Big Firm Quality. Boutique Care.
Supporting alternative investment firms for over 30 years with a team of 30 plus. Offering audit, tax, and consulting.
Are You Starting a Fund, CTA, or CPO?
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Are you a broker dealer, introducing broker, or RIA?
We Can Help
Experience that speaks for itself.
Our team at Michael Coglianese CPA, P.C. includes former regulators and Big Four professionals who are often asked to speak on industry panels. We understand both the technical and practical sides of the alternative investment industry, which allows us to meet the highest professional standards while maintaining the accessibility and attention of a boutique firm.
Our client relationships are built on our reliability, care, and deep industry knowledge. Every engagement is handled by seasoned professionals who communicate clearly and deliver on time. That’s how we serve you, so you can focus on your core business.
Serving Clients Across Five Continents
Wen Newman
How We Can Serve You
Accounting
Here for you, for any question, at an affordable price.
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Audits & Assurance
Big Four caliber audits.
Always delivered on time.
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NFA Regulatory Compliance & Consulting
Expert advice to help you navigate every detail.
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Tax Preparation
Seasoned professionals optimizing your tax position.
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Our Clients
Our clients in the alternative investment industry range from start-ups to established firms, turning to us for our deep expertise and reliable service. We understand the regulations, reporting standards, and expectations unique to each sector, and we always deliver on time.
Futures Industry
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- Commodity pool operators & futures funds
- Commodity trading advisors
- Introducing broker, swaps & forex
- Future commission merchants
Hedge Fund & Securities Industries
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- Broker Dealers
- Hedge Funds
- Registered Investment Advisors – Custody
Cryptocurrency Industry
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- Cryptocurrency funds
- Cryptocurrency traders
- Cryptocurrency miners
Not-For-Profit
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- Charities
- Associations
- Religious organizations
Industry News
From Fear to Fund Launch: Addressing Hedge Fund Founders’ Top Compliance Anxieties
Surround yourself with people who’ve walked other founders through this exact fund launch process. And if you want a CPA team that’s been in the trenches, Michael Coglianese, CPA, is a good place to start.
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How to Prepare for NFA Audit: Documentation and Best Practices
An NFA exam doesn’t have to derail your quarter. Firms that treat compliance as an ongoing discipline rather than a pre-audit fire drill tend to breeze through these reviews.
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Choosing Between Delaware and Cayman: Entity Formation Fundamentals for New Funds
Emerging managers launching hedge, private equity, or real estate funds typically have two choices with entity formation: Delaware or the Cayman Islands. Your decision shapes tax obligations, regulatory requirements, investor perception, and operational costs.
’Tis the Season for Leverage, Loopholes, and Loaded Questions
Crypto is inching closer to the mainstream — the CFTC just greenlit Bitcoin, Ethereum, and USDC as margin collateral, while the IRS is finally closing a long-popular reporting loophole.
Wen Futures Capital Management’s Journey with Michael Coglianese CPA, P.C.
Wen Newman brought talent, grit, and vision to the table. Michael Coglianese CPA, P.C. brought three decades of industry-specific accounting expertise and a client-first approach.
November to Remember: Shutdowns, Showdowns, and Tokenized Takedowns
We were reminded in November that disruption is the only constant — whether it’s another government shutdown looming, traditional finance embracing blockchain, or legendary investors like Michael Burry once again sounding the alarm.
Partner with a team you can count on, year after year.
We’re here to serve you as your partner. To get started, fill out this form, and we’ll be in touch with you soon.
Lincolnshire Office
Michael Coglianese CPA, P.C.
300 Tri State International
Suite 180
Lincolnshire, Il. 60069
630.351.4005
info@cogcpa.com