Our Services


Our Alternative Investment Funds practice has been building relationships for more than 30 years with fund managers to support a range of services suited to your needs. We are a PCAOB-registered and inspected firm and have been recognized as one of the top CPA firms auditing SEC-registered, advisor-managed hedge funds. Our Grand Cayman entity helps domestic and international customers leverage the benefits of jurisdiction without direct taxation. We can help you meet investor reporting deadlines for financial statements and K-1s, and examine historical performance data for capital raising. If you are preparing to launch a new fund and need guidance on service providers, fee structures, or special taxation considerations for your investors, we can provide that, too.

The Elliott Davis Alternative Investment Fund Services team serves hundreds of customers engaged in the alternative investment industry, ranging from start-up funds to groups with more than $1 billion in assets under management, including hedge funds, fund of funds, private equity funds, venture capital funds, real estate partnerships, broker/dealers, and investment advisor firms.

Our Team

Renee Ford

CPA
Shareholder
Alternative Investments Practice Leader

Lindsay Ball

CPA
Managing Director

Robert Belcher

CGMA, CPA
Shareholder

Alternative Investment Fund Services

Lucy Gates

CPA
Principal

Eric D. Pitts

CPA
Shareholder
Private Equity & Transaction Advisory Services Practice Leader

William Mitchener

CPA
Senior Manager

Additional Resources

Article

Cryptocurrency – advantages of indirect…

Aug 19th, 2021

Over the past four years, Bitcoin and other cryptocurrencies have exploded in growth, acceptance and notoriety. Hedge funds and other alternative investment entities have begun…
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Article

Cryptocurrency challenges for accurate tax…

Aug 19th, 2021

As digital currencies become more and more ubiquitous in the domestic and international marketplace, both in terms of investment speculation and usage as a medium…
Read More

Article

Private Investment Fund Audits: Surprise…

Jan 14th, 2021

As a matter of accountability to investors, private investment funds are generally subject to annual financial statement audits. This audit requirement may be self-imposed by…
Read More

Contact Our Team

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