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Scott C. Price

317.580.2097

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alternative investments

capital advice.

In today’s economic market, it is imperative to look at the investment landscape through a different lens. The uncertainties of the stock market, along with low interest rates, have led to a proliferation of alternative investments. At Katz, Sapper & Miller, our alternative investment experts have the insight to help you understand the risks and opportunities of these investments and navigate through the related compliance requirements.

KSM has considerable experience in alternative investments and private equity. We work with multiple clients whose domestic and foreign alternative investment strategies include hedge funds, funds-of-funds and private equity funds. We conduct audits of financial statements, consult for partnership agreements and private placement memoranda, and perform surprise examinations as allowed for under the Custody Act. Additionally, we consult on alternative investments and their related tax implications as well as other strategic services. We also provide private equity funds with the support they need for development and growth.

The alternative investment industry is filled with both opportunity and risk. Our bottom line is helping you make the right decisions that will allow you to take full advantage of your investment opportunities.

Our clients include:

  • Hedge funds
  • Funds-of-funds
  • Private equity funds
  • Registered Investment Advisors
  • Broker-dealers