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Hedge Funds

With experience handling more than 1,500 investment funds (including hedge funds, fund of funds, commodity pools, and private equity funds), we specialize in addressing the complex operational, financial reporting and compliance issues facing the industry. Some of the services we provide include financial statement audit, tax structuring and risk management.

Most Popular Insights

RSM Hedge Fund Insights 2016

INSIGHT ARTICLE

RSM Hedge Fund Insights 2016

RSM’s new report offers insights on nine key issues confronting hedge funds, including cybersecurity, investor relations, taxes and more.

  • November 14, 2016
AIMA survey studies alignment between hedge fund managers, investors

INSIGHT ARTICLE

AIMA survey studies alignment between hedge fund managers, investors

In Concert studies the benefits of aligned relationships between hedge fund managers and their investors.

  • October 03, 2016
5 trends to watch in hedge fund investor relations

VIDEO

5 trends to watch in hedge fund investor relations

There is a growing demand for transparency that is having a fundamental impact on the client-service role for hedge fund managers.

  • John Hague
  • |
  • August 04, 2016

INSIGHT ARTICLE

What private equity firms should know about GIPS

Learn the steps private equity firms need to take to gain the advantages offered by GIPS compliance.

  • Antonella Puca, /content/mcgladrey/en_US/about/profiles/kathleen-abreu
  • |
  • July 06, 2016

INSIGHT ARTICLE

New Partnership Audit Rules Pose Issues for Investment Funds

Fundamental changes to the partnership audit process enacted by the Bipartisan Budget Act of 2015 (BBA).

  • Don Susswein, Tom Lenz
  • |
  • February 11, 2016

ARTICLE

Fund managers must exercise care in applying proposed fee waiver regulations

This article from the Journal of Passthrough Entities explains recently proposed IRS regulations intended to limit the extent to which partnerships may compensate service providers, including fund managers.

  • Tom Lenz, Don Susswein
  • |
  • December 02, 2015

INVESTMENT INDUSTRY INSIGHTS

Tax concerns and issues for a hedge fund manager's agenda

Read the discussion from our financial services industry tax update roundtable regarding issues that should head every hedge fund manager’s agenda.

  • Richard Nichols, Moshe Metzger
  • |
  • July 23, 2015

INVESTMENT INDUSTRY INSIGHTS

Pressures facing alternative investment fund managers

Some would think fund raising would be easy in the current environment, but it’s not necessarily the case.

  • July 23, 2015

INSIGHT ARTICLE

The reality of the threat facing hedge funds through cyber attack

Cyber-crime is a very real and dangerous risk in today’s business world and the financial services community is a prime target.

  • Alan Alzfan, Daimon Geopfert
  • |
  • June 29, 2015
What hedge funds need to know about cybersecurity today

VIDEO

What hedge funds need to know about cybersecurity today

Cyberattacks present regulatory, legal and reputational risks for hedge funds. This short video offers key insights into this growing threat.

  • December 19, 2014

WHITE PAPER

Liquid alternative funds

Liquid alternative funds (liquid alts) are an emerging trend in the marketplace. This article is a must-read for managers considering this strategy.

  • Joe Palombo, Sarah Shaw
  • |
  • June 19, 2014

INVESTMENT INDUSTRY INSIGHTS

Cap intro and asset-gathering executives prescribe best practices

A recent discussion featuring an allocator, analyst, marketer and cap intro executive offers candid perspectives from the cap intro world.

  • June 16, 2014

INSIGHT ARTICLE

FBI shares the inside story on insider trading

FBI Supervisory Special Agent David Chaves shares his experience investigating securities fraud during the FBI’s investigation into insider trading.

  • May 15, 2014

ARTICLE

Assessing how Chicago’s hedge fund sector performed over the past year

Chicago hedge fund managers overall did well in the past year, riding the market surge and excelling at stock picking, despite heavier regulation.

  • April 09, 2014

INSIGHT ARTICLE

2010 RSM and Greenwich Associates Hedge Fund Industry Survey Report

Survey details funds challenges and best practices to help meet the risk management, reporting and transparency demands associated with institutional investors.

  • Alan Alzfan
  • |
  • November 16, 2010

INSIGHT ARTICLE

How private equity fund managers can cash in on tax benefits

This article highlights the benefits and planning opportunities a fund manager and its investors can receive from Code Section 1202.

  • Tom Lenz, Joseph Bergthold

INSIGHT ARTICLE

Net investment income tax

This article will explore how the net investment income tax may apply to private equity funds and how to help minimize the tax.

  • Tom Lenz

INSIGHT ARTICLE

Partners as employees: Really?

This article examines the IRS position on partners as employees and suggests new ways to think about the issues.

  • Tom Lenz, Don Susswein

Private Equity Firms

With our vast experience in the privately-held middle market, we assist funds with start-up issues, valuations and FAS 157, management fees and financial reporting. We serve a variety of funds including:

Tax Services

We understand the complex tax events facing hedge funds/alternative investments that could affect your after-tax return. From the initial fund setup to final investor distributions, we work with funds to make sure that the best strategies and structures are in place. We also analyze the many tax consequences of transactions, including purchase price allocations and distributions from liquidity events.

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or



Investment Industry Insights

The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.

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Contact

Alan Alzfan
Hedge Fund Practice Leader

212.372.1380