Defined By Experience

Unlike many third-party service providers, CARTA Fund Services understands how things look from your side of the desk. Having been spun out of a private equity firm ourselves, we’re intimately familiar with the industry.


We have a deep appreciation for the nuances inherent to the day-to-day requirements of running a back- and middle-office operation.

It’s this point of differentiation that gives CARTA a key advantage. Because we’ve been faced with the same challenges and opportunities you face each day, we feel we’re well poised to help you meet them. We firmly believe our clients can leverage our experience to provide best-in-class services to their stakeholders.

And while other third-party service providers may be more focused on volume, at CARTA we make as a priority the unique needs of each client. If you come to view us in due time as an extension of your staff, we will have accomplished one of our primary goals.