Investment Fund Support
Our tax professionals service investment funds that have diverse investment strategies including: private equity investing; futures and options trading; and hedge transactions. We assist investment funds through every stage of the fund’s life cycle from the initial fund raise through portfolio harvesting. Today we serve dozens of clients with commitments ranging from $2 million to over $5 billion, including some of the most intricate investment partnerships ever devised.
Our expertise encompasses:
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complex allocations |
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capital calls and distributions |
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capital account reconciliations and maintenance |
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carried interest calculations |
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basis calculations |
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tax compliance (including K-1s) |
As you would expect, our team is equipped to meet the needs of both general partners and fund managers. We're knowledgeable in working with private equity entities including venture, buyout, mezzanine, co-investment, fund-of-funds, master feeders.
You can be confident that we will quickly understand the needs of your business and that we will play a key role on your business advisory team. Our understanding of how a fund conducts business allows our clients to seek our advice on entity structure, fund formation, agreement interpretation, business transactions, and complex tax planning strategies.
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