Hedge Funds, Private Equity and Investment Companies

Private equity fund, hedge fund, investment advisor or fixed income manager – regardless of the type of investment management company it is, there are several overriding needs they expect their CPA firm to satisfy:

Enhance their profitability by controlling costs They want to do this by obtaining professional audit and tax services at a price commensurate with their size and structure. At Edelstein & Company, our audit and tax professionals have comprehensive investment industry, regulatory and technical expertise. That means our clients receive a high level of expertise and experience while enjoying the benefits of our efficient cost structure.

Ensure that their audits and tax returns are completed on a timely basis.  At Edelstein & Company, our experience suggests that few things are more aggravating to a client than mailing K-1's late. That's why we have a firm-wide goal of completing K-1's so that they can be in the mail no later than March 15.

Interact with a CPA firm that can offer them appropriate experience levels and staffing consistency Edelstein & Company is able to provide significant partner and principal involvement on all client engagements. Additionally, we take pride in the fact that we have low staff turnover, enabling us to deliver consistent and knowledgeable services that significantly benefit our clients.

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