Asset Management

Comprehensive Services for Asset Managers and their Investment Strategies

Asset managers operate in an increasingly complex environment shaped by regulatory scrutiny, evolving tax rules and rising investor expectations. Do you have the right team in place to not only navigate these challenges but to help you innovate and thrive?

Cohen & Co is a recognized industry leader — including the 3rd largest auditor of registered funds in the U.S. and the 5th largest auditor of public and private fund assets globally. Our deep bench of specialized professionals audits more than 2,700 public and private funds worldwide and works with more fund advisers than any firm in the U.S. It’s this highly unique experience across fund structures and strategies coupled with strong industry relationships that give us a true 360-degree perspective on the asset management industry — allowing us to understand the operational, tax and reporting challenges managers face as their businesses grow and strategies evolve.

Exclusively focused on your industry, we deliver a coordinated, technology-enabled suite of audit, tax and advisory services tailored to funds and asset managers across the registered fund, private fund and digital asset ecosystem. We support a broad range of asset strategies and provide integrated capabilities that extend beyond traditional fund audit and tax services, including complex fund valuations, operational advisory and high-net-worth tax planning for advisers and principals. This holistic approach enables asset managers to streamline key functions while maintaining the transparency, compliance and reporting rigor investors and regulators expect.

Just as important, our culture is built around personal, partner-level involvement, putting clients at the core. Asset managers need engaged advisers who understand the nuances of their strategies and the pressures of running a fund platform. Our industry immersion and hands-on approach allow us to provide thoughtful guidance as you launch new vehicles, scale operations and respond to changing market and regulatory conditions — helping you build the infrastructure and insight needed to support long-term growth.

‹

›