Tracey Winters
President, Private Fund Administration
Tracey primarily manages fund accounting operations.
Tracey primarily manages fund accounting operations.
Before Tracey Winters joined Fairview in 2007, she managed various departments at a fund administrator, which has given her broad experience with mutual funds, hedge funds, governmental and nonprofit investment pools, and insurance pools. She has a strong background in portfolio accounting, financial statement preparation, and tax reporting.
The SEC's October 2026 Custody Rule proposal creates a compliant pathway for advisers to hold crypto assets, eases private fund audit requirements, and codifies years of no-action guidance. Here's what it means for your firm.
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The SEC and CFTC have pushed the Form PF amendments compliance date back again, from October 1, 2026, to July 1, 2027. It's the fourth extension of the rule. Here's what it means for private fund and hedge fund advisers.
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On September 14, 2026, the SEC Division of Examinations published a Risk Alert on observations of investment advisers’ annual compliance reviews. Although registered investment advisers have had to conduct annual compliance reviews for over twenty years, the SEC observed a number of deficiencies that investment advisers should consider as they complete these reviews.
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