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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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End2End Newsletter | January 2025

Read our January newsletter designed to help you better understand the comprehensive impact of current issues and trends across the investment funds landscape.

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Nationally Ranked, 100% Dedicated to the Investment Industry

Our national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. With 300 industry dedicated professionals, we are the 4th largest registered funds auditor in the country (Audit Analytics), 20th largest auditor of private funds in the U.S. (Convergence) and have one of the strongest tax teams in the industry.

4th Largest Auditor Registered Funds
2nd Largest Auditor of ETFs
20th Largest Auditor of Private Funds

More About Our Core Investment Company Areas

Alternative Investment Funds

We understand the demands on Commodity Trading Advisors (CTAs), fund administrators and private investment funds nationwide.

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Collective Investment Trusts

Working with highly respected and recognizable industry names, our background offers CITs an efficient and knowledgeable approach to their unique set of requirements.

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Exchange-Traded Funds

Our focused ETF team is trained to help this growing niche with complex issues, from assisting with structure selection to sophisticated tax techniques and strategies.

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Fund Service Providers

Our work with more than 30 fund service providers nationwide helps us better understand your operational issues and your specialized audit and tax engagements.

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Mutual Funds

The 4th largest auditor of registered funds in the U.S. and with the support of a specialized tax team, we assist some of the largest mutual fund companies in the industry.

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Registered Investment Advisers

We understand an RIA’s business, including the business as a whole, its clients, revenue cycles, product lines, compliance challenges and related entities.

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Related Insights

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FinCEN Reinstates Beneficial Ownership Information Reporting Deadline: What to Know

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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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