Hedge Funds

KPMG is a leading service provider to hedge fund managers and the alternative investment industry. As one of the largest accountancy firms in this market, the depth and breadth of our experience provide invaluable insight into the challenges and opportunities facing our clients.

Our alternative investment clients range from start-ups to global brands as well as traditional managers who have developed hedge fund businesses.

Our people are specialists and the best at what they do. We apply deep market knowledge and expertise in audit, tax and advisory to distinguish the relevant and important from the complex and the unnecessary. Our approach is commercial, practical and efficient; working with our clients to solve the most complex of issues.

Building trusted relationships allows us to anticipate our clients’ needs. Whatever their investment activity, we can help add value by creating a tailored solution utilizing specialists across our practices. End to end value added service delivery is our top priority.

Diveane Bowe

Partner

KPMG in The Bahamas

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Our dedicated private equity team supports the full lifecycle of private equity funds.

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Our Services

Choosing the right auditor for your fund is essential. It helps ensure you get the most value from the process. An effective audit relationship delivers added value to both the fund and the investment manager.

At KPMG, we have identified the key factors firms should consider when selecting an auditor.

While the audit process ensures your fund meets compliance requirements, it also provides an opportunity to take a closer look at key operational processes and identify potential weaknesses. Working with an auditor who understands your business can deliver efficiencies and insights over the long term.

Learn more about our Audit and assurance services.

We have over 30 tax professionals specializing in the preparation of all required tax work papers and US tax returns related to hedge funds and private equity funds, including Form 1065, Schedule K‑1s, PFIC statements (Form 8621), Form 5471, Form 5472, Form 8865, and other foreign reporting forms.

In addition, our tax professionals have strong expertise in regulatory requirements, including FATCA and CRS reporting, country‑by‑country reporting, and economic substance reporting.

Learn more about our Tax services.

Our team is experienced in advising both audit and non‑audit clients on a wide range of matters, from achieving compliance with new or revised accounting standards to optimizing financial reporting processes. Our Advisory services include:

Cybersecurity exposure reviews
Track record verification
Investor due diligence procedures
Regulatory filings (Form PF, FATCA, CRS)
Financial statement preparation
Management consulting

Learn more about our Advisory services.

Our Insights

Optimism has turned to confidence, and Asset Managers and Private Equity leaders are increasingly bullish about the prospects for their company and the wider industry.

In this rapidly changing regulatory environment, KPMG’s 2025 Evolving Asset Management regulation report serves as an essential resource for navigating today's shifting asset management regulatory landscape.