About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Services Industries Knowledge Center People

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.

Learn More

Assurance Services

Employee Benefit Plan Audits Internal Controls 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

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions 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.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

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.

Learn More

Insights

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

Read Our Insights

Events

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

Explore Our Events

News

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

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Industries

Investment Companies

News

Cohen & Company Closes Deal with BBD’s Investment Management Group

Combined team becomes second-largest ETF auditor and fourth-largest registered funds auditor in U.S.

Read More

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 300 industry dedicated professionals, we are the 4th largest provider of audit and tax services to registered funds in the country (Audit Analytics, March 2023), 10th largest auditor of hedge funds in the U.S. (based on SEC filings by fund managers) and have one of the strongest tax teams in the industry.


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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

Mutual Funds

The 4th 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.

Learn More

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.

Learn More

Related Insights

Article

Investment Industry Wire | March 2023

Read More
Article

Don’t Overthink It: Engaging Your Workforce in Our New World

Read More
News

Cohen & Company Names Jared Mahar Market Leader, Alternative Investments 

Read More

Sign up for Our Investment Industry Services Newsletter

Receive insights from our team of investment industry services specialists directly to your inbox as they go live in our online Knowledge Center.

Subscribe Today
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company