Tracey Winters

President, Fairview Private Fund Administration

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.

Education & Training

B.A. in Accounting from NC Wesleyan College
Licensed Certified Public Accountant

Areas of Expertise

Fund accounting
Portfolio accounting
Financial statement preparation
Tax reporting

Industry News

SEC Reopens: What to Expect After the Shutdown

November 14, 2025
Flash Reports

The longest government shutdown in U.S. History officially ended on November 12th. Government employees are back at work, and the SEC has reopened. However, it may take time for the SEC to return to normal operations.

IARD Annual Renewal: Preliminary Statements Are Live

November 11, 2025
Flash Reports

Despite the government shutdown, IARD renewal deadlines are live, and renewal payments are still due.

SEC Returns to Simultaneous Review of Settlement Offers and Waiver Requests

October 27, 2025
Flash Reports

On September 26, 2025, Chairman Paul Atkins announced a change in how the SEC evaluates settlement offers in enforcement actions that are accompanied by contemporaneous requests for SEC waivers from automatic disqualifications and other collateral consequences from the underlying enforcement action.

Fairview has been providing streamlined solutions to providers in the financial services industry since 2005. We are part of ViewPoint Partners, our employee-owned parent company for both Fairview and FilePoint, which provides regulatory reporting solutions for registered investment companies.