With experience handling more than 1,500 investment funds (including hedge funds, fund of funds, commodity pools, and private equity funds), we specialize in addressing the complex operational, financial reporting and compliance issues facing the industry. Some of the services we provide include financial statement audit, tax structuring and risk management.
Most Popular Insights
Regulators and investors alike are pushing for more transparency from funds, and cybersecurity is a key focus.
RSM’s new report offers insights on nine key issues confronting hedge funds, including cybersecurity, investor relations, taxes and more.
In Concert studies the benefits of aligned relationships between hedge fund managers and their investors.
There is a growing demand for transparency that is having a fundamental impact on the client-service role for hedge fund managers.
Learn the steps private equity firms need to take to gain the advantages offered by GIPS compliance.
Fundamental changes to the partnership audit process enacted by the Bipartisan Budget Act of 2015 (BBA).
This article from the Journal of Passthrough Entities explains recently proposed IRS regulations intended to limit the extent to which partnerships may compensate service providers, including fund managers.
INVESTMENT INDUSTRY INSIGHTS
Read the discussion from our financial services industry tax update roundtable regarding issues that should head every hedge fund manager’s agenda.
INVESTMENT INDUSTRY INSIGHTS
Some would think fund raising would be easy in the current environment, but it’s not necessarily the case.
Cyber-crime is a very real and dangerous risk in today’s business world and the financial services community is a prime target.
Cyberattacks present regulatory, legal and reputational risks for hedge funds. This short video offers key insights into this growing threat.
Liquid alternative funds (liquid alts) are an emerging trend in the marketplace. This article is a must-read for managers considering this strategy.
FBI Supervisory Special Agent David Chaves shares his experience investigating securities fraud during the FBI’s investigation into insider trading.
Chicago hedge fund managers overall did well in the past year, riding the market surge and excelling at stock picking, despite heavier regulation.
Survey details funds challenges and best practices to help meet the risk management, reporting and transparency demands associated with institutional investors.
This article highlights the benefits and planning opportunities a fund manager and its investors can receive from Code Section 1202.
This article will explore how the net investment income tax may apply to private equity funds and how to help minimize the tax.
This article examines the IRS position on partners as employees and suggests new ways to think about the issues.
Private Equity Firms
With our vast experience in the privately-held middle market, we assist funds with start-up issues, valuations and FAS 157, management fees and financial reporting. We serve a variety of funds including:
- Private Equity funds Buy-out
- Venture capital
- Small Business Investment Companies (SBICs)
- Real estate
We understand the complex tax events facing hedge funds/alternative investments that could affect your after-tax return. From the initial fund setup to final investor distributions, we work with funds to make sure that the best strategies and structures are in place. We also analyze the many tax consequences of transactions, including purchase price allocations and distributions from liquidity events.
How can we help you?
To discuss how our team can help your business, contact us by phone 800.274.3978 or
Investment Industry Insights
The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.
Events / Webcasts
Hedge Fund Practice Leader