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Alternative Investments


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Marcum's Alternative Investment Group is unique in its focus.

Assisting alternative investment advisors isn't just a part of what we do, it is ALL that we do. We focus our expertise on the audit, tax, and consulting needs of emerging and established fund managers. Since this is our specialty, we are superior in our expertise and nimble in our technique.

Marcum's highly-respected team of professionals can help you meet the challenges of starting or managing your fund. Our thought leaders are recognized experts, frequent speakers at industry conferences and often quoted in trade publications. In today's environment of increased regulation and changing rules, Marcum's Alternative Investment Group stays on the cutting edge of relevant policies, practices and procedures.

In addition to our core audit and tax services, Marcum's Alternative Investment Group is able to accommodate project demands from firms that are watching their costs more closely. They appreciate the quality service that an independent accounting firm of our size is prepared to offer, while containing costs and maximizing efficiencies.

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Contact one of Marcum's regional representatives.

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Related Services:      Alternative Investments   |   Project Services   |   Emerging Manager Program
Expanding Our Reach Into Europe

In October 2016, Marcum announced the opening of Marcum RBK (Ireland) Limited, allowing us to better serve our hedge fund and private equity clients nationally and on a global scale.

The three leading fund domiciles are the United States, Grand Cayman and Ireland. Our new service center in Dublin completes the Firm's service coverage in each of these areas. Ireland has become a global financial center due to its competitive tax structure as well as the new opportunities created by Brexit, which is enabling Ireland to step up as a key gateway to the European market. Marcum RBK (Ireland) combines Marcum's leadership as a Top 5 U.S. hedge fund service provider with Russell Brennan Keane's ("RBK's") nearly 60 years of experience as Ireland's largest independent accounting and business advisory firm.

Marcum RBK (Ireland) is perfectly positioned to assist both mature funds and managers needing to navigate the process of establishing a new fund in Ireland, including optimizing the fund's structure. We invite you to take advantage of our localized expertise to assist you in creating new business opportunities in the investment-friendly Irish market.

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Marcum RBK
Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation

The Alternative Investment Group at Marcum LLP has been ranked among the top 5 hedge fund service providers in accounting. Institutional Investor's prestigious Alpha Awards honor accounting firms that excel in five aspects of service, including client service, hedge fund expertise, regulatory & compliance, audit and tax.

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HFM Week's US Hedge Fund Services Awards

HFM Week's US Hedge Fund Services Awards recognize and reward those hedge fund service providers that have demonstrated exceptional customer service and innovative product development over the past 12 months. Marcum's Alternative Investment Group was pleased to earn its High Commendation Award in our first year in the competition.

Why Choose Marcum?
Our expertise includes auditing, financial reporting, accounting services, tax planning, tax return preparation and consulting. We service domestic and offshore:
  • Hedge funds.
  • Private equity funds.
  • Venture capital funds.
  • Funds of funds.
  • Real estate investment funds.
  • Management companies.
  • General partners.

In addition to the more traditional long/short equity funds, Marcum's Alternative Investment Group has in-depth knowledge of complex entities with hard-to-value investments such as PIPE funds, life settlement funds, ABL funds and credit strategies.

With our Emerging Manager Program, we offer a suite of services for the new fund manager. We help you meet the challenges of starting or managing your fund.

We remain committed to offering our clients the highest level of personal service available. The responsiveness and accessibility that Marcum's team offers is unmatched by our competitors.

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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

Assurance

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

Consulting

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

Tax

  • Preparation of fund, management company, general partner and principals tax returns and K-1s.
  • Innovative tax planning.
  • Structuring entities.
  • Partner tax allocations.
  • ASC 740 (a.k.a. FIN 48) analysis.
  • Tax and retirement planning for business and principals.

Additional Services

  • Family Wealth Services.
  • Valuations and Forensic Accounting.
  • Litigation Support.
  • Broker-Dealer and Investment Advisor Registration.
  • Financial Operations and Compliance.
Technical Resources
  • Domestic Hedge Fund Start-Up Checklist

    DOWNLOAD
  • Private Equity Fund Start-Up Checklist

    DOWNLOAD
  • Pro Forma Financial Statement Templates

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Related Alternative Investment News


Hedge magazine profiled Beth Wiener, partner-in-charge of Marcum’s Alternative Industry Group, in the December issue.

 

My path to becoming national practice leader for Marcum's Alternative Investment Group really started with the birth of my twin girls. In 1995, I was ....


Inside Public Accounting reported on Marcum’s first European office, located in Dublin, Ireland.

 

New York-based Marcum has opened its first office in Europe. Located in Dublin, Marcum RBK (Ireland) Limited is a joint venture with Russell Brennan Keane ....


Hedgeweek announced the opening of Marcum RBK (Ireland), Marcum’s new European service center for hedge fund and private equity fund clients.

 

Marcum has expanded its hedge fund servicing operations in Europe with the launch of Marcum RBK (Ireland) in Dublin – a joint venture with Russell Brennan ....


Marcum LLP Opens First European Office with Launch of Marcum RBK (Ireland) Limited

 

Marcum LLP, a top national accounting and advisory services firm, today announced that it has opened its first office in Europe. Located in Dublin, Marcum RBK ....


Marcum LLP Announces the Inaugural Marcum Alternative Investment Manager Forum;

 

The Alternative Investment Group of Marcum LLP, a top national accounting and advisory services firm, announces the inaugural Marcum Alternative Investment Manager Forum, to take ....


Buyouts magazine featured Alternative Investments Group leader Beth Wiener in "Need to Meet."

 

Beth Wiener joined Marcum LLP in 1995, a year or two before the firm took on its first private equity project. "We got in the industry ....


Marcum's Alternative Investments Group was singled out in HFMWeek.com's AlphaPipe/HFMWeek-Service Provider Snapshot, for the first quarter of 2016.

 

In the audit table Marcum performed well, moving up to eleventh in the table as it boosted its fund count by 13.5% to 59 and ....


Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation

 

The Alternative Investment Group at Marcum LLP has been ranked among the top 5 hedge fund service providers in accounting. Institutional Investor's prestigious Alpha Awards honor ....


Alternative Investment Assurance Partner Art Brown was interviewed by the Wall Street Journal's Morning Risk Report, about the importance of properly vetting accredited investors.

 

Individual investors have freer access to private offerings of securities thanks to the 2012 Jumpstart Our Business Startups Act but that doesn't mean regulators are ....

Alternative Investment Group Brochure

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Contacts

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Beth Wiener

Partner-in-Charge
Alternative Investments
Assurance
New York, NY
 
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