Institutional-quality operations, without the institutional overhead.
Our approach
We help asset managers manage the operational, accounting, and regulatory complexity of their business, without the cost and burden of building those teams internally.
Institutional-quality outsourced CFO, compliance, fund officer, distribution and operational support, delivered with deep industry expertise and a high-touch partnership approach.
PINE Advisor Solutions, now part of Centralis Group, is the group's U.S. fund services capability: SEC-registered adviser compliance, registered and private funds, ETFs, and distribution.
PINE will help non-U.S. managers establish a U.S. presence, from SEC registration to launching a registered fund, ETF, or private vehicle, with the compliance, fund officer, and operational support to run it.
Compliance isn't a box-checking exercise. It's a strategic function.
Institutional-grade financial oversight without building the team in-house.
Experienced officers and governance support that integrate with your board.
End-to-end distribution oversight and broker-dealer compliance.
Operational design and oversight that scales as your business evolves.
Not just advised it. Our team has served in the roles we now support, bringing first-hand operational judgement, not theory.
Our professionals integrate with your team as part of it, working alongside your people rather than from the outside.
Services adapt as your business evolves, from launch through to complex, multi-structure operations.
Deep understanding of asset-manager financial complexity and modern fund structures across registered, private and pooled vehicles.
Who we serve
Institutional-quality operations, without the institutional overhead. Let's talk about what your business needs.