Economic instability creates tremendous opportunities for funds. With public markets in a constant flux, record deal volume predicted for private equity, and real estate funds seeing a potential rebound as sectors reopen, a roller-coaster recovery could be extremely profitable for some fund types.
Changing regulatory requirements and audit and accounting standards present unique challenges for the alternative investment community.
With extensive experience in hedge fund and private equity management, we understand this world – and its challenges.
For decades, we have been working with hedge funds that deploy a variety of complex investment strategies, including distressed debt, global macro, quantitative trading, and volatility arbitrage.
We have extensive experience helping funds comply with regulations set forth by the Securities Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), the National Futures Association (NFA) and the Cayman Islands Monetary Authority (CIMA).
Our Cayman office and regulatory approval to audit funds domiciled in the British Virgin Islands and Bermuda allows us to provide services beyond those domiciled in the US.
Our auditors examine stand-alone funds, master-feeder funds and fund-of-funds and provide start-up fund solutions.
Our tax professionals specialize in tax issues that affect hedge funds, providing tax consulting and compliance to hundreds of funds with U.S. and others with foreign reporting requirements.
We understand client needs and communicate effectively to provide the highest level of service.
We help hedge funds and PE funds plan strategically to minimize their investors’ tax burdens, comply with regulations, minimize risk and meet their financial goals.
Our investment industry clients include:
- Hedge Funds
- Private Equity Funds
- Fund of Funds
- Real Estate Funds
- Family Offices
- Investment Advisers
For our investment groups, we provide:
- Audit & Assurance Services
- Independent Representative Services
- Surprise Examination
- Regulatory Compliance
- Fund Administration
- Business Advisory Services
- Tax Consulting & Compliance
- Cybersecurity Assessment & Risk Mitigation
- Valuation Services
Fund administration services are provided through our affiliate, Kaufman Rossin Alternative Investment Services.