Core Fund Solutions Email Format

Financial ServicesCalifornia, United States2-10 Employees

Core Fund Solutions operates in the financial services sector, offering fund administration and related services to small- to medium-sized alternative funds. Its offerings include full or partial administration, NAV-Lite for early-stage ventures, CFO outsourcing, and corporate accounting, aimed at providing tailored solutions that align with a fund’s goals and budget. The firm positions itself as a partner that brings audit and tax perspective, as well as buy-side and sell-side viewpoints, to help funds launch, grow, or manage maturity with a focus on affordable, high-quality service and personalized support. Based in Los Altos, California, the company emphasizes experienced leadership drawn from roles in alternative investment funds, Big 4 firms, and fund administration, to address a range of fund-management challenges. Since 2003, Core Fund Solutions has served clients by combining deep industry knowledge with technology-driven capabilities, aiming to respond to evolving needs throughout a fund’s lifecycle. The firm maintains a local presence with services designed to adapt to different fund structures while prioritizing long-term client relationships.

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