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, and hedge fund, 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
Industry

  • Incubator Funds
  • Established Funds
  • Start Ups – Private Equity

Securities
Industry

  • Registered Investment Advisors
  • Broker Dealers
  • Management Companies
  • REGISTERED INVESTMENT ADVISORS

Futures Industry

  • CPOs & Futures Funds
  • CTAs
  • IBs
  • FCMs

Hedge Fund Industry

  • Incubator Funds
  • Established Funds
  • Start Ups – Private Equity

Securities Industry

  • Incubator Funds
  • Established Funds
  • Start Ups – Private Equity

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