BPM Grows Alternative Investment Practice with Cayman Islands Office

SAN FRANCISCO, July 9, 2015 — BPM, one of the largest California-based accounting and consulting firms, adds another office under its belt with the launch of its Cayman Islands Office.

“We opened the Cayman Islands Office to meet the demands of our growing Hedge Fund and Alternative Investment Group,” said Brian Finnegan, Leader of the Firm’s Assurance Practice and Financial Services Industry Group. “The Cayman Islands is the world leader as a domicile for hedge fund managers, institutional sponsors, financial service firms and private equity investors.”

Finnegan and his team help clients manage the full range of issues that affect global businesses and investors, including:

• Annual audits of financial statements
• Examination reports of investment performance statistics
• Internal control reviews
• FINRA & SEC regulation and compliance
• Periodic Agreed Upon Procedure (AUP) Reports for verification of assets
• Service Organization Reports (SSAE 16)
• Structuring and tax planning
• U.S. tax reporting and compliance for funds and investors

“One of the advantages of working with BPM is our interdisciplinary approach to advising clients,” added Inna Merzheritsky, Partner in BPM’s International Tax Practice and a member of its Hedge Fund and Alternative Investment Group. “We possess in-depth knowledge of the financial services industry – key processes, challenges surrounding growth and performance, as well as planning and compliance issues.”

To learn more about BPM’s Financial Services Industry Group, click here.

About BPM
BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. It has served the San Francisco Bay Area’s emerging and mid-cap businesses, as well as high-net-worth individuals, since 1986. BPM has extensive experience in a broad range of industries including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The firm’s international tax practice is one of the largest on the West Coast and builds value for clients across the globe. The firm also has a well-recognized SEC practice, representing approximately 35 public reporting companies, mostly in the technology industry. BPM was named one of the Best Accounting Firms to Work For by Accounting Today and was recently named one of the Best Places to Work by the Silicon Valley Business Journal and San Francisco Business Times.