Financial Services
(Hedge Funds, Private Equity Firms, Broker/Dealers, Investment Partnerships)With assistance from the knowledgeable specialists at Graf Repetti, financial managers will have more time to spend addressing critical management issues such as:
- Growing your client base
- Managing risk while maximizing investment return
- Leveraging the latest technologies
Focusing on these and other issues will help set their firms apart in an increasingly crowded field.
The numerous clients we serve include domestic and offshore hedge funds, fund of funds, multi-strategy funds, private equity funds, domestic and foreign broker/dealers, and investment partnerships. A full range of accounting, auditing, and advisory services is available to support your company’s current and future needs. Proactive tax planning means maximized tax benefits for your clients and your firm’s management.
Graf Repetti has extensive experience advising broker dealers, investment advisors, hedge fund managers, and other financial services companies. Expert advice is available with all aspects of regulatory compliance including registration, development and support of compliance procedures, required training/continuing education, and internal financial operations.
Besides industry expertise, clients receive timely, personalized service and advice from formation/launch through management/maintenance of the established entities. The longstanding relationships Graf Repetti enjoys with its clients serves as a reminder of the value they place in their relationship with us.
Services include the following:
- Accounting and Auditing
- Tax Preparation and Planning
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Advice on Organizational Structure
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SEC Registrations and FINRA Applications
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Compliance Programs and Regulatory Services
- Assistance with Back Office Operations
- Assistance with Drafting Offering Memorandum
- Innovative Securities Transaction Tax Planning
- Federal, State, Regional, and International Tax Consulting
- Representation Before the IRS and State Governmental Authorities
- Providing Turnkey Financial Services (GRC acts as your accounting department)
- Other Advisory Services
For more information about our support to hedge funds and other financial organizations, please contact Ronald Carlen at 212.302.3300, Ext 532, email address rcarlen@grafrepetti.com or David Sunshine at 212.302.3300, Ext. 507, email address dsunshine@grafrepetti.com.