Cohen & Company’s national Investment Industry Services Group combined with BBD's Investment Management Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. Below provides a snapshot of our post-transaction team:
- 300 industry dedicated professionals
- 11 offices across seven states and, through affiliated entities, the firm has an international presence in the Cayman Islands and Ireland
- 2nd largest auditor of ETFs (by number of funds – Audit Analytics, March 2023)
- 4th largest registered funds auditor in the country (by number of funds – Audit Analytics, March 2023)
- 10th largest auditor of hedge funds in the U.S., based on SEC filings by fund managers
- Registered with the PCAOB and one of 14 annually inspected firms
Investment Industry Awards
- Named “Best ETF Auditor” in the 2021 and 2022 ETF Express U.S. Awards
- Named “Best Tax Advisory” firm in Hedgeweek’s 2022 U.S. Awards
- Hedgeweek's U.S. Digital Asset Awards named our firm "Best Audit Provider" in 2023 and “Best Tax and Audit Provider” in 2022
- Shortlisted as a “Best Accounting and Audit Services” firm in With Intelligence’s 2023 Fund Intelligence Operations & Services Awards
Client Profiles
- Open-end mutual funds
- Exchange-traded funds
- Closed-end funds/interval funds
- Collective investment trusts
- Investment advisers
- Master limited partnership funds
- Fund service providers
- Hedge funds
- Fund-of-funds
- Private equity funds
- Offshore and international funds
- Master-feeder funds
- Venture capital funds
- Digital asset funds
- Broker-dealers
Leadership
- Marcy Kempf, Partner in Charge, Markets & Industries
- Brett Eichenberger, Market Leader, Registered Funds
- Erin McClafferty, Executive Director, Registered Funds
- Jared Mahar, Market Leader, Alternative Investments
- Keith Stafford, Market Leader, Alternative Investments
