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

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.

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.

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.

The Marcum services team is driven by this set of core values to achieve a positive client experience.

• Professionalism
• Integrity
• Teamwork
• Technical Expertise
• Responsiveness and Accessibility
• Entrepreneurial Mindset
• Industry Specialization
• Community Service

• Hedge Funds Care - an international charity, supported largely by the alternative investment industry
• 100 Women in Hedge Funds - a global non-profit organization providing alternative investment management investors and professionals with educational, professional leverage and philanthropic initiatives
• Managed Funds Association - an advocacy, education, and communications organization
• State Society of CPA’s Committees on Alternative Investments
• TAAAPs - The Alliance of Alternative Asset Professionals (TAAAPs) - a non-profit organization founded to provide education and up-to-date market information to professionals in the alternative investment industry

As Marcum’s national practice continues to grow, so do our international capabilities. We offer a full range of assurance, tax and advisory services to clients operating businesses offshore as well as those headquartered abroad who seek financing in the U.S. markets. Our professionals bring the Marcum standard of best-in-class service and expertise to the international arena.