Financial Service Funds

Representing the financial service industry requires a highly specialized, technical skill set. Perlson’s financial services team is committed to providing high-quality accounting, tax and consulting services to our clients.  Our professionals have the knowledge and insight to help financial service companies address their business challenges and achieve their strategic objectives.  We routinely advise throughout the life of the fund, which includes consulting on the various components associated with the start-up phase and capital raise all the way through successful exits.  We service funds throughout the country including New York City and San Francisco.  The types of funds that our expertise enables us to serve include, private equity and venture capital funds, hedge funds, master feeder structures, broker dealers, general partner and management companies and registered investment advisors. 
The Perlson team is proficient in providing the following services for financial service companies:
  • Audits, reviews and compilation of financial statements
  • Tax planning and compliance
  • Accounting and bookkeeping 
  • Business structure and entity planning
  • Long and short-term strategic planning
  • Internal accounting controls
  • Capital raise and debt financing assistance
  • Assist in communication with LP’s and portfolio companies
  • Section 1202 qualified small business stock (QSBS) guidance
  • Liquidity strategy for portfolio companies

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Company Info

Perlson LLP
977 North Broadway
North Massapequa, NY 11758

Phone: 516-541-0022
Fax: 516-541-7760