About Us

The Woodfield Difference

At Woodfield, we pride ourselves on our ability to find that connection with a variety of firms. We’re nimble enough to provide personalized service and to take the extra step to fully understand your company’s needs. We also employ state-of-the-art technologies to satisfy the diverse needs of the many funds we work with.

We’ve built personalized service into the Woodfield DNA, right down to our operational structure. Instead of the “call center” approach typical of most large administrators, we provide each client with a dedicated Fund Accountant and an Investor Services specialist. These two professionals devote themselves to each fund as if it were their own, learning its every aspect so they can better problem solve and anticipate client needs. Most important, they form a strong, lasting bond with each fund manager with whom they work.

For this type of personalized approach to work, it’s necessary to have highly skilled people who understand all aspects of the accounting process.  In contrast to many larger administrators, over 80% of our accountants are CPA’s and many of them also have public accounting experience.

Of course, top-quality people should be backed by top-quality technology. At Woodfield, we make use of highly advanced systems for private fund administration and management. We offer a fully-integrated platform for investor and portfolio management alike, complete with a seamless investor reporting system.

The interface linking a fund manager and its investors can often define the quality of the relationship. With this in mind, we make it our top priority to give an unbeatable customer experience not only to fund managers, but to their investors as well.

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