Our audit and accounting teams work with hedge funds, CPOs, CTAs, crypto funds, and not-for-profits, so the tax conversation doesn’t…

September is barely even halfway finished, and there’s already plenty to deal with.

Delaware versus Cayman gets decided backward more than any other question in fund formation.

Rule 17a-5 asks for three things: quarterly filings, an annual report package, and an accountant qualified to sign it.

You need enough capital to launch the fund, then enough runway to operate while you raise assets and build a…

The NFA and CFTC don’t mess around, and neither do we.

It comes down to five steps, worked in order, with the fee dead last on purpose.

Your first certified annual report is due 60 days after fiscal year end. What the audit covers, who is permitted…

Registered prediction market operators report zero futures segregation and their entire customer balance as cleared swaps. Why that is, and…

We’ll map the audits, deadlines, and dependencies before the next vehicle becomes next spring’s surprise.

A clean audit opinion is the independent auditor’s written conclusion that a fund’s financial statements are presented fairly, in all…

Your approval date started the clock. Contact us to put the wheels in motion now to start preparing.