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.
In October 2016, Marcum announced the opening of Marcum RBK (Ireland) Limited, allowing us to better serve our hedge fund and private equity clients nationally and on a global scale.
The three leading fund domiciles are the United States, Grand Cayman and Ireland. Our new service center in Dublin completes the Firm's service coverage in each of these areas. Ireland has become a global financial center due to its competitive tax structure as well as the new opportunities created by Brexit, which is enabling Ireland to step up as a key gateway to the European market. Marcum RBK (Ireland) combines Marcum's leadership as a Top 5 U.S. hedge fund service provider with Russell Brennan Keane's ("RBK's") nearly 60 years of experience as Ireland's largest independent accounting and business advisory firm.
Marcum RBK (Ireland) is perfectly positioned to assist both mature funds and managers needing to navigate the process of establishing a new fund in Ireland, including optimizing the fund's structure. We invite you to take advantage of our localized expertise to assist you in creating new business opportunities in the investment-friendly Irish market.
The Alternative Investment Group at Marcum LLP has been ranked among the top 5 hedge fund service providers in accounting. Institutional Investor's prestigious Alpha Awards honor accounting firms that excel in five aspects of service, including client service, hedge fund expertise, regulatory & compliance, audit and tax.
HFM Week's US Hedge Fund Services Awards recognize and reward those hedge fund service providers that have demonstrated exceptional customer service and innovative product development over the past 12 months. Marcum's Alternative Investment Group was pleased to earn its High Commendation Award in our first year in the competition.
- 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 MOREWith 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.
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.
Alternative Investment Group Brochure
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