People sitting around a table

OUR PRIMARY AREAS OF FOCUS ARE:

OUM’s financial services group is dedicated to serving private equity funds, hedge funds, venture capital funds, investment advisers, broker-dealers, fund administrators, asset managers, investment partnerships, and investment management firms. We assist start-ups and established entities, including master/feeder funds, funds of funds and other entities with complex structures, including offshore funds.

OUR EXPERIENCE ENABLES US TO PROVIDE THE FOLLOWING SERVICES:

  • Assurances services (Focus and SIPC Reports, Agreed-upon procedures)
  • Audits of financial statements and capital accounts
  • Tax compliance, planning, and consulting
  • Business continuity (succession) plans
  • Business process outsourcing (accounting & bookkeeping)
  • Financial due diligence for business combinations
  • Forensic accounting investigations
  • Fraud detection and prevention
  • Internal controls analysis, review, and design
  • Income tax provisions and analysis of uncertain tax positions
  • Mergers and acquisitions
  • Operational reviews
  • Review of computations of net capital and reserve requirements
  • Review of profit and loss allocations to investors
  • Technology consulting
  • Audits of 401K Plans

LEAD CONTACTS

Warren Chung
Warren ChungPartner – Tax Services
Clara Fong
Clara FongPartner - Assurance & Advisory
Mustafa Kagalwala
Mustafa KagalwalaIT Advisory Director
Scott Miller
Scott MillerPartner - Assurance & Advisory
Chris Millias
Chris MilliasPartner - Assurance & Advisory
Doug Pallotta
Doug PallottaPartner - Assurance & Advisory
Darwin Pangilinan
Darwin PangilinanPartner - Assurance & Advisory
Brad Weisert
Brad WeisertPartner - Tax Services