Investment Funds

We also regularly work with investment funds and fund administrators nationwide.  We have a specialized team that is skilled in investment valuation.  Louis Plung & Company offers a range of services to our investment fund clients including financial statement audits, tax compliance, tax planning related to fund partners, consulting related to complex securities and structuring, and tax withholding calculations related to Foreign Investors.
 
Louis Plung & Company also provides support for quarterly or monthly reporting for the funds including analysis of portfolio investments, internal rate of return (IRR), capital account maintenance and performance reporting. 
 
Our experience with investment funds includes but is not limited to the following fund types:
 
  • Private Equity funds
  • Offshore and international funds
  • Master-feeder funds
  • Hedge funds
  • Fund-of-funds structure
  • Venture capital funds 

 

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Richard Fischer, CPA, CGMA
Richard Fischer, CPA, CGMA
Partner
Lindsay Andrews, CPA
Lindsay Andrews, CPA
Partner
Dennis Loughran, CPA, MST
Dennis Loughran, CPA, MST
Partner
Marc Levine, CPA, J.D.
Marc Levine, CPA, J.D.
Director
Tony Montanaro, CPA/ABV, CFE
Tony Montanaro, CPA/ABV, CFE
Senior Manager

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BKR
BKR
CFMA
CFMA
NAIOP
NAIOP
PVCA
PVCA
AICPA
AICPA
PICPA
PICPA