• Audit and Tax Services for Financial Services Firms

    Clients include investment partnerships, venture capital funds, registered broker- dealers, investment advisors, regulated investment companies, insurance companies, and more.
    Experience and expertise in the intricacies of the regulatory and tax environment, the valuation of complex financial instruments and the challenges of maintaining strong accounting and investment controls
    Our Financial Services Group serves approximately 1200 hedge funds, 150 private equity and venture capital fund families with more than 1000 entities and 100 broker-dealers.

    EisnerAmper's Financial Services provides audit, tax, advisory and compliance services with specialties in:

    Hedge Funds
    Private Equity
    Broker-Dealers 
    Banking and Insurance

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Financial Services

  • Alpha Awards

    Select Articles on Issues and Strategies Concerning Hedge Funds, Private Equity, and Venture Capital
     
    Financial services firms operate in complex, heavily regulated, and rapidly evolving environments. To help you meet challenges and take advantage of opportunities, EisnerAmper has led the way in establishing and building a highly trained and dedicated Financial Services Industry Group.

    We have over 100 professionals on our financial services team, including 40 partners. With extensive experience in the intricacies of the regulatory and tax environment, the valuation of complex financial instruments and the challenges of maintaining strong accounting and investment controls, our team has a comprehensive, multi-disciplinary understanding of the problems you face on a daily basis as well as the ability to provide practical solutions.

    Our expertise in financial services and our commitment to unparalleled service may best be understood by looking at the types of clients we serve, which include hedge funds, private equity funds, venture capital funds, leveraged buyout funds, registered broker-dealers, investment advisors, regulated investment companies, commercial and consumer lenders, mortgage bankers, and insurance companies.

    We provide services to both emerging and established entities, including over 120 funds with more than $1Billion assets under management.

    Overall, our clients include more than:

    • 1200 hedge funds
    • 150 private equity and venture capital fund families with more than 1,000 entities
    • 100 broker-dealers
    • 100 insurance entities
    • 50 other financial services companies

    Fund Offsetting Net
    The International Accounting Standards Board and the Financial Accounting Standards Board are soldiering on in joint deliberations in an effort to clarify actions required when there is netting on the balance sheet or when there is the ability to net under an enforceable master netting arrangement or similar agreement. READ MORE

    Fund Investment Entity  
    A summary comparison of convergence between International Financial Reporting Standards and US Generally Accepted Accounting Principles as they relate to an investment entity/company. READ MORE

EisnerAmper is an independent member of PKF North America.
PKF North America is an independent member of PKF International.