Investment Entity

LIlling audits and performs tax services for hedge funds, venture capital funds, and private equity funds with assets under management ranging from $1 million to $900 million.

We work with funds and investment advisors at all stages of their life cycle including start-ups, mature funds, and funds going through the liquidation process.

Adam Lilling, CFA, CPA has experience working in equity research at UBS and credit research at Bear Stearns. Adam’s experience in valuation allows our firm to work very efficiently with investment entity clients and makes us a true alternative to large fee firms.

Lilling can also perform both audit and tax services for your portfolio companies.

We are a PCAOB inspected firm that meets the regulatory requirements to audit investment entities of any size. Our audit approach will make your audit experience as seamless as possible.