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


Annual Venture Capital & Private Equity Conference

Join guest speakers and industry professionals at our annual Venture Capital and Private Equity Conference to learn how audit, tax, and legal trends may be affecting your funds and portfolio.

National Practice Leader