Marcum LLP
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Alternative Investment Group
Contacts
Melville, NY
631.414.4230
Contacts
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
Melville, NY
631.414.4256
New York City, NY
212.485.5510
Contacts
Philadelphia, PA
484.270.2550
Marcum's Alternative Investment
Group is on the Cutting Edge:
Filing Deadlines
View Deadline Information
Private Investment Forum:
Spring 2015
More Disclosure Requirements for Investment Funds
More Disclosure Requirements for Investment Funds

Ever since the 2008 financial crisis, followed by Bernie Madoff’s multi-billion dollar Ponzi scheme that rocked the investor world, there has been a call for more transparency of investment fund financial reporting from regulators and the investment community alike.

Alert: Cayman E-Filing Has Been Revised for Funds with December 31, 2014 Year Ends Which Must be Filed By June 30, 2015
Alert: Cayman E-Filing Has Been Revised for Funds with December 31, 2014 Year Ends Which Must be Filed By June 30, 2015

All funds regulated under the Cayman Islands’ Mutual Funds Law must submit, to the Cayman Islands Monetary Authority (“CIMA”) within six months of the fund’s financial year-end (June 30 for calendar year-ends), th.021e fund’s audited financial statements and the Fund Annual Return (“FAR”).

D&O and E&O Insights for Hedge Fund Managers
D&O and E&O Insights for Hedge Fund Managers

2014 was one of the more stable years for Hedge Fund Management Liability, Directors and Officers & Professional Liability. Rates were relatively flat compared to 2013.

U.S. Companies Beware: Federal Reporting Requirements for Foreign Investment
U.S. Companies Beware: Federal Reporting Requirements for Foreign Investment

Late last year, the U.S. Commerce Department’s Bureau of Economic Analysis (“BEA”) published a final rule1 to reinstate the reporting requirements of Form BE-13, which was discontinued in 2009.

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  • Dedicated group of more than 50 professionals and partners, with diversified backgrounds, focusing exclusively on alternatives
  • Established practice in start-ups funds and long-standing investment entities
  • Experienced knowledge base of myriad complex strategies
  • Individually tailored services to meet each of our clients' needs
  • Committed to encouraging successful business relationships by offering clients superior personal service
Technical Resources
Blue Arrow Domestic Hedge Fund Start-Up Checklist
Blue Arrow Private Equity Fund Start-Up Checklist
Blue Arrow Pro Forma Financial Statement Templates
   
Overview

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 LLP'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 and real estate investment funds. 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. We also provide services to management companies, general partners and their principals.

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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