Asset Management & Alternative Investment Companies

Focused Foresight

Financial professionals face constant regulatory pressure, and that isn’t likely to change. To succeed in your fast-paced industry, you need diligence, foresight, and a keen eye. That’s where we can help. As a trusted advisor, we’ll help you prepare for what’s coming down the line so you can focus on performance and staying a step ahead of the market. From tax and filing to proper financial reporting and new opportunities for efficiency and cost savings, we offer professional, relationship-driven services for registered investment advisors, asset management companies, and a wide range of private alternative investment funds.

Our team has the industry knowledge to offer your organization a full spectrum of services to satisfy your needs. You can count on solutions that go beyond basic compliance while integrating a full range of professional assurance, tax, and consulting services.

Who We Serve

COVID-19 Implications

During this unparalleled time, we’re closely monitoring circumstances so we can provide up-to-date guidance and support to help you combat uncertainty. You can also visit our dedicated web page detailing additional COVID-19 implications for you and your business.

Please reach out to your Moss Adams professional with any questions you might have, or you can also ask questions here.

Insights


Article
Explore tips for how valuations of private equity and ventured-backed companies should factor in the current COVID-19 disruption.

Article
Gain insight into key cryptocurrency FAQs, the taxability of these funds when transferred via hard forks or airdrops, and more.

Webcast
In this on-demand webcast, we review the current state of the Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA). We cover steps of the reporting process, address common reporting issues, and discuss requirements for meeting Automatic Exchange of Information (AEOI) reporting requirements.

Article
The venture capital landscape is constantly changing. Learn about current transaction trends, exit and investment strategies, and more.

Report
The US venture ecosystem is flush with capital. Institutional investors’ allocations to alternative investments have grown in the past decade and fundraising has consistently posted strong figures for years. This expansion and inflation has exerted ripple effects across the entire venture cycle, particularly at the early stage. Learn what those effects have been and how the venture investment cycle has adapted and evolved in our report.

Article
New partnership audit rules are now in effect for partnership years beginning on or after January 1, 2018. The new partnership audit rules are complex and require careful decisions to be made by the partners, so it’s important to understand them along with their potential impact on your organization.

National Practice Leader