For over two decades, investment partnerships and hedge funds have looked to GH&I for tax, auditing and consulting services.
Experience and industry knowledge run deep within the professional team that serves this special brand of client. Each member of the team provides targeted, sophisticated advice and responsive service in the following areas:
Accounting and Audit Services
- Annual audit of financial statements
- Review of partner capital allocations
- Calculation and tracking of high water marks and performance incentive allocations
- Preparation of individual partner capital account statements
- Calculation of partner rates of return
Tax Compliance and Consulting
- Timely preparation of partnership federal and state tax returns
- Timely preparation of K-1s for each partner
- Timely preparation of General Partner and all affiliated entity tax returns
- Proactive tax planning
- Reporting and compliance relating to Passive Foreign Investment Company holdings
Consulting Services
- Consulting with start-up funds related to organizational structure
- Recommendations for legal counsel and fund administrators
Investment partnerships and fund clients served by GH&I vary in size, location and strategies, as described below.
Size
- GH&I works with funds ranging from startups with a few partners to funds with several hundred million dollars and over one hundred partners.
Geographic Location
- While GH&I is a regional firm based in Atlanta, Georgia, clients are located across the nation as well as in offshore locations.
Strategies
- Clients employ diverse strategies, including long/short equity, convertible and risk arbitrage, capital structure arbitrage, private equity, distressed securities, options trading, and various others.
- GH&I's experienced personnel are equipped to handle all types of securities transactions and strategies.
GH&I will work with the current staff of a partnership or fund and/or other professionals such as legal counsel and the administrator to deliver timely and creative services with a reasonable fee structure.
Andrew Siegel, Partner, and Terry Hartigan, Principal, co-lead the Investment Partnership practice.