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
Assurance Services

Investment Company Audits

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

Laser Focused on Auditing Registered and Alternative Investment Funds

Our assurance team serving investment companies is 100% focused on the industry. A unique and complex industry, we are passionate about working with mutual funds, including closed-end interval funds and master limited partnership funds; exchange-traded funds; hedge funds and alternative investment funds; private equity funds; collective investment trusts; investment advisers and service providers across the U.S. We help newly seeded funds to well-established, multiple-fund families remain compliant — with each client receiving a customized, focused audit approach; a holistic advisory mindset; and energy and personal commitment.

As a result of our specialization in both registered and alternative investment funds, we are the 4th largest provider of audit services to registered funds in the country (Audit Analytics, March 2023), and the 10th largest auditor of hedge funds in the U.S., based on SEC filings by fund managers.

We work with some of the largest institutional investment managers in the country. Our work makes us one of only 14 firms in the country with more than 100 public company clients, all investment clients. And while a number of our professionals come from Big 4 backgrounds, all of our associates are trained to conduct national firm-caliber work. As a result of our highly regarded expertise, members of our firm serve or have served on numerous prominent industry boards and committees, such as the AICPA’s Auditing Standards Board, Board of Directors, Investment Companies Expert Panel and Digital Asset Working Group; and various industry committees, regional hedge fund associations and SEC working groups.

Our Investment Company Audit Client Profiles

  • Mutual Funds

  • Exchange-Traded Funds (ETFs)

  • Alternative Investment Funds

  • Private Equity/Venture Capital Funds

  • Collective Investment Trusts

  • Closed-End/Interval Funds

  • Real Estate Funds

  • Digital Assets

  • Fund Service Providers

  • MLP Funds

  • Business Development Companies (BDCs)

  • Registered Investment Advisers

Meet Our Leadership

Brett Eichenberger, CPA

Market Leader, Registered Funds
beichenberger@cohencpa.com
216.649.1704

Keith Stafford, CPA

Market Leader, Alternative Investments
keith.stafford@cohencpa.com
410.527.3946

Related Insights

Article

Investment Industry Wire | March 2023

Read More
Article

Investment Industry Wire | December 2022

Read More
News

Cohen & Company Announces New Assurance Partner Tracy Whetstone

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