Redefined Value. World-Class Experience.

The Investment Industry’s Firm of Choice for Any Strategy or Structure

For investment advisers and the products they manage, Cohen & Co strives to be a provider that not only offers technical expertise but also builds a strong, lasting relationship. We're more than simply a service provider — we're a one-stop shop designed to handle all your audit, tax and advisory needs, from emerging investment advisers to established managers. With our team of seasoned professionals and a deep understanding of the investment industry, we're uniquely positioned to address the challenges you face. Our goal is simple: to make your experience different — easier, more efficient, and built on trust and collaboration.

Our comprehensive approach ensures that no matter the complexity of your fund or business, you'll have access to integrated, client-focused solutions. Whether you're navigating new fund launches or managing the intricacies of complex fund structures, our practitioners are here to provide proactive, tailored guidance every step of the way. We believe technical excellence is only part of the equation; it's how we combine this expertise with personalized service that sets us apart. You'll never feel like just another client; instead, you'll be treated as a valued client, with clear communication and solutions that help drive success.

Now is the perfect time to experience the difference of working with a firm that puts you first. With Cohen & Co, you can rest easy knowing your audit, tax and advisory needs are in good hands. Let this serve as your invitation to see how we can offer a better experience. Whether you're looking to streamline your processes, simplify complex regulations or enhance your overall strategy, our team is ready to provide the support and expertise you need. Let's start a conversation today and see how we can work together.

Reach senior professionals on your service team. When you need them.

Receive year-round access to the most experienced members of your engagement team. Partners and senior professionals stay involved and are always available — from providing formal client communications or attending board meetings, to engaging in informal conversations on industry developments.

Let our industry leading technology help you lead.

We are dedicated to giving you the highest quality, most efficient audit and tax engagement, so you can focus on the business of your investment products. To that end, we've created an environment with solutions that maximize the value and efficiencies of the work we do for you.

Customized resources to help create more informed advisers, boards and management teams.

We want to prepare your team for success. We keep you up to date on the latest audit and tax regulatory developments, and their impact to your business. In addition to sharing regular thought leadership and customized briefings on technical and industry issues, we host an industry-specific conference that is a key component of your unique Cohen & Co client experience.