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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Industries

Investment Companies

Nationally Ranked, 100% Dedicated to the Investment Industry

Our national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. With more than 250 industry-dedicated professionals, we are the 5th largest provider of audit and tax services to registered funds in the country (Audit Analytics) and the 10th largest auditor of hedge funds in the U.S., based on SEC filings by fund managers.

More About Our Core Investment Company Areas

Alternative Investment Funds

We understand the demands on Commodity Trading Advisors (CTAs), fund administrators and private investment funds nationwide.

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Collective Investment Trusts

Working with highly respected and recognizable industry names, our background offers CITs an efficient and knowledgeable approach to their unique set of requirements.

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Exchange-Traded Funds

Our focused ETF team is trained to help this growing niche with complex issues, from assisting with structure selection to sophisticated tax techniques and strategies.

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Fund Service Providers

Our work with more than 30 fund service providers nationwide helps us better understand your operational issues and your specialized audit and tax engagements.

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Mutual Funds

The 5th largest auditor of registered funds in the U.S. and with the support of a specialized tax team, we assist some of the largest mutual fund companies in the industry.

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Registered Investment Advisers

We understand an RIA’s business, including the business as a whole, its clients, revenue cycles, product lines, compliance challenges and related entities.

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Related Insights

Article

Investment Industry Wire | June 2022

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Article

6 Trends & Reminders in Today’s Evolving Investment Industry

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Article

4 Key Internal Control Challenges for Cryptocurrency Mining Operations

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