Alternative Investment Group
Remaining compliant with complex partnership and securities tax issues, financial reporting requirements and partnership agreements presents a massive challenge for managers of hedge funds and investment partnerships.
In the context of increased regulation and compliance rules, Marcum LLP's Alternative Investment Group stays 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. Our thought leaders are recognized experts, frequent speakers at industry conferences, and often quoted in trade publications. Our technical expertise in the area of fund reporting ensures that our clients are compliant with the unique and complex terms of their fund documents. At the same time, 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 has an in-depth knowledge of hard to value investments. We specialize in domestic and offshore hedge funds, private equity funds, funds of funds, PIPE hedge funds, life settlement funds, ABL funds, and other related financial service entities. We also service management companies, general partners and their principals. Our expertise includes auditing, financial reporting, accounting services, tax planning, tax return preparation, and consulting.
On the cutting edge
Marcum's Alternative Investment Group has established itself as an industry leader.
- We have established a niche practice area in hedge funds and private investment partnerships.
- We possess a knowledge of and have specific experience with myriad complex investments
- We offer a wide range of services that are individually tailored to meet each of our clients' needs
- We have more than 50 professionals with diversified backgrounds, including several partners, who are dedicated exclusively to the Alternative Investment Group
- We are committed to fostering successful business relationships by offering clients superior personal service
Our Core Values
As part of the Marcum services team, each of our professionals is committed to excellence in client service. We are driven by a set of core values to ensure a positive client experience. These are:
- Responsiveness and Accessibility
- Professionalism
- Teamwork
- Integrity
- Entrepreneurship
- Technical Expertise
- Industry Specialization
- Community Service
Assurance
- Certified audits, reviews, and compilations of financial statements Assessments of internal controls
- Verification of performance results
- Consulting on registration compliance
- Advising on regulatory issues
- Engagements for agreed upon procedures
Tax
- Advising on innovative tax planning and trading strategies
- Portfolio tax accounting
- Preparation of fund and management company tax returns and K-1s
- Estate and tax planning and tax return preparation for principals
Fund Formation
- Evaluating and recommending prime brokers, lawyers, and other industry service providers
- Reviewing of offering documents and fund agreements with advice on industry best practices
- Evaluating and recommending offshore jurisdictions
- Compensation and ownership planning for the management team
- Structuring with a view to integrate manager estate and financial planning goals with fund management company structure
- Assisting with back office operations, including payroll and employee benefits
Valuations
- Independent valuation of investment portfolio
- Consultation on valuation policies
- Buy/Sell Agreements
- Transfers/Sales of Business
- Estate & Gift Tax Matters
- Succession Planning
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