With over 25 years of experience, Johnny provides assurance, accounting and consulting services to clients who serve as investment advisers to investment companies.
He specializes in working with private funds that operate in the hedge, commodity, private equity, venture capital, loan and real estate space, providing accounting services to these entities through the various stages of the advisers’ and the funds’ life cycles.
Learn more about my professional experience and how I spend my time outside the firm.
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Johnny serves and served on the boards and audit committees of the Los Angeles Mission, Valley Women’s Center, Harvest Home, and not-for-profits that support the homeless community in Los Angeles. He is a frequent speaker at industry events and one of his speaking engagements is ‘How Market Shifts Have Forced PE Firms to Evolve in 2023 Assembling a robust technology infrastructure for mid-sized PE firms’.
For decades, access to private markets has been largely reserved for institutional investors and a narrow segment of high-net-worth individuals. Today, that paradigm is being challenged. Recent regulatory signals suggest a meaningful shift, one that could redefine how retail capital participates in private investments. At the center of this evolution is a fundamental question: Are…
California’s Department of Financial Protection and Innovation (DFPI) has expanded reporting obligations for state registered investment advisers. In addition to existing financial and disclosure requirements, advisers with certain private company investment activities will face a new annual reporting mandate beginning in 2026. Core Requirements for State Registered Advisers New 2026 Reporting Obligation for Private Company…