Alternative Investment Funds

Manage your alternative investment fund challenges with guidance from one integrated team.

CLA offers a multi-disciplinary team to cover the broad array of audit, tax, valuation, and regulatory issues that arise throughout the life cycle of each investment.

What’s on your mind?

  • Finding guidance across a range of alternative investments (private equity, hedge funds, mutual funds, venture capital, fund of funds)
  • Consultation on fund formation issues
  • Mitigating cybersecurity risks
  • Managing international investment issues
  • Tax compliance and resolving tax controversy issues
  • Timely completion of audited financial statements
  • Finding audit and/or tax compliance services for the investment advisor entity
  • Getting experienced valuation support outside the audit process

Create opportunities with CLA

CLA wears an entrepreneurial lens from decades of private sector experience to help customize the audit, tax, and consulting experience for emerging and established fund managers. We want to ease the compliance process, so our professionals will walk you through the evolving tax and assurance rules that are unique to alternative investments. Our valuation team is ingrained in the audit process, which translates into an efficient audit and a seamless experience for you.

As a full service firm, we can help with the non-assurance challenges that arise as you launch your fund. We will surround you with our deep well of compliance and consulting knowledge of alternative investments, to form a cohesive team to help tackle the financial, operational, and regulatory requirements you face.

Services for alternative investment funds

Audit, attestation, accounting, and assurance services

  • Audits, reviews, and compilations of financial statements
  • Compliance consulting with regulatory requirements
  • Internal controls review

Tax

Non-assurance services (subject to independence rules)

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.