Private Equity & Alternative Investments

In order to diversify investment risk, the popularity of alternative investment strategies has increased in recent years. These vehicles may invest in private equities, debt, leases, hedge funds, funds-of-funds, real estate and sector funds. The management of these complex entities presents challenges to the fund’s managers and investment advisors. As investments extend globally, foreign reporting requirements increase the compliance burden making it ever more important to have a knowledgeable auditor.

Our approach towards auditing these funds is comprehensive and complex. We start the process early in the year by helping management develop a plan and timeline. Throughout the process we listen to your concerns and manage the audit process well. Our clients are assured of Senior Management involvement on all engagements.

Services include:

• Financial audits
• SEC compliance assistance
• Partnership tax reporting
• Evaluation of investment monitoring, due diligence, and evaluation
• Accounting assistance to record complex transactions

The Wolf team is experienced, informed, and committed to building a long-term relationship with you and your firm. Working collaboratively, we provide a high-level of customer service that is both cost effective and precisely tailored to meet your needs. Over the last 100 years, our clients have chosen us to serve their complex auditing needs.

Download a PDF to learn more about our Investment Advisor and Funds services.

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Download a PDF to learn about 10 Steps to Create a Robust IT Security Program.

Download a PDF to learn about 10 Steps to Help Investment Advisers Remain in Compliance.

Download a PDF to learn about Accounting Guidelines for Early Stage Companies.