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Alternative Investments - Project Services

Three Men Standing
 

Marcum's Alternative Investment Group is able to accommodate project demands from larger hedge funds, private equity funds, and funds of funds that are watching their costs.

They appreciate the quality service that an independent accounting firm of our size is prepared to offer while containing costs and maximizing efficiencies. Registered with the Public Company Accounting Oversight Board ("PCAOB"), Marcum has received unqualified PCAOB reports and on its peer reviews, which means that we practice according to the highest standards of our profession.

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Related Services:      Alternative Investments   |   Project Services   |   Emerging Manager Program
Scope of Services
Registered Investment Adviser Projects
  • Surprise custody examinations.
  • SSAE 16 Reports - Types 1 and 2.
  • Internal control reviews.
  • Financial statement preparation and liaison between auditor and firm.
  • Broker/Dealer and Investment Adviser registration and financial operations compliance.
Management Company Projects
  • Consultation on and review of taxable implications of event-driven transactions.
  • Tax preparation.
  • Individual tax returns for principals.
  • Family wealth services for principals, including educational tax advisory sessions.
  • CFO "project" outsourcing.
  • New regulation advisory.
  • Evaluation and re-assessment of firm "retirement" plan - potential advantages of Defined Benefit vs. 401K (Marcum Financial Services LLC).
Fund Projects
  • New fund launches and document review.
  • Consultation on structuring entities.
  • Financial operations and compliance review.
  • Verification of performance results.
  • ASC 740 (a.k.a. FIN 48) analysis for non-audit clients.
  • Consultation on foreign reporting obligations.
 

Newsletter

Private Investment Forum

Published by Marcum LLP's Alternative Investment Group

  READ THE LATEST EDITION
 
 

Contacts

Select the region to view contacts.

Beth Wiener

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