Focused on Alternative Investments
Assisting alternative investment advisors isn’t just part of what we do — it’s all we do. Our dedicated team brings deep expertise in audit, tax, and consulting services for emerging and established fund managers. We help you manage complex investments, navigate regulations, and unlock new opportunities.
From hedge funds, private equity funds, and funds of funds, to general partners and investment advisors, we deliver solutions that support your growth. Our professionals are recognized thought leaders who frequently speak at industry events and contribute to key publications. We stay ahead of evolving regulations, preparing you for what’s next.
In addition to our core audit and tax services, we offer consulting services that support the needs of investment advisors. They appreciate the quality service that an independent accounting firm of our size is prepared to offer while containing costs and maximizing efficiencies.
Why Choose CBIZ?
Our expertise spans domestic and offshore markets with tailored solutions for alternative investment funds.
An Industry Leader
With a team dedicated exclusively to alternative investments, CBIZ has established itself as a leader in the industry. Our experience with emerging and mature funds allows us to deliver tailored services to meet your needs.
We understand that the risks, hard work, and costs of managing a fund can be daunting, and we’re sensitive to your concerns. At CBIZ, we’re committed to working with you to achieve your goals.
Global Reach, Local Expertise
As CBIZ’s national practice grows, so do our international capabilities. We offer a full range of assurance services to clients operating businesses offshore and those headquartered abroad who seek financing in the U.S. markets. We assist both mature funds and managers needing to navigate the process of establishing new funds. With offices in Grand Cayman and Ireland, we deliver service excellence wherever your business takes you.
Industry Affiliations
Our involvement with leading organizations helps us stay at the forefront of developments.
Help For Children (Hedge Funds Care)
Supporting global charitable efforts within the industry.
Hedge Fund Association
Proud member supporting hedge fund professionals worldwide.
100 Women in Finance
Advancing education and philanthropy in alternative investments.
State Society of CPAs
Active in leadership roles and alternative investment committees.
California Hedge Fund Association
Engaged in state-level initiatives for the hedge fund community.
Alternative Investment Management Association (AIMA)
AIMA is the world’s largest membership association for alternative investment managers.
Exceed Investor Expectations
In a landscape where investor transparency and regulatory compliance are paramount, firms must continuously assess their financial health and operational risks.
CBIZ helps alternative investment firms strengthen compliance, enhance fund performance, and mitigate risk with specialized audit, tax, advisory, and valuation solutions.
Our proactive approach ensures fund managers can focus on generating returns while meeting the highest standards of regulatory scrutiny and investor confidence.
