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
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Hedge Funds
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Private Equity Funds
- Registered Investment Companies
- Business Development Companies
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.
Enterprise performance management
Asset managers enhance forecasting with EPM
EPM systems enable advanced budgeting, forecasting and scenario planning that leads to better business decisions.
Our fresh thinking
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Events & webcasts
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Connect with our Asset Management leaders
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
Industries
- Asset management
- Private equity
Service Experience
- Audit & Assurance
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
Industries
- Asset management
- Private equity
- Banking
Service Experience
- Advisory
- Risk advisory
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
Industries
- Healthcare
- Private equity
Service Experience
- Tax
- Private client services
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.
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