Marcum's Alternative Investment Group is unique in its focus.
Assisting alternative investment advisors isn't just a part of what we do, it is ALL that we do. We focus our expertise on the audit, tax, and consulting needs of emerging and established fund managers. Since this is our specialty, we are superior in our expertise and nimble in our technique.
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's Alternative Investment Group stays on the cutting edge of relevant policies, practices and procedures.
In addition to our core audit and tax services, Marcum's Alternative Investment Group is able to accommodate project demands from firms that are watching their costs more closely. They appreciate the quality service that an independent accounting firm of our size is prepared to offer, while containing costs and maximizing efficiencies.
Why Choose Marcum?
- Hedge funds.
- Private equity funds.
- Venture capital funds.
- Funds of funds.
- Real estate investment funds.
- Management companies.
- General partners.
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.
With our Emerging Manager Program, we offer a suite of services for the new fund manager. We help you meet the challenges of starting or managing your fund.
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.
LEARN MOREOur Expertise
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.
Services
Assurance
- Certified audits, reviews and compilations of financial statements.
- Verification of performance results.
- Advising on regulatory issues.
- Assessments of internal controls.
- SSAE 16 reports – Types 1 and 2.
- Surprise custody examinations.
- Engagements for agreed upon procedures.
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.
Tax
- Preparation of fund, management company, general partner and principals tax returns and K-1s.
- Innovative tax planning.
- Structuring entities.
- Partner tax allocations.
- ASC 740 (a.k.a. FIN 48) analysis.
- Tax and retirement planning for business and principals.
Additional Services
- Family Wealth Services.
- Valuations and Forensic Accounting.
- Litigation Support.
- Broker-Dealer and Investment Advisor Registration.
- Financial Operations and Compliance.
Related News
Private Investment Forum - Fall 2019
Investment Expenses - What Can Fund Managers Do for Their Investors and Themselves
Investment funds incur various fund level expenses, including management fees, professional fees and other expenses necessary to operate the fund.
Private Investment Forum - Fall 2019
Final Version of AICPA's Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investments is Released
Valuations of privately held companies is an inherently subjective and complex process, which becomes ever more cumbersome as the capital structure of the portfolio company ....
Private Investment Forum - Fall 2019
Carried Interest: What it Represents and How to Value It and Why
As a type of incentive compensation, carried interest and similar profit-sharing arrangements have been around for a long time. The notion of carried interest dates ....
September 23, 2019
As Seen In
Crain’s New York Business named Partners Carolyn Mazzenga and Beth Wiener to its 2019 Notable Women in Accounting, the second year Crain’s has highlighted Marcum partners in the annual compendium.
This year’s honorees were selected based on their career accomplishments in accounting or consulting, their mentorship of others and their involvement in nonprofits and community ....
September 12, 2019
As Seen In
HFM Global published an article by Assurance Partner Marni Pankin, analyzing the risks and other considerations of launching and investing in cannabis funds.
Analysis of the risks and other considerations when launching and investing in cannabis funds.
Private Investment Forum - Summer 2019
Consolidations of Collateralized Financing Entities
Accounting guidance that requires consolidation of related investment vehicles and managed funds can cloud the transparency of the financial statements with confusing detail.
Private Investment Forum - Summer 2019
Decisions, Decisions: Partnership Audit Considerations Resulting from the Bipartisan Budget Act of 2015
As if there weren’t enough decisions to be made when filing a partnership tax return, for tax years beginning after December 31, 2017, partnerships will ....
Private Investment Forum - Summer 2019
Eight Trends Driving the Social Impact Investment Boom
The impact investing sector is the fastest growing alternative investment market today. Yet it still remains a mystery to many of the leading advisors ....
April 11, 2019
As Seen In
HFMWeek featured Assurance Partner Beth Wiener in an article about elevating women in the alternative investment industry.
March 20, 2019
As Seen In
HFMWeek quoted Assurance Partner Marni Pankin in an article about venture capital investment in cannabis and the challenges facing cannabis funds.
In the US there are 33 states that have approved medical marijuana and 10 that have approved recreational marijuana, with at least eight states, including ....
Private Investment Forum - Winter 2019
Artificial Intelligence: Key Considerations for Success
ld, investment and asset management firms are seeing increased pressure to incorporate artificial intelligence and data-driven tools into their business practices.
Private Investment Forum - Winter 2019
SEC's 2019 Exam Priorities: Focus on Investment Advisors
The SEC’s Office of Compliance Inspections and Examinations announced its 2019 examination priorities on December 20, 2018. In the past, OCIE has released its exam ....
Private Investment Forum - Winter 2019
Tax Cuts and Jobs Act Takes Aim at Carried Interest
Now more than ever before, hedge fund and private equity managers operate under significant pressure and challenges.
Private Investment Forum - Fall 2018
Challenges in the Valuation of Hedge Funds: Part I
It would not come as a surprise to our readers that most, if not all, hedge fund managers consider themselves better-than-average spotters of value and ....
Alternative Investment Group Brochure
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