Company Information

Get to know Preferred Return (Acquired by Carta)

Preferred Return, Inc. was a service provider offering fund administration, accounting, and reporting services tailored for venture capital and private equity funds. Founded to simplify the complex back-office operations for investment managers, the company established itself as a trusted partner in the private market ecosystem. In 2017, Preferred Return was acquired by Carta (formerly eShares), a leading equity management and ownership platform. The acquisition allowed Carta to expand its services beyond capitalization table management and 409A valuations to include a comprehensive fund administration solution, creating an integrated platform for companies, investors, and fund managers. Today, the services and expertise of Preferred Return are a core part of Carta's Fund Administration business.

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Preferred Return (Acquired by Carta)

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.