Hedge Fund Services

With decades of experience auditing funds, Kaufman, Rossin & Co.'s Hedge Fund team provides unmatched service and technical expertise for your fund and your clients. Our team is led by Greg Levy, a nationally recognized authority on private investment funds.

Hedge Fund Audit

We perform the annual audit of financial statements, performance attestations including GIPS® compliant reporting and other regulatory reporting for clients, in accordance with auditing standards generally accepted in the United States or International accounting standards. In addition, we will perform audits of the individual statements of changes in partners' capital for United States domiciled funds.

Tax Services

Annually, Kaufman, Rossin & Co. will perform the following for private investment fund clients:

• Partner allocations,
• Preparation of federal and state tax returns, including K-1 reporting,
• Preparation of federal and state tax returns for the general partner and investment advisor, and
• On-going advice on specific tax issues.

For funds we do not audit, our affiliate Kaufman Rossin Fund Services (KRFS) provides a complete array of Fund Accounting and Administration Services. Click here to learn more about KRFS.

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