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Alternative Investment Group


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.

Marcum's Alternative Investment Group is on the cutting edge:
  • 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
Assurance
  • Certified Audits, Reviews and Compilations of Financial Statements
  • Verification of Performance Results
  • Advising on Regulatory Issues
  • Assessments of Internal Controls
  • SAS 70 Reports – Types 1 and 2
  • Surprise Funds and Securities Counts
  • Engagements for Agreed Upon Procedures
Tax
  • Preparation of Fund, Management Company, General Partner and Principals Tax Returns and K-1s
  • Innovative Tax Planning
  • Structuring Entities
  • Partner Tax Allocations
  • FIN 48 Analysis
  • Tax and Retirement Planning for Business and Principals
Consulting
  • Fund Formation and Structuring including Evaluations of and Recommendations for Attorneys, Prime Brokers, Fund Administrators and Other Industry Service Providers
  • Fund Document Review
  • Financial Operations and Compliance Review
  • Regulatory Registration, including Offshore Jurisdictions
  • Industry Best Practices
  • Compensation and Ownership Planning for the Firm and the Management Team
Additional Services
  • Family Wealth Services
  • Valuations and Forensic Accounting
  • Litigation Support
  • Broker-Dealer and Investment Advisor Registration
  • Financial Operations and Compliance
Alternative Investment Group - Checklists
Blue Arrow Domestic Hedge Fund Start-Up Checklist
Blue Arrow Private Equity Fund Start-Up Checklist
   
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