Case Study: Wolverton Capital achieves institutional-quality fund administration with Juniper Square

Wolverton Capital saves $100,000 and gains institutional-quality reporting with Juniper Square

Wolverton Capital, an investment firm based in Santa Monica, was managing its fund administration in-house with legacy software that was difficult to use and posed a significant reputational risk. The firm needed a solution that would provide institutional-quality controls and reporting so they could focus on their core real estate investment business instead of being held back by administrative challenges. They turned to Juniper Square for its fund administration services.

By implementing Juniper Square's combined software and services platform, Wolverton gained an integrated solution that eliminated accounting errors and provided a reliable system of record. The results included enhanced investor trust, the elimination of reputational risk, and an estimated savings of at least $100,000 compared to an in-house strategy. Most importantly, Juniper Square provided the institutional-quality processes that allowed Wolverton Capital to scale its business effectively.

Wolverton Capital