United States - Funds Newsletter Q2 2026

31 July 2026

Suntera Fund Services
Welcome to our Q2 newsletter. This quarter, we’re sharing updates from across Suntera, practical insights and thought leadership from two industry partners on topics shaping today’s alternative investment landscape: The SEC’s Conflict of Interest Playbook and Why Portfolio Managers Struggle to Differentiate Themselves. We hope you find these resources valuable as you continue to navigate an evolving market.

Suntera Global News

Suntera Expands Its U.S. Footprint with the Acquisition of Experienced Advisory Consultants LLC

Suntera Global has taken another significant step in expanding its U.S. capabilities with the acquisition of Experienced Advisory Consultants LLC (EAC). The acquisition strengthens Suntera's ability to support alternative investment managers with specialized middle-office and operational services, while expanding its U.S. footprint and deepening the expertise available to clients.

Founded to provide high-touch operational support to the alternatives industry, EAC has built a strong reputation for delivering outsourced solutions, management company services, and operational support to hedge funds, private equity firms, venture capital managers, broker-dealers, funds of hedge funds, and family offices. The firm serves clients ranging from emerging managers launching their first fund to complex, multi-billion-dollar institutions, bringing decades of operational expertise to every stage of the fund lifecycle.

This milestone reflects Suntera's continued investment in building a comprehensive platform for the alternatives industry. Read the full announcement to learn how the acquisition enhances the firm's service offering, accelerates its U.S. growth strategy, and creates new opportunities to deliver even greater value to clients.

Guest Commentary

The SEC’s Conflict of Interest Playbook: What Private Equity Managers Need to Know

The SEC’s Conflict of Interest Playbook: What Private Equity Managers Need to Know
by
Trillium Regulatory Services

The SEC continues to place conflicts of interest at the center of its private fund examination and enforcement agenda, making it essential for managers to demonstrate that their policies, disclosures, and governance practices can withstand regulatory scrutiny. In this guest article, Trillium Regulatory Services examines the conflict areas that continue to draw the SEC's attention and outlines the practical steps private equity firms can take to strengthen their compliance programs.

Read the article here.

Why Portfolio Managers Struggle to Differentiate Themselves

Why Portfolio Managers Struggle to Differentiate Themselves
by Frumerman & Nemeth Inc.

In a crowded fundraising environment, strong performance alone is rarely enough to win investor attention. Allocators want to understand not only what a manager has achieved, but how they think, invest, and create value—and too many firms fail to clearly communicate what makes them different.

In this guest article, Frumerman & Nemeth delve into why so many investment managers are perceived as interchangeable and explore the common messaging mistakes that undermine fundraising efforts.

Read the article.

Industry Recognition

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Suntera Fund Services has been shortlisted for Best Administrator: Client Service at the 2026 Hedge Fund Services Awards US, presented by With Intelligence. The awards recognize firms that are setting the standard for excellence across the hedge fund industry, celebrating organizations that demonstrate exceptional client outcomes, innovation, and service.

The nomination reflects Suntera's continued commitment to delivering responsive, high-touch support to hedge fund managers operating in an increasingly complex market. By combining experienced professionals, tailored solutions, and a client-first approach, Suntera helps investment managers navigate operational and regulatory challenges while supporting their long-term growth.

Thank you to our clients and partners for their continued trust and support.

Thought Leadership

In case you missed it, we shared a few articles this past quarter, and our leaders shared expert commentary with key industry publications.

The Hidden Risks in Private Equity Carry Models

Private Credit: Misunderstood, Evolving and Its Next Phase of Growth

Beth Mueller on Institutional Demand for Private Credit

Suntera’s Von Bevern on the ‘Speed’ Advantage of Private Credit

Beth Mueller Featured in Institutional Investor on the Private Credit Crisis

For more information about this topic, please get in touch with Matthew Reynolds using the details below.

Visit our funds overview page for information on our comprehensive services.

 

Key Contact:

Matthew-Reynolds-Profile-1394x1011px        Matthew Reynolds

        HEAD OF BUSINESS DEVELOPMENT, AMERICAS

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