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    Asset management

    Enhance your back office and investor experience

     

    Building relationships to grow assets under management

     

    Asset management firms need to be agile to meet investor expectations amid intense competition in a digitally driven landscape. That’s why we champion agility to provide fresh perspectives tailored to your needs for improving efficiency, reducing risks, boosting transparency and customization of investor experience, and lowering operating costs while driving growth in assets under management.

     

    Our substantial experience in private fund and regulated fund audits, corporate tax, growth advisory and risk advisory services helps you navigate changing areas and enhance your investor relationships.

     
     

    Sectors we serve

    We tailor strategies and solutions to help reduce risks and address critical operational, financial reporting and compliance issues through a range of Audit & Assurance, Tax and Advisory services including fund formation, transaction services, tax advisory and restructuring, regulatory compliance, risk management, operational guidance, digital strategy, and audit and tax compliance.

     

    Linking strategy and execution, our services include Audit & Assurance and tax compliance, fund formation, offshore investment strategies, regulatory compliance, valuation services, SEC readiness, risk management, operational guidance, Transaction Advisory services, digital transformation, and personal tax planning strategies.

     

    We help registered investment company clients, including leaders at mutual funds, exchange-traded funds, and real estate investment trusts, reduce compliance costs and ease their tax and reporting burdens with a full range of audit, tax, compliance and advisory services.

     

    Offering guidance to business development companies at every stage of the investment cycle, our experienced specialists help navigate complex legal, tax and accounting requirements with our full range of audit, tax, valuation and advisory services.

     
     
     

    How we can help you

     

    We offer tailored services that fit your individual needs so you can drive growth and become more efficient.

     
    Private Audit

    Our management company and fund clients find that our first audit with them is the beginning of a long-term relationship built on trust and business... Show more insight. We tailor our approach to address the issues that are important — and often, unique — to their business. This is a major tenet of our firm’s culture — paying attention in order to provide personalized service. With the knowledge we gain in working with you through the audit process, education becomes a two-way process. Learn more -->

    Corporate Tax

    When it comes to tax, there’s more to consider than simply reporting. Global risks, regulatory requirements, transformative technology — these are all part of... Show more a bigger picture that can impact your business performance.

    From tax compliance to tax planning, we listen to your needs and work with you to position tax as a strategic function of the business. With a focus on defining a comprehensive strategy, we can provide the resources and solutions to meet your business needs and advance your business goals. Learn more -->

    Growth Advisory

    The purpose of growth isn’t just to get bigger. The real value is delivered when you grow and get better. Our people are skilled at helping you create effective... Show more strategies, optimize your operations, and elevate the performance of your people so that you can grow revenue, margin, market share and employee engagement simultaneously.

    We take the time to get to know your organization’s culture, capabilities, strategic imperatives, and full potential within the broader business ecosystem to design and deliver tactics to support achievement of long-term, profitable growth. Learn more -->

    Risk Advisory

    We help our clients understand their business risks, and we assist in addressing risk in both proactive and responsive contexts. We deploy our diverse pool... Show more of controls professionals, compliance specialists, cybersecurity professionals and risk consultants with industry depth to meet the complex requirements of our client programs. We work with our clients to provide the optimal team and resource structure to accelerate program execution. We start with the benefits-realization objective to drive the most effective and value-enhancing engagement model for our clients. Learn more -->

    Public Audit

    Our public company clients plan their futures with confidence, fully informed by an audit they can trust to keep them apprised of issues in their business... Show more and the industry. Our professionals serve clients through deep experience in conducting audits of complex companies from across the globe. We know the impacts that changing accounting standards and regulations can have on a business and how critical a high-quality audit is to a company's investors and stakeholders. In all aspects of our work, we follow Grant Thornton’s tenets of integrity, excellence, and responsibility. Learn more -->

    CFO Advisory

    The responsibilities of CFOs have grown tremendously in recent years as the depth of their strategic acumen has become fully appreciated by... Show more their organizations. These expanded duties create a need for insights that you can depend on, tailored to your unique circumstances. Our professionals help you drive your organization forward in an ever-changing environment. We help you create value and accurate, efficient reporting with the help of powerful tools and analytical capabilities. Your organization is counting on you to create a path to success. You can count on us to help you deliver. Learn more -->

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    Asset managers enhance forecasting with EPM

    EPM systems enable advanced budgeting, forecasting and scenario planning that leads to better business decisions.

    Explore EPM's benefits

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    Connect with our Asset Management leaders

     
    Headshot of Michael C. Patanella Headshot of Michael C. Patanella Headshot of Michael C. Patanella
    Michael C. Patanella

    National Managing Principal, Asset Management Industry
    Grant Thornton Advisors LLC

    Partner, Audit Services, Grant Thornton LLP

    Michael has been with Grant Thornton for over 14 years. He has been an audit partner for 9 years, and has served as the National Asset Management sector leader for approximately 4 years.

    New York, New York

    +1 212 624 5258
    Industries
    • Asset management
    • Private equity
    Service Experience
    • Audit & Assurance
    Headshot of Charmone Adams Headshot of Charmone Adams Headshot of Charmone Adams
    Charmone Adams

    Leader, Advisory Services, Asset Management
    Principal, Risk Advisory Services

    Grant Thornton Advisors LLC

    Charmone is a Principal in the Risk Advisory Services practice. Charmone has a diverse background in public and private accounting which spans across multiple industries.

    Manhattan, New York

    +1 212 624 5247
    Industries
    • Asset management
    • Private equity
    • Banking
    Service Experience
    • Advisory
    • Risk advisory
    Headshot of Eric Coombs Headshot of Eric Coombs Headshot of Eric Coombs
    Eric Coombs

    Leader, Tax Services, Asset Management
    Principal, Grant Thornton Advisors LLC

    Eric Coombs has over sixteen years of experience in public accounting specializing in partnership income tax consulting and compliance.

    Fort Lauderdale, Florida

    +1 954 331 1173
    Industries
    • Healthcare
    • Private equity
    Service Experience
    • Tax
    • Private client services
    Headshot of Christopher DeMartini Headshot of Christopher DeMartini Headshot of Christopher DeMartini
    Christopher DeMartini

    Leader, Audit Services, Asset Management, Grant Thornton LLP
    Principal, Grant Thornton Advisors LLC

    Chris has more than 18 years of public accounting experience, all of which have been dedicated to serving the real estate and financial services industries.

    Stamford, Connecticut

    +1 212 624 5321
    Industries
    • Asset management
    • Private equity
     
     

    Ready to talk? We’re ready to listen.

     

    Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.

     

    Want to submit an RFP? Please submit your request through our RFP submission page.

     
     
     

    A century of going beyond

     

    Since day one, we've challenged what's expected — for business, for our colleagues and for our communities. But we're just getting started. Ready to join us on our journey into the next 100 years?

     
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