The Investment Industry’s Firm of Choice
From investment advisers and partners through their funds and investments, we truly offer a unique and comprehensive audit, tax and advisory solution for the entire investment industry. Our blend of technical and operational expertise and experience includes seasoned assurance teams and some of the strongest tax knowledge of any fund accounting firm in the country. Our work encompasses everything from advanced fund structures and advisers, to newly seeded funds and some of the largest and most recognized fund companies in the industry.
But, even in the highly technical and regulated world of investment funds, we know relationships make a big difference in the success of our clients. Below are a few key areas that will make your experience with us exceptional:
Senior level involvement. Tailored, attentive service.
Our clients receive year-round access to the most experienced members of their engagement team. Partners and senior professionals stay involved and are always available — from providing formal client communications or attending board meetings, to engaging in informal conversations on industry developments.
Industry leading technology. High quality engagements.
We’ve invested heavily in an audit- and tax-focused technology stack, which includes proprietary, custom and third-party solutions, that maximize the value and efficiencies of our engagements.
Tailored resources. More informed advisers, boards and management teams.
We keep our clients up to date on the latest audit and tax regulatory developments, and their impact. In addition to sharing regular thought leadership and customized briefings on technical and industry issues, we host an annual conference that is a key component of the Cohen & Co client experience.
Meet Our Leadership
World-Class Client Experience
Our recent world-class ranking for client satisfaction and loyalty shows our clients are our biggest fans. We offer a best-in-class experience by giving you access to the partners leading your engagements, and personal attention and flexibility generally experienced only with boutique firms. These elements are key to your experience with us.
Nationally Ranked & Recognized for our Technical Expertise
- 2nd largest auditor of ETFs in the U.S. (Audit Analytics)
- 4th largest registered funds auditor in the U.S. (Audit Analytics)
- 13th largest auditor of hedge funds in the U.S. (Convergence)
- "Best ETF Auditor" (ETF Express)
- "Best Accounting & Audit Services" provider (With Intelligence Fund Intelligence Operations and Services Awards)
- "Highly Commended" in "Best Auditor Middle Market" and "Start-ups" categories (With Intelligence HFM U.S Service Awards)
- Most Recommended Tax & Accounting Firms (USA Today)
- Best of the Best Accounting Firms (Inside Public Accounting)
Tax & Audit Acumen Covering the Spectrum of the Fund Industry
Our End2End newsletter is designed to help you better understand the overall impact of developments and trends across the investment fund landscape.
CSR Report: A Look Back at 2023
Check out our 2023 Corporate Social Responsibility Report to see what drives our culture, our teams and our success.