Audit, Tax, & Compliance Consulting for
Alternative Investment Firms

For over 30 years our boutique CPA team has provided exceptional value through fund audit, tax, and compliance services for the securities, futures, hedge fund, and cryptocurrency industries. Our goal is to be your strategic partner by navigating you through the ever-changing regulatory requirements and risks. As expert alternative investment accountants, you will receive responsive cost sensitive help that is a perfect partner for small firms and start-ups.

Our Clients

Specializing in the financial industry, we provide exceptional value through personalized services and expertise for clients on 5 continents. As a strategic ally, we partner with industry clients and their service providers to help navigate risk requirements in the regulatory landscape.

Futures
Industry

  • Commodity Pool Operators & Futures Funds
  • Commodity Trading Advisors
  • Introducing Broker & Swaps & Forex
  • Future Commission Merchants

Hedge Fund & SECURITIES INDUSTRIES

  • INCUBATOR FUNDS
  • BROKER DEALERS
  • ESTABLISHED FUNDS
  • REGISTERED INVESTMENT ADVISORS
  • START UPS – PRIVATE EQUITY

CRYPTOCURRENCY INDUSTRY

  • CRYPTOCURRENCY FUNDS
  • CRYPTOCURRENCY TRADERS
  • CRYPTOCURRENCY MINERS

Futures Industry

  • CPOs & Futures Funds
  • CTAs
  • IBs
  • FCMs

Hedge Fund & SECURITIES INDUSTRIES

  • INCUBATOR FUNDS
  • BROKER DEALERS
  • ESTABLISHED FUNDS
  • REGISTERED INVESTMENT ADVISORS
  • START UPS – PRIVATE EQUITY

CRYPTOCURRENCY INDUSTRY

  • CRYPTOCURRENCY FUNDS
  • CRYPTOCURRENCY TRADERS
  • CRYPTOCURRENCY MINERS

Industry News & Alerts