Marcum LLP
Industries

Alternative Investments - Emerging Manager Program

Watch and Money
 

Marcum’s tailored suite of services for the new fund manager.

You're starting a new fund. Let us help you.

Your hard work and determination have brought you this far. A successful fund manager needs to cover all the bases. Your time is valuable; spend it doing what you do best - managing assets and securing investors. Let Marcum help you with the rest.

Choosing the right professionals for your team can make the difference between being a winner and just being in the game. When you choose Marcum's Alternative Investment Group, you can count on us to tailor a suite of services to fit your fund's structure and proactively handle compliance requirements.

Marcum’s Alternative Investment Group has an in-depth knowledge of investment partnerships. We specialize in domestic and offshore:

  • Hedge funds.
  • Private equity funds.
  • Funds of funds.
  • Real estate investment funds.
  • PIPE funds
  • Life settlement funds.
  • ABL funds.
 

We also service investment advisors, management companies, general partners and their principals. We are experts in auditing, financial reporting, accounting services, tax planning, tax return preparation, and consulting.

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Contact one of Marcum's regional representatives.

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Related Services:      Alternative Investments   |   Project Services   |   Emerging Manager Program

Why Choose Marcum?

As a new fund manager, you face a massive challenge to remain compliant with complex partnership and securities tax issues, financial reporting requirements, and partnership agreements. With increased regulation and compliance rules, Marcum's Alternative Investment Group works for you by proactively staying on the cutting edge of relevant policies, practices, and procedures.

Marcum’s highly-respected team of professionals will help you meet the challenges of starting or managing your fund. Consider who'll be working hard to help you realize your success:

  • Thought leaders who are recognized experts in the industry.
  • Technical experts in the area of fund reporting and taxation who ensure that you are compliant with the complex terms of fund documents and IRS requirements.
  • Professionals committed to delivering the highest level of personal service.
  • A team whose responsiveness and accessibility is unmatched by our competitors.
Why Choose Marcum?

Newsletter

Private Investment Forum

Published by Marcum LLP's Alternative Investment Group

  READ THE LATEST EDITION
 
 

Our Expertise

With our bench strength of knowledgeable professionals dedicated exclusively to the Alternative Investment Group, we've established a reputation as an industry leader. Our experience with myriad complex investments has allowed us to carve out a niche practice area in hedge funds and private investment partnerships. We individually tailor a wide range of services to meet each of our client's needs.

We understand that the risks, hard work, and costs of startups are daunting, and we're sensitive to your concerns. That's why, at Marcum, we're committed to working with you to achieve an affordable solution.

 

Services for Emerging Managers

Assurance

  • Certified audits, reviews and compilations of financial statements.
  • Verification of performance results.
  • Analysis of and advise on regulatory issues.
  • Assessments of internal controls.
  • SSAE 16 reports – Types 1 and 2.
  • Surprise funds and securities counts.
  • Engagements for agreed upon procedures.

Tax

  • Preparation of fund, management company, general partner and principals tax returns and K-1s.
  • Innovative tax planning.
  • Structuring entities.
  • Partner tax allocations.
  • FIN 48 analysis.
  • Tax and retirement planning for business and principals.

Consulting

  • Fund formation and structuring, including evaluations of and recommendations for attorneys, prime brokers, fund administrators and other industry service providers.
  • Fund document review.
  • Regulatory registration, including offshore jurisdictions.
  • Industry best practices.
  • Compensation and ownership planning for the firm and the management team.

Additional Services

  • Family Wealth Services.
  • Valuations.
  • Litigation Support.
  • Broker/Dealer and Investment Advisor Registration.
  • Financial Operations and Compliance.
Emerging Managers Brochure

Emerging Managers Brochure

DOWNLOAD
 
 

Contacts

Select the region to view contacts.

Beth M. Wiener, Alternative Investment Group Leader, Assurance
Practice Leader
Alternative Investment Group Leader
Assurance
New York, NY
NY

Edward  Bechold, Partner, Assurance
Partner
Assurance
New York, NY
NY

Keith  Blitzer, Partner, Alternative Investments, Tax & Business
Partner
Alternative Investments
Tax & Business
Melville, NY
NY

Shaun  Blogg, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
West Palm Beach, FL
FL

Maury  Cartine, Partner-in-Charge, Tax Services -  New York, Tax & Business
Partner-in-Charge
Tax Services - New York
Tax & Business
New York, NY
NY

Christina  Catalina, Partner, Alternative Investments, Assurance
Partner
Alternative Investments
Assurance
Melville, NY
NY

 
Douglas  Farrington, Partner, Tax & Business
Partner
Tax & Business
Boston, MA
MA

Adam  Firestein, Partner, Assurance
Partner
Assurance
Fort Lauderdale, FL
FL

John  Gabriel, Partner, Assurance
Partner
Assurance
West Palm Beach, FL
FL

Colleen  McHugh, Partner, Alternative Investments, Tax & Business
Partner
Alternative Investments
Tax & Business
New York, NY
NY

Gary  Mills, Partner, Assurance
Partner
Assurance
Deerfield, IL
IL

Lawrence P. Montgomery, Partner, Assurance
Partner
Assurance
Philadelphia, PA
PA

 
Marni  Pankin, Partner, Alternative Investments, Assurance
Partner
Alternative Investments
Assurance
Melville, NY
NY

Steve  Rapattoni, Partner, Assurance
Partner
Assurance
Irvine, CA
CA

Dennis J. Schall, Partner, Alternative Investments, Assurance
Partner
Alternative Investments
Assurance
New York, NY
NY

Michael  Silvia, Partner, Assurance
Partner
Assurance
Boston, MA
MA

Jeffrey D. Zudeck, Regional Managing Partner, Assurance
Regional Managing Partner
Assurance
Philadelphia, PA
PA

 
 
 
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