Financial Services

Broker Dealer/Hedge Funds

Daszkal Bolton has been providing hedge fund accounting services for more than 25 years.

We understand the pressures hedge funds face from regulatory agencies and trading organizations with whom they are required to report. Our technical expertise in hedge fund accounting enables us to provide guidance on the vast and changing regulatory requirements of the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

  • Broker Dealer Audits
  • Compliance Reviews and Audits
  • Independent Testing for Compliance with a Firm’s Anti-Money Laundering (AML) Program
  • Surprise Audits of Investment Advisers that have Custody of Client Assets
  • Custody Control Reviews
  • Assistance with Regulatory Examinations
  • Tax Planning & Compliance

Daszkal Bolton offers years of experience providing hedge fund accounting solutions. Our team of experts has a strong understanding of the constantly changing compliance and regulatory challenges companies in this industry niche face. We understand the various pressures Broker Dealers/Hedge Funds face from the various agencies and trading organizations with whom they are required to report. Rely on Daszkal Bolton to help guide you through complex compliance issues and to provide superior accounting, tax and business advice.

Hedge Fund Strategies

There are many styles of hedge fund strategies. The hedge fund professionals at Daszkal Bolton will consult with you on which strategies will best suit your situation and guide you to a solution that will best realize your investment goals.

Hedge fund style classifications:

  • Equity market neutral
  • Convertible arbitrage
  • Fixed-income arbitrage
  • Distressed securities
  • Merger arbitrage
  • Hedged equity
  • Global macro
  • Emerging markets
  • Fund of funds
  • Hedge Funds
  • Broker Dealer
  • Private Equity
  • Investment Advisors

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Contact Us

To learn more about financial services at Daszkal Bolton, simply complete our contact form, or call (561) 367-1040.

We are pleased to announce that the Daszkal Bolton team has joined CohnReznick, effective March 1.