CONTACT US

Fredric Burak

, Partner

CONTACT

Fredric Burak
Partner
212.891.4043

SPECIALTIES

  • Hedge Funds
  • Funds of Funds
  • Private Equity Funds
  • Broker-Dealers
  • Investment Advisors
  • Mutual Funds

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • Financial Management Society of the Securities Industry & Financial Markets Association

Fredric Burak is a Partner in the Financial Services Group and has more than 30 years of public accounting experience. For the past 20 years, he has focused exclusively on financial services clients, such as on- and off-shore investment partnerships/companies, commodity pool operators, funds of funds, private equity funds, mutual funds, investment advisors and broker-dealers. His clients range from start-ups to multibillion dollar funds with a wide variety of trading strategies.

In addition to general accounting, audit, and financial reporting matters, Fred assists investment partnerships in structuring their limited partnership agreements and offering memoranda. He provides advisory services to broker-dealers on financial and regulatory matters, including focus reporting and compliance with Securities and Exchange Commission Net Capital Rule 15c3-1.

Fred has authored articles on hedge funds, broker-dealer reporting and financial responsibility rules. He is the co-author of “Valuation, Structuring, Fee Calculation and Other Legal and Accounting Considerations,” published in Hedge Fund Law Report.

 

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