Proven Experience. Modern Infrastructure.
SEC-registered transfer agent and fund administrator delivering innovative solutions across the full fund lifecycle for alternative investment sponsors.
We combine deep industry expertise, advanced technology, and personalized service to support sponsors and their investors at every stage.
Digital subscriptions, automated document intake, workflow routing, validation and NIGO management.
Learn moreSEC-registered recordkeeping, ownership changes, distributions, redemptions, compliance support and investor servicing.
Learn moreCash management, distributions, investor communications, sponsor reporting and administrative support.
Learn moreTax data preparation, 1099 processing and reporting, secure tax document delivery and investor support.
Learn moreOur proprietary platform, eSuperior, and integrated suite of tools provide real-time data, workflow automation, and actionable insights.
Founded to provide accurate, reliable transfer agency services to alternative investment sponsors.
Expanded services to support a growing client base and complex LP fund structures.
Industry pioneer in launching a secure, web-based investor portal — well before it became the standard.
Deepened DTCC AIP and DST Vision integrations, continuing to invest in technology and people.
A trusted partner for alternative investment sponsors nationwide, built on experience and powered by technology.
Discover how Great Lakes can help you elevate investor experience, streamline operations, and drive growth.