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.
Expanding Our Reach Into Europe
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.
Marcum LLP Named Best Accounting Firm for Hedge Fund Client Service
Marcum LLP was named best accounting firm for client service at HFMWeek's U.S. Hedge Fund Services Awards 2017. The award was accepted by Beth Wiener, leader of Marcum's Alternative Investment Group, at the awards luncheon in New York City on October 19.
Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation
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.
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
November 06, 2017
As Seen In
U.S. News & World Report featured Brandon Blitzer, a tax manager in the Firm's Alternative Investment Group, in an article about how the wash-sale rule can trip up investors.
Year-end investing moves can pay off nicely at tax time the next spring, but can also trip you up. Take the wash-sale rule. Running afoul ....
October 25, 2017
Press Release
Marcum LLP Named Best Accounting Firm for Hedge Fund Client Service
Marcum LLP was named best accounting firm for client service at HFMWeek’s U.S. Hedge Fund Services Awards 2017. The award was accepted by Beth Wiener, ....
September 11, 2017
Press Release
Marcum LLP Announces 2017 Marcum Alternative Investment Manager Forum November 1
The 2017 Marcum Alternative Investment Manager Forum will take place November 1 at the Convene Conference Center in New York City. The event is presented ....
March 10, 2017
As Seen In
Bloomberg News quoted Assurance Partner Arthur Brown in an article about the investment returns of former hedge fund manager Jeff Vinik's family philanthropy.
Jeff Vinik's investing skills have faded from view since he unwound his hedge fund in 2013, but they are still getting lots of use.
December 01, 2016
As Seen In
Hedge magazine profiled Beth Wiener, partner-in-charge of Marcum's Alternative Industry Group, in the December issue.
My path to becoming national practice leader for Marcum's Alternative Investment Group really started with the birth of my twin girls. In 1995, I was ....
October 10, 2016
As Seen In
Inside Public Accounting reported on Marcum's first European office, located in Dublin, Ireland.
New York-based Marcum has opened its first office in Europe. Located in Dublin, Marcum RBK (Ireland) Limited is a joint venture with Russell Brennan Keane ....
October 06, 2016
As Seen In
Hedgeweek announced the opening of Marcum RBK (Ireland), Marcum's new European service center for hedge fund and private equity fund clients.
Marcum has expanded its hedge fund servicing operations in Europe with the launch of Marcum RBK (Ireland) in Dublin – a joint venture with Russell Brennan ....
October 05, 2016
Press Release
Marcum LLP Opens First European Office with Launch of Marcum RBK (Ireland) Limited
Marcum LLP, a top national accounting and advisory services firm, today announced that it has opened its first office in Europe. Located in Dublin, Marcum RBK ....
September 30, 2016
Press Release
Marcum LLP Announces the Inaugural Marcum Alternative Investment Manager Forum;
The Alternative Investment Group of Marcum LLP, a top national accounting and advisory services firm, announces the inaugural Marcum Alternative Investment Manager Forum, to take ....
September 01, 2016
As Seen In
Institutional Investor's Alpha highlighted Marcum's Alternative Investment Group practice in an article about servicing hedge funds.
Competition between midsize accounting and auditing firms and the Big Four is an ongoing struggle in which critical ground can be lost or gained daily.
August 29, 2016
As Seen In
Buyouts magazine featured Alternative Investments Group leader Beth Wiener in "Need to Meet."
Beth Wiener joined Marcum LLP in 1995, a year or two before the firm took on its first private equity project. "We got in the industry ....
April 27, 2016
As Seen In
Marcum's Alternative Investments Group was singled out in HFMWeek.com's AlphaPipe/HFMWeek-Service Provider Snapshot, for the first quarter of 2016.
In the audit table Marcum performed well, moving up to eleventh in the table as it boosted its fund count by 13.5% to 59 and ....
March 22, 2016
As Seen In
Marcum's Alternative Investment Group Ranks Among the Top 5 Hedge Fund Service Providers in the Nation
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 ....
February 16, 2016
As Seen In
Alternative Investment Assurance Partner Art Brown was interviewed by the Wall Street Journal's Morning Risk Report, about the importance of properly vetting accredited investors.
Individual investors have freer access to private offerings of securities thanks to the 2012 Jumpstart Our Business Startups Act but that doesn't mean regulators are ....
Alternative Investment Group Brochure
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
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