Company profile: Socium Fund Services
1.1 - Company Overview
Company description
- Provider of US-wide fund administration for private equity, private credit, venture capital, and real estate funds, delivering accounting and reporting, investor services and compliance, tax, treasury, and corporate governance. Capabilities include books/records, transaction processing, NAV and audit support; AML/KYC, subscriptions, capital calls, distributions; tax returns, allocations, K-1s, state/local filings; payment processing and credit facility monitoring.
Products and services
- Accounting Services: Audit-ready fund accounting that maintains books and records, processes investment transactions, calculates NAV precisely, and supports annual audits
- Fund Administration Services: Nationwide-scale fund administration for private equity, venture capital, real estate, and private credit funds, delivering integrated accounting, regulatory compliance, investor services, and portfolio reporting
- Investor Services: AML/KYC-compliant investor servicing that executes electronic subscription processing, manages capital calls and distribution notices, and furnishes detailed investor reporting
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Socium Fund Services
GWM
HQ: France
Website
- Description: Provider of wealth and asset management services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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WDA
HQ: Italy
Website
- Description: Provider of venture building services to entrepreneurs and SMEs seeking to create innovative spin-offs or startups derived from their know-how, effectively offering a CEO as a Service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Hickory Asset Management
HQ: United States
Website
- Description: Provider of comprehensive financial planning and portfolio management services as an independent RIA.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Atream
HQ: France
Website
- Description: Provider of independent real estate asset and fund management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Atream company profile →
OBS Financial
HQ: United States
Website
- Description: Provider of investment and operations outsourcing services to financial institutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OBS Financial company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Socium Fund Services
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Socium Fund Services
2.2 - Growth funds investing in similar companies to Socium Fund Services
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4 - Top valuation comps for Socium Fund Services
4.2 - Public trading comparable groups for Socium Fund Services
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