Cohen & Company’s 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. And with our recent acquisition of BBD’s Investment Management Group in Philadelphia, our firm continues to expand. Below is a snapshot of our combined firms and resources nationwide:
- 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
- Unmatched expertise in the area of investment tax
- Registered with the PCAOB and one of 14 annually inspected firms
Our Newest Office
A city steeped in history, Philadelphia is also a hub for the innovation offered by the investment industry. Our location in the heart of Center City positions us near large asset managers and industry service providers.
CEO Chris Bellamy on the Acquisition of BBD’s Investment Management Group
“We are excited to welcome BBD’s Investment Management Group to our team. They have long been a well-respected organization in our industry, and our mutual focus on client service and technical rigor makes this deal a perfect fit for both organizations. This addition reflects our continued commitment to exceed client expectations with deep industry knowledge and a strong team. We also look forward to becoming a part of the community in Philadelphia.”
Thought Leadership Focused on Your Industry
Members of our firm serve or have served on numerous, prominent industry boards and committees, sharing their insights with the AICPA, ICI, SEC Working Groups and others. But our team also regularly shares their insights with clients to help them understand issues critical to their business.
Partner Jim Kaiser on the Impact of BBD’s Investment Management Group Joining Cohen & Company
“In this dynamic environment, it’s crucial to be proactive. The opportunity to join forces with a firm that shares so many of our values, goals and vision for the future is compelling. We are confident that the combined strength of our teams will create meaningful growth opportunities for current staff and will help to ensure that our clients continue to receive the high level of service they have come to expect from both firms. Added capacity and expertise will also continue to differentiate us in the market and will be a huge win for clients and for any new candidates looking to build a career in a great firm.”