Marcum LLP
Industries

Alternative Investments - Project Services

Watch and Money
 

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 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

Moshe  Biderman, Partner, Alternative Investments, Tax & Business
Partner
Alternative Investments
Tax & Business
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

Karen  Connair, Partner, Tax & Business
Partner
Tax & Business
Irvine, CA
CA

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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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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