Alternative Finance

Construction

Employee Benefit Plans

Financial Institutions

Government Entities

Healthcare

Hospitality

Investment Partnerships

Manufacturing and Distribution

Not for Profit

Physician Services

Real Estate

Investment Partnerships

Investment Funds

Venture Capital Funds

more ...

 

Industries > Investment Partnerships

Investment Funds
Trusted advisor to over 100 funds

Over the years, more than 100 investment funds have trusted Decosimo's depth of experience and business knowledge. Decosimo provides a full range of accounting and advisory services with a firm commitment to client relationships and service. 

 Today's investment management industry faces many challenges – deregulation, pension reform, advances in technology, and the navigation of increasingly integrated global capital markets. These challenges vary with each company niche and the evolving business environment in general. As a result, choosing a qualified and experienced assurance, tax and business advisor is crucial.

Specialized Services for Investment Funds:

Assistance with new fund launches – we have assisted in over 40 fund launches in the last five years. In any fund startup, tax planning services and choosing an appropriate service provider are key.

Hedge fund services – We provide consulting services to over 100 hedge funds, both on and offshore. Decosimo answers questions related to complex tax regulations, fund structuring and fee-based compensation. We also aid hedge funds in establishing brokerage, legal, and administrator relationships.

Venture capital funds – We have provided guidance beyond assurance and tax services to numerous venture capital funds. Decosimo answers questions concerning fund structure, fee agreements, and complex tax allocation issues. We also provide assistance valuing investment interests in privately held companies.

Trust services – We provide counsel regarding the proper administration of trust accounts and common trust funds. In addition, we can help our trust customers with their tax-related needs.

Board governance – We advise on issues such as committee structure, sub-advisor monitoring, investment policies, industry best practices, board compensation and term limits.


 

 

 


This page was last updated on Mon Sep 25, 2006.

 
DECOSIMO
Joseph Decosimo and Company, PLLC
Tallan Building | Suite 1100 ~ Two Union Square | Chattanooga, Tennessee 37402-2512
Telephone: (800) 782-8382 | Fax: (423) 756-2939 | E-mail:
info@decosimo.com