Solutions That Build Trust

Boutique consulting firm for investment firms, funds, and family offices.

We bring insight, infrastructure and execution, so you can grow with confidence.

About Us

Built from experience.
Focused on results.

Acerta is a boutique consulting firm with over +35 years of combined experience supporting investment managers, funds, and family offices across global jurisdictions.

Our leadership team includes professionals with Big Four and buy-side experience.

We’ve been where you are. That’s why we deliver what you need—finance, operations, accounting, and tech, tailored for scale.

End-to-end expertise.

Fund accounting, compliance, treasury, and IT—aligned under one roof.

Seamless delivery.

From onboarding to execution, we preserve knowledge and minimize disruption.

Scalable & compliant.

We adapt to your growth while staying ahead of regulatory requirements.

Senior-led partnerships.

Direct access to seasoned professionals, across borders and time zones.

Our Services

Modular. Strategic. Built for scale.

Fund Services

Back-office made future-ready.

Investor reporting & capital accounts

Portfolio valuation coordination

LPA compliance & expense review

Treasury ops & liquidity planning

Fund launch & onboarding

Corporate Services

Finance infrastructure. Thoughtfully designed.

Bookkeeping & financial statements

Intercompany reconciliation

Budgeting, forecasting & FP&A

Strategic planning & valuations

Credit facility oversight

Additional Solutions

When strategy meets execution.

Fund formation & legal coordination

SEC regulatory filings (Forms ADV, PF)

Fractional CFO & controller services

Family office administration

Business process & IT systems planning

Service Workflow

A consistent, firmwide framework drives continuous improvement and growth across all services.

Acerta’s service workflow is designed to focus on continuous improvement and growth as a result of the solutions provided to its clients by following a consistent framework across all lines of service.

Our Team

Cross-border operators with Big Four and buy-side experience, we help investment managers, funds, and family offices run finance, operations, and governance with precision, so you can grow with confidence.