Hedge Funds/Alternative Investments

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.

2010 McGladrey and Greenwich Associates Hedge Fund
Industry Survey Report
Hedge funds are in search of new investors, and have increasingly turned their attention to institutional money. This second annual survey details the challenges that many funds are facing as well as best practices to help meet the risk management, reporting and transparency demands associated with institutional investors.

Seven Steps To Success In The Start-Up Business
Starting an investment advisory business in today’s environment is much more difficult and complicated than it was only five years ago. Constantly changing regulations, the difficulty in the current credit environment and choosing the best service providers for your organization are only some of the issues that need to be addressed.

Financier Worldwide Hedge Fund Roundtable
McGladrey Managing Director John Hague participated in a roundtable discussion concerning the current hedge fund landscape, including the impact of the financial crisis of the industry as well as risk management initiatives and regulatory proposals.

Hedge-fund Lending to Midsized Businesses Deserves Careful Scrutiny
Considering a relationship with a hedge fund? Take a close look to avoid surprises

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:
  • Private Equity funds Buy-out
  • Mezzanine
  • Venture capital
  • Small Business Investment Companies (SBICs)
  • Real estate

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.