A Full Range of Alternative Investment Services

Warren Averett has been serving the alternative investment community for more than 30 years. We deliver timely, customized services—including annual audits, tax services, performance examinations, monthly or quarterly NAVs—within a reasonable fee structure.

COMPREHENSIVE ALTERNATIVE INVESTMENT SERVICES

At Warren Averett, we partner with you on federal and state tax returns, auditing of financial statements, succession planning, fund formation and structuring, compensation and ownership planning and more.

DIVERSE SECURITIES TRANSACTIONS AND STRATEGIES

Our accountants help clients build an infrastructure tailored to their specific objectives and size, coordinate with attorneys and prime brokers, use leading technology, select alternatives to internal recordkeeping and comply with tax and regulatory concerns.

NICHE AUDITING, TAX AND CONSULTING SERVICES

We are licensed to transact business as approved auditors in the Cayman Islands, enabling us to audit offshore entities such as hedge funds, mutual funds and captive insurance companies.

Brochure:

Alternative Investments Brochure

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Our Services

Supporting the alternative investment community with a customized, value-add approach

At Warren Averett, we work with your company to provide solutions that enable you to save money, stay in compliance and realize your goals. Our experienced team possesses the expertise to handle all types of funds. We provide tax compliance and consulting, alternative investment consulting and audit and review services.

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Let us help your company optimize efficiency with guidance and consultation on:

  • Long/short equity
  • Convertible and risk arbitrage
  • Capital structure arbitrage
  • Distress securities
  • Options trading
  • Tax compliance and consulting
  • Audit and review services

At Warren Averett, we want to be your business partner and will work with your company to help you stay in compliance and plan for your future.

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  • Auditing of financial statements
  • Review of partner capital allocations
  • Preparation of individual partner capital account statements
  • Calculating partner rates of return
  • Timely preparation of partners’ K-1s and federal/state tax returns
  • Reporting and compliance for Passive Foreign Investment Company holdings
  • Proactive tax planning
  • Succession planning
  • Consulting with startup funds
  • Fund formation and structuring
  • Recommendations of attorneys, prime brokers, fund administrators and other industry providers
  • Compensation and ownership planning
  • Fund document review
  • Financial institutions
  • Alternative investment funds
  • Fund of funds
  • Single strategy funds
  • Offshore entities (Cayman Islands and BVI)
  • Real estate funds
  • Investment advisors
  • Captive insurance companies
  • Broker/dealers

Meet Our Team: Experts in Accounting for Alternative Investing

Learn more about our team members’ experience and insights and how we can help you. We go above and beyond traditional alternative investment services to help companies thrive and plan their next moves.

Our Team of Experts

At Warren Averett, our experienced professionals handle all types of strategies. Our established practice group is committed to this unique industry. Our goal is to ensure best practices and knowledge are shared across our offices to further benefit our clients. Our team of experts pursues our clients’ enhanced efficiencies and continuity throughout their engagements with our firm.

Our professionals remain abreast of industry updates and changing regulations through involvement in many hedge fund associations throughout the country. With a long track record in the field of alternative investing, our experts display passion and enthusiasm for introducing best practices into their clients’ control processes.

Our Customized, Anti-Cookie Cutter Approach

A comprehensive understanding of your industry’s regulatory and risk environment is essential to serve clients pursuing alternative investment strategies. Our advisors recognize that there is no one-size-fits-all solution for these services. With decades of experience in providing tax, auditing and consulting services related to alternative investments, Warren Averett’s team brings experience and industry knowledge that can help you with handling various types of securities transactions and strategies. We aim to be the partner you need, providing scalable services that are driven by the challenges and goals of an ever-changing economy.

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Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!

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