Skip to main content

Asset Management

Accounting and consulting services to help asset management firms meet their unique goals & needs.
Looking up at a dozen high rise buildings in downtown London.
50

Years experience

Top 15

Accounting and audit firm by assets under management and number of registered investment advisor funds audited*

Tailored accounting and consulting services from experienced asset management advisors.

Our team provides specialized accounting, tax, and consulting services designed to meet the needs of diverse investment holdings. Our knowledge spans across conventional debt and equity investments, loans, businesses, alternative investments, and other unique assets. We support a variety of clients, including emerging managers, large multi-fund groups, investment advisers, wealth managers, family offices, and general partners.

Whether you’re navigating the complexities of an alternative investment or preparing for what’s next in your portfolio, our professionals can deliver the clarity and confidence you need to help you succeed.

Forvis Mazars provides a variety of services to private and public funds:

  • Hedge Funds
  • Private Equity Funds
  • Venture Capital Funds
  • Digital Asset Funds
  • Energy/Infrastructure Funds
  • SBIC Funds
  • Specialty Finance Funds
  • Fund of Funds
  • Real Estate Funds
  • Real Asset/Alternative Asset Funds
  • Commodity Pools
  • Investment Advisers/Management Companies
  • General Partners

We also serve both domestic and offshore investment vehicles and their respective investment management companies.

* According to Convergence Optimal Performance

How Forvis Mazars Can Help You

Two high rise office buildings glistening under a setting sun.
Financial Services
Accounting, tax, audit, and consulting services for the financial institution industry.
Downtown skyscrapers with a setting sun.
Private Equity
Accounting, consulting, and due diligence to help private equity firms make informed decisions, manage uncertainty, and create value.
A red and black gradient textured background.

From the highest level of assurance to assistance with bookkeeping or keeping up with the latest changes, Forvis Mazars can help. 

  • Financial Statement Audits Under U.S. GAAP & IFRS
  • Custody Examinations
  • SOC 1, SOC 2, & SOC 3 Examinations
Learn More

Our tax consultants can help you take advantage of benefits within the tax law and reduce your tax burden.

  • Federal & State Tax Compliance & Planning
  • International Tax Compliance & Planning
  • Transfer Pricing
  • State & Local Sales Tax
  • Cost Segregation Studies
Learn More

We serve several hundred funds, from emerging managers to large multifund groups, and can provide consulting services, such as:

Learn More

Related FORsights

Like what you see?
Subscribe to receive tailored insights directly to your inbox.
 
Text bubbles with Forvis logo
Convenient locations to serve your needs.
Find a Location Near You

Let’s Get Started

Connect to experienced guidance.

How Can We Help You Today?
Wherever you are on your journey, we can help drive your business forward.
Subscribe to FORsights
Get tailored insights and resources.