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Alternative
Investment Funds

Sophisticated Solutions Throughout the Fund Lifecycle

  

Who We Serve

Private Equity

Andersen professionals have extensive experience assisting private equity funds and their partners, and are fluent with the multiple aspects of private equity investing.

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Who We Serve

Venture Capital

Our experience in the venture fund space allows us to consider the consequences of the fund, general partner vehicle, management company vehicle, and advise on overall tax consequences efficiently and effectively.

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Who We Serve

Real Estate

Our clients include individuals and entities in the real estate industry as well as those that own or occupy real estate. Our professionals have experience in the acquisition, operation and disposition of real estate investments in a tax efficient manner.

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Who We Serve

Hedge Funds

The complexity created by hedge funds can result in significant tax planning needs. Andersen specializes in independent, objective and practical advice needed for hedge funds and their principals.

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Who We Serve

Fund of Funds

Andersen professionals have extensive experience assisting funds of funds and their partners with confidence in all aspects of multi-fund and asset investing.

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Who We Serve

Distressed Assets

Andersen professionals have extensive experience assisting distressed asset funds and their partners with fluency in the complexity this type of fund requires.

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Who We Serve

Private Equity

Andersen professionals have extensive experience assisting private equity funds and their partners, and are fluent with the multiple aspects of private equity investing.

Learn More

Who We Serve

Venture Capital

Our experience in the venture fund space allows us to consider the consequences of the fund, general partner vehicle, management company vehicle, and advise on overall tax consequences efficiently and effectively.

Learn More

Who We Serve

Real Estate

Our clients include individuals and entities in the real estate industry as well as those that own or occupy real estate. Our professionals have experience in the acquisition, operation and disposition of real estate investments in a tax efficient manner.

Learn More

Who We Serve

Hedge Funds

The complexity created by hedge funds can result in significant tax planning needs. Andersen specializes in independent, objective and practical advice needed for hedge funds and their principals.

Learn More

Who We Serve

Fund of Funds

Andersen professionals have extensive experience assisting funds of funds and their partners with confidence in all aspects of multi-fund and asset investing.

Learn More

Who We Serve

Distressed Assets

Andersen professionals have extensive experience assisting distressed asset funds and their partners with fluency in the complexity this type of fund requires.

Learn More

Independence

Andersen does not perform attest services and does not issue financial opinions. We are free from today’s most scrutinized conflicts of interest, including audit, research and bond-rating offerings. We have only our clients’ interests in mind.

Client Stories

Investment firm with
$35 Billion Capital Under Management

Services Provided

  • Ongoing federal and state income tax compliance
  • Valuation-estate and gift tax
  • Valuation analysis related to an interest
  • Tax consulting-state & local and dividend testing
  • Individual and valuation work 

Client Stories

$10 Billion Private Equity Fund, specializing in corporate debt securities, restructurings, distressed debt, and business turnarounds

Services Provided

  • Ongoing federal and state income tax compliance
  • Audit defense
  • Management company compliance
  • International tax consulting
  • Entity structuring consulting
  • State and local tax compliance
  • M&A tax services
  • Transfer pricing
  • Outsourcing/fund administration
  • Offshore work and cost segregation.
  • Individual, valuation, and corporate work

Client Stories

Real Estate Company with Joint Venture Holdings & Real Estate funds.

Market Footprint:

8,000+ multi-family units

1.2M+ sq/ft of commercial property

Services Provided

  • Ongoing federal and state income tax compliance
  • Structuring of real estate fund
  • Structuring of foreign inbound investments in real estate fund
  • Executive compensation planning including 409A structuring
  • 1031 Consulting
  • Consulting and review of tax section of Fund PPM
  • Consulting on structuring of JV deals
  • Consulting and review of LLC agreements
  • Modelling of waterfalls, allocations and cost segregations.