Institutional-quality operations, without the institutional overhead.
Our approach
We help asset managers manage the operational, accounting, and regulatory complexity of their business — without the cost and burden of building those teams internally.
Institutional-quality outsourced CFO, compliance, fund officer, distribution and operational support — delivered with deep industry expertise and a high-touch partnership approach.
PINE Advisor Solutions, now part of Centralis Group, is the group's U.S. fund services capability: SEC-registered adviser compliance, registered and private funds, ETFs, and distribution.
PINE will help non-U.S. managers establish a U.S. presence, from SEC registration to launching a registered fund, ETF, or private vehicle, with the compliance, fund officer, and operational support to run it.
Compliance isn't a box-checking exercise. It's a strategic function.
Institutional-grade financial oversight without building the team in-house.
Experienced officers and governance support that integrate with your board.
End-to-end distribution oversight and broker-dealer compliance.
Operational design and oversight that scales as your business evolves.
Not just advised it. Our team has served in the roles we now support — bringing first-hand operational judgement, not theory.
Our professionals integrate with your team as part of it, working alongside your people rather than from the outside.
Services adapt as your business evolves — from launch through to complex, multi-structure operations.
Deep understanding of asset-manager financial complexity and modern fund structures across registered, private and pooled vehicles.
Who we serve
Institutional-quality operations, without the institutional overhead. Let's talk about what your business needs.