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Alternative Investment Group


Contacts
New York City, NY
212.485.5520
Contacts
Los Angeles, CA
310.432.7424
Irvine, CA
949.236.5618
Irvine, CA
949.236.5670
San Francisco, CA
949.236.5622
Contacts
West Palm Beach, FL
561.653.7330
Miami, FL
954.320.8025
West Palm Beach, FL
561.653.7310
Contacts
Boston, MA
617.807.5150
Boston, MA
617.807.5060
Contacts
Melville, NY
631.414.4520
Melville, NY
631.414.4414
New York City, NY
212.485.5760
New York City, NY
212.485.5774
Melville, NY
631.414.4256
New York City, NY
212.485.5510
Contacts
Philadelphia, PA
484.270.2600

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.

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.

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.
  • 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.

In addition, 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.


Technical Resources

Hedge Fund Start-Up Checklist
Private Equity Fund Start-Up Checklist
Pro Forma Financial Statement Templates

Filing Deadlines


View Deadline Information


Private Investment Forum:
Winter 2016
The Impact of Revised Consolidation Guidance on Asset Managers
The Impact of Revised Consolidation Guidance on Asset Managers

Determining whether or not an asset manager is required to consolidate its managed funds has long been an industry issue.

Are You Leaving Money on the Table?
Are You Leaving Money on the Table?

Innovation is critical to the growth of the U.S. economy, and to encourage innovation the Research & Development Credit ("R&D") was introduced by the Internal Revenue Service in 1981.

BVI Competing in the Global Funds Market with the Introduction of Innovative New Fund Products
BVI Competing in the Global Funds Market with the Introduction of Innovative New Fund Products

The British Virgin Islands, in continuing to distinguish itself as a premier offshore financial services jurisdiction, launched two new fund products on June 1, 2015, to complement its very popular existing funds offering with the bold intention of remaining on the cutting edge of the financial services market.

BVI Competing in the Global Funds Market with the Introduction of Innovative New Fund Products
Valuing "Harder-to-Value" Investments

It has been nine years since FAS 157, Fair Value Measurements (now ASC 820), was introduced to the investment community, yet some private equity firms still grapple with the concept of "marking to market" and valuing their private investments at fair value for financial reporting.

 

 

 
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