Alternative Investment Fund & Regulated Entities Audit, Tax, and Advisory Services

Aprio provides audit services for hedge funds, private equity funds, real estate funds, venture capital funds, fund of funds, and other alternative investment vehicles. We serve both emerging and institutional managers across equity, fixed income, derivatives, and multi-strategy fund structures.

Yes. Aprio delivers broker-dealer audit services in compliance with SEC and FINRA requirements, including annual financial statement audits, net capital compliance reviews, and customer protection rule examinations.

Aprio helps registered investment advisors, commodity pool operators, and other regulated entities with SEC examination preparation, CFTC compliance reviews, regulatory reporting, and ongoing compliance advisory. Our team works with funds to stay ahead of evolving regulatory requirements.

Yes. Aprio supports hedge fund formation, private equity fund formation, venture capital fund formation, and real estate fund launches with accounting infrastructure setup, tax structuring, regulatory registration guidance, and investor reporting frameworks, from formation through ongoing operations.

Aprio works with fund managers and management companies separately to help reduce overall tax burden. We will work on structuring entities, timing distributions, and planning for carried interest before tax events happen rather than after.

Aprio combines the depth and resources of a top 25 national firm with the responsiveness of a dedicated partner-led team. Our Financial Services specialists work with alternative investment funds and regulated entities, delivering timely audits and fund tax services with senior involvement on every engagement and an average team member tenure of 7.5 years.