Real estate investor overlooking some of her assets under management

Asset Management

Be efficient, compliant and transformative with the right operational strategies for your goals, and the right asset management industry advisors to help get you there.

Asset Management

  1. John Basile

    John Basile



  2. Nirav Badani

    Nirav Badani



  3. Adam Bullock

    Adam Bullock



  4. Scott Jackson

    Scott L. Jackson



  5. Baker Tilly Professional

    Lauri Webster



Talk with professionals who know the full breadth of the asset management industry: from hedge funds to real estate investors, from private equity to broker dealers, from family office to pension funds. Your operational needs continue to expand as you grow. Keep your focus on the core of your growth and let our advisors help you with elements such as your cybersecurity and internal accounting (outsourced accounting services) practices.

Get to know our services

Have confidence in our ability to assist your organization in attaining your goals because of our experience providing solutions for business needs.
  • Grow your business
  • Gain assurance
  • Optimize resources
  • Manage risk and compliance

Grow your business

  • Buy-side and sell-side advisory
  • CFO advisory services
  • Cost segregation studies
  • Fund formation and structuring
  • Merger and acquisition tax structuring
  • Strategic advisory
  • Transaction accounting assistance
  • Transaction due diligence
  • Transaction structuring and capital formation
  • Valuations

Gain assurance

  • Audits, reviews and compilations of financial statements, private equity funds and portfolio companies
  • Audits of onshore and offshore funds
  • Employee benefit plan audits
  • Engagements for agreed upon procedures, including asset verification
  • Fund document review
  • GIPS® verifications
  • Investor liquidity requirements
  • Management company operating cash requirements
  • Management fee and incentive allocation structure
  • Operational and compliance attestation
  • Partner tax allocations
  • Preparation of fund, management company, general partner and principals tax returns, and K1s
  • REIT quarterly and annual testing
  • Securities and Exchange Commission (SEC) filings
  • SOC 1, SOC 2 and SOC 3 reporting services
  • Sarbanes-Oxley (SOX) compliance

Optimize resources

  • Book and tax partner capital accounts reporting and allocations
  • Data analytics and business intelligence
  • Estate planning
  • Federal, multistate and local tax planning and compliance
  • HR consulting and benefits administration
  • Management company staff requirements and back office structuring
  • Outsourced accounting services
  • Robotic process automation (RPA)
  • Vendor management services

Manage risk and compliance

  • Advising on regulatory issues
  • Assessments of internal controls
  • Complex commercial dispute support
  • Cyber policy and program development
  • Cybersecurity risk assessment
  • Data privacy regulations readiness and implementation
  • Enterprise risk management (ERM)
  • Fraud and forensics
  • Internal audit co-sourcing and outsourcing
  • NYS DFS cyber readiness and compliance
  • Representation with taxing authorities
  • Sarbanes-Oxley Section 404 assistance
  • SEC surprise custody examinations
  • Third party data center reviews

Who we serve

You need to build investor confidence, comply with regulations and deliver performance. Rely on your Baker Tilly team for their deep knowledge gained by serving:

  • Broker-dealers
  • Family office/high net worth family owners
  • Funds of funds
  • General partnerships and their principals
  • Health and welfare funds
  • Hedge funds
  • Institutional investors
  • Management companies
  • Pension funds
  • Private equity firms and funds
  • Real estate investment funds and holding companies
  • Real estate investment trusts (REITs)
  • Registered investment advisors (RIAs)
  • Securities exchanges
  • Venture capital firms
On a scale of 1-10, I would give a 15. I always recommend Baker Tilly to our joint venture partners.
Vice president of private equity firm

Have confidence in our ability to assist your organization in attaining your goals because of our experience providing solutions for business needs.

By the numbers

3,000 entities

Nearly 3,000 asset management entities served

High on my list of prerequisites for any professional relationship are competency, flexibility and request response time. You have consistently delivered in all three categories.
Wealth management firm client

Our clients

Good people, good communicators and balanced in their approach.
Private equity fund client