Investment management companies need a CPA firm to help them navigate complex reporting, governance and regulatory requirements. Private equity funds, hedge funds, investment advisors, fixed income managers and other financial service providers count on Edelstein & Company to:

  • Enhance profitability by helping control costs
    Our audit and tax professionals have comprehensive investment industry, regulatory and technical expertise, enabling them to provide a high level of experience and service at a reasonable cost.
  • Ensure that your audits and tax returns are completed on-time
    We take great care to meet your reporting requirement deadlines. We have a firm-wide goal of completing and mailing K-1s to investors no later than March 15.
  • Provide consistent technical support and advice
    Our partners and principals are involved in all client engagements so you can expect the highest level of experience and access from us.

Our firm culture is built on strong relationships. We are proud of our high client and staff retention rate, which enables us to deliver consistent and knowledgeable services that significantly benefit you over the long haul. Our goal is to become trusted advisors to you and your team.

To learn more about how we can help, contact Bob Babine at 617-227-6161.