Outsourcing for Asset Management
Empower your business with tailored financial and operational back-office support for registered investment advisers (RIAs) encompassing fund administration, AML compliance, cybersecurity, HR administration, compensation planning, accounting, tax and more.
Outsourcing for Asset Management
Comprehensive business support solutions for investment advisers
At Baker Tilly, we offer a bespoke suite of business support services, designed to meet the unique needs of investment advisers, including private equity, venture capital, multi-strategy and real estate funds. Our comprehensive managed services solutions are developed specifically to meet your fund’s needs, encompassing fund administration outsourcing, accounting, tax, valuation, human resource administration, compensation planning, cybersecurity and anti-money laundering (AML) compliance.
With our asset management specialists navigating the sophisticated financial reporting and compliance requirements of complex fund structures, multi-strategy investments, offshore and institutional investors and more, you can shift your focus from operations to growth, elevating your investments to greater heights.
Benefits
Our suite of services captures your organization’s essence of growth, progress and ability to achieve new levels of success. With our versatile team leading the way, you can focus on your path forward, driving financial growth, operational efficiencies and streamlining back-office functions.
Scalability
Our services are designed to adapt and expand as your business grows and your needs evolve. You will have access to a national talent pool and advanced technologies, driving innovation and improving overall operational performance. Our dynamic staffing model has enabled fund managers to quickly adapt to market and regulatory changes, helping them grow and seize new investment opportunities.
All-inclusive vendor services
Simplify management of your operations with a single point of contact in the U.S. This individual will be your subject matter expert, coordinating the delivery of all services within Baker Tilly and other key stakeholders, providing seamless communication and exceptional client service. Having one dedicated provider and contact eliminates the hassle of managing multiple vendors, freeing up valuable time to concentrate on your strategic initiatives.
White glove assistance
Experience a hands-on, customized approach that simplifies running your business. Our experienced professionals handle every aspect of your operations with care and precision. We will approach your business with an industry-specialized lens and provide solutions tailored to your specific business challenges and goals, allowing you to focus on delivering the investment performance your investors expect.
Specialty offerings
Our specialty services go beyond typical fund administration, helping your fund excel in the complex investment adviser landscape. We offer due diligence, AML/KYC compliance, cybersecurity and enhanced data analytics. As a leading accounting, tax and advisory firm, our consultative approach provides customized solutions you need today, while informing you of emerging developments to advance your business objectives.
Comprehensive support
Our specialty teams work together seamlessly to provide a full spectrum of financial and operational services tailored to your specific back-office needs. We approach our client relationship holistically as your team member, not an individual vendor, which will enhance your operations, bolstering investor confidence.
Technology
Through leading technology, our industry specialists can transform your external and internal reporting, streamline financial processes and provide enhanced data visibility and analytics. Our tech-enabled solutions save time, reduce costs and drive growth and profitability. Experience the future with our tech-enabled solutions that not only save time and reduce costs but also drive growth and profitability.
Services
Baker Tilly’s suite of back-office financial and operational support services can be tailored specifically to meet your organization’s unique needs.
With Baker Tilly as your fund administrator, you and your organization will be able to confidentially focus on what you do best — deploying capital, managing investments and building investor relationships — while we handle the rest.
Baker Tilly specialists are on top of changing tax laws, regulations and the advantageous tax moves investment advisers can take while structuring transactions and navigating tax implications, both domestically and internationally, including state and local tax complexities like pass-through entity compliance and multistate nexus.
Baker Tilly’s human resources and capital managed services will help you determine the best model for delivering human resource (HR) services to your employees, including navigating the complex tasks of payroll processing and waterfall calculations.
With our dedicated specialty services, you can count on our experience, knowledge and objectivity in addressing your organization’s needs.
- Anti-money laundering (AML) solutions
- Buy/sell agreements
- CFO advisory
- Cybersecurity
- Data solutions
- Digital assets
- Digital solutions to improve workflow including artificial intelligence (AI), systems integrations and robotic process automation (RPA)
- Digital strategy
- Due diligence
- Forensic accounting
- Internal audit
- Mergers and acquisitions (M&A)
- Real estate valuation services
- Transaction advisory
- Valuations
Featured specialties
CFO Advisory Services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the office of the CFO faces.
Benefits & Compensation
Every day, companies are aware of the pressure and need to attract, retain and motivate top talent, but struggle to understand how to develop effective strategies and launch initiatives that will engage their workforce.
State & Local Tax
Our state and local tax services professionals offer specialized expertise to help businesses and individuals understand increasingly complex state and local tax rules.
Private Equity Fund Administration Services
With Baker Tilly as your fund administrator, general partners are able to confidently focus on what they do best — deploying capital, managing investments and building investor relationships.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Federal Tax
Baker Tilly offers specialized federal tax management services including compliance and planning expertise to help businesses optimize value while minimizing their tax burden.
Financial Crimes Solutions
Protect your organization, your customers, your community and the global economy. Bringing together BSA/AML/KYC/CFT solutions and investigative experience to strengthen your control environment, prevent and detect financial crimes and reduce regulatory risk.
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
Private equity fund administration services
Baker Tilly’s private equity fund administration services group provides fund administrators comprehensive services including fund accounting, financial reporting, CFO advisory and general back-office consulting for investment firms. Utilizing a CPA firm for your fund administrator means that you’ll have access to tax planning, HR services and other specialty services, all under one roof and your contact based in the U.S.
Our professionals
