Asset management

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The asset management sector is seeing profound changes that will redefine the space. From rapid digital transformation and growing interest in digital assets to heightened regulations and emerging ESG practices, the industry is experiencing a seismic shift.  

These changes will affect business development companies and small business investment companies alike, along with commodity pools, hedge funds, private equity funds and venture capital. There will be new implications for registered investment advisors and regulated investment companies. Adapting successfully will require the industry to invest in technology, increase efficiencies and work with digital assets.  

In this environment, selecting the right advisory partner makes all the difference. RSM serves clients spanning all revenue categories, from start-ups to multi-billion-dollar entities. We understand the complexities the industry is up against. We’ll work closely with you on financial and regulatory compliance, general accounting and auditing, financial reporting and more. Optimal outcomes are our goal.

Asset management clients benefit from our specialized experience working with:

Business development companies face a range of complex issues. Valuations need to be accurate, fees calculated correctly, and risk properly managed to meet SEC requirements. We’re here to help you make informed decisions to maximize profitability.

RSM audit, tax and asset management consulting services

We help executives thrive by offering solutions focused on your goals and based on a deep understanding of your industry.

Where there are challenges, we see opportunities for growth

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