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Information to Assist You in Your Due Diligence Process

For more information on our firm and investment industry experience, please click here.

Public Company Audit Practice (Public Funds) - As a registered public accounting firm, Cohen & Company, Ltd. is subject to PCAOB oversight and their regular on-site inspection process over our public company audit practice. For additional information regarding the scope of the PCAOB inspection program, listing of all registered public accounting firms, results of audit firm PCAOB inspection reports, and other Board public reports and rules, please see our PCAOB report here.

Non-Public Company Practice (Private Funds) – To comply with AICPA peer review requirements, Cohen & Company, Ltd. is subject to a Peer Review by another independent public accounting firm once every three years over the portion of our practice which is not subject to PCAOB inspections (non-issuers). For additional information regarding our results of the audit firm Peer Review report, please see our Peer Review Report here.

Custody Rule Requirements – Are investment funds subject to the custody rule requirements (as amended, effective date March 12, 2010), which rely on the annual audit provision for pooled investment vehicles, required to be audited by an audit firm registered with and subject to regular inspection by the Public Company Accounting Oversight Board (PCAOB)? Yes, the audit firm must be registered with and subject to regular inspection by the PCAOB.

Cohen & Co is committed to strategic, effective, and efficient use of technology. Relying on a broad range of technologies and processes, backed by a robust in-house IT team as well as strategic partnerships with outside vendors, we deliver industry leading business solutions. Please see here for more information on client security and cybersecurity.

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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