Meaningful, accurate and timely communication between auditor, fund manager and the partners is critical to the successful operation of any organization. From the inception of the relationship, our professional teams of auditors, tax professionals, and internal quality control personnel have the right expertise and in-depth knowledge of your strategies and objectives, as well as the various reporting standards and tax compliance.
Withum’s elite group of specialists serves clients reflecting the diversity of the financial services industry and hedge fund space as well as strategies including but not limited to global macro, distressed and event-driven funds. These entities range in size from emerging to institutional managers and in complexity from equities to more intricate derivatives. The life of a hedge fund requires a diverse array of services. Withum has the experience and tools to address these milestones.
For more than a decade, Form PF has been one of the more demanding items on the private fund compliance calendar. That may be about to change. On April 20, 2026, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) jointly proposed a set of amendments that would pull back a…
Hedge Fund managers and other investment advisors are on high alert following the May 2025 Tax Court decision in Soroban because it signals a greater risk that a share of their earnings could be subject to self-employment tax. In Soroban, the U.S. Tax Court held that Soroban’s investment manager limited partners were active limited partners,…
Withum understands the obstacles involved in launching a fund, navigating the intricacies of growth during the emerging manager phase, and supplying the essential support that large, sophisticated managers demand. Our team can help chart a course to discover opportunities for your business.
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