Marcum's tailored suite of services for the new fund manager.
Your hard work and determination have brought you this far. A successful fund manager needs to cover all the bases. Your time is valuable; spend it doing what you do best – managing assets and securing investors. Let Marcum help you with the rest.
Choosing the right professionals for your team can make the difference between being a winner and just being in the game. When you choose Marcum’s Alternative Investment Group, you can count on us to tailor a suite of services to fit your fund’s structure and proactively handle compliance requirements.
Marcum’s Alternative Investment Group has an in-depth knowledge of investment partnerships. We specialize in domestic and offshore:
Private equity funds
Funds of funds
Real estate investment funds
Life settlement funds
We also service investment advisors, management companies, general partners and their principals. We are experts in auditing, financial reporting, accounting
services, tax planning, tax return preparation, and consulting.
As a new fund manager, you face a massive challenge to remain compliant with complex partnership and securities tax issues, financial reporting requirements, and partnership agreements. With increased regulation and compliance rules, Marcum’s Alternative Investment Group works for you by proactively staying 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. Consider who’ll be working hard to help you realize your success:
Thought leaders who are recognized experts in the industry.
Technical experts in the area of fund reporting and taxation who ensure that you are compliant with the complex terms of fund documents and IRS requirements.
Professionals committed to delivering the highest level of personal service.
A team whose responsiveness and accessibility is unmatched by our competitors.
An Industry Leader Who Understands
With our bench strength of knowledgeable professionals dedicated exclusively to the Alternative Investment Group, we’ve established a reputation as an industry leader. Our experience with myriad complex investments has allowed us to carve out a niche practice area in hedge funds and private investment partnerships. We individually tailor a wide range of services to meet
each of our client’s needs.
We understand that the risks, hard work, and costs of startups are daunting, and we’re sensitive to your concerns. That’s why, at Marcum, we’re committed to
working with you to achieve an affordable solution.
Our Commitment to Excellence
The Marcum services team is driven by this set of core values to achieve a positive client experience.
Responsiveness and Accessibility
Our Hedge Fund Community
Hedge Funds Care - an international charity, supported largely by the alternative investment industry
100 Women in Hedge Funds - a global non-profit organization providing alternative investment management investors and professionals with educational, professional leverage and philanthropic initiatives
Managed Funds Association - an advocacy, education, and communications organization
State Society of CPA’s Committees on Alternative Investments
TAAAPs - The Alliance of Alternative Asset Professionals (TAAAPs) - a non-profit organization founded to provide education and up-to-date market information to professionals in the alternative investment industry
Our Global Resources
As Marcum’s national practice continues to grow, so do our international capabilities. We offer a full range of assurance, tax and advisory services to clients operating businesses offshore as well as those headquartered abroad who seek financing in the U.S. markets. Our professionals bring the Marcum standard of best-in-class service and expertise to the international arena.
Services for Emerging Managers
Certified audits, reviews and compilations of financial statements
Preparation of fund, management company, general partner and principals’ tax returns and K-1s
Fund formation and structuring, including evaluations of and recommendations or attorneys, prime brokers, fund administrators and other industry service providers
Family Wealth Services
Verification of performance results
Innovative tax planning
Fund document review
Analysis of and advice on regulatory issues
Regulatory registration, including offshore jurisdictions
Assessments of internal controls
Partner tax allocations
Industry best practices
Broker/Dealer and Investment Advisor Registration
SSAE 16 Reports Types 1 and 2
FIN 48 analysis
Compensation and ownership planning for the firm and the management team
Financial Operations and Compliance
Surprise funds and securities counts
Tax and retirement planning for businesses and principals