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PFA is proud of its long-term client relationships. In many instances, PFA’s relationships begin with a single client fund under management and expand to include the second and third funds, or more. During this time, some client sponsors add a full-time CFO to support expanding internal activities while utilizing PFA as the CFO’s staff – continuing to enjoy the benefits of PFA’s client team approach and reduced costs.

PFA has clients in all parts of the United States and overseas. Client funds manage capital ranging from $20 million to $1.5 billion and have investor groups ranging from just a single investor to several thousand investors.

The numbers speak for themselves:
Fund sponsors - 91
Primary client funds -
356
Total assets under administration - Over $100 billion