Financial Services

Sasserath & Zoraian, LLP - New York CPA

Our firm has developed "customized" accounting and financial management services for mutual funds, private equity and pension funds to better meet the needs our clients.

Engaging Sasseratg & Co. to handle the "other side of the business" allows hedge fund professionals to focus on the true business at hand - maximizing investment returns.

Our Financial Services Include:

  • Efficient and effective portfolio servicing
  • Partnership accounting
  • Investor services including weekly or monthly reports of NAV
  • Calculate and record management and incentive fees
  • Tax services including preparation of fund's federal and state income tax returns and partner K-1s
  • Risk / Attribution reporting
  • Outsourcing back office systems that support client growth
  • Leveraging our industry experience, knowledge and network of strategic relationships 

We offer an initial consultation. Call us today at 631-368-3110 to schedule a mutually convenient time to meet.