New York, United States. Operations focus on the financial services sector, where fund administration and infrastructure support are delivered to investment firms. Services include administrative processing, compliance management, and operational infrastructure for funds. The company is led by a team of managing directors and a co-founder, with activities centered in the U.S. market.

What products or services does Petra Funds Group offer?

Petra Funds Group offers Fund Administration, Credit Operations, Regulatory Compliance, Management Company Services, and 2 more products and services.

Who are Petra Funds Group's investors?

Petra Funds Group has 1 investor. Key investors include Charlesbank Capital Partners.

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