Private Funds

The latest SEC Private Fund Rules have created a new level of compliance that registered investment advisors of private funds must meet before 2025. With HORNE, managers of venture capital, hedge, private equity, real estate and other funds will find the expertise and capabilities they need to ensure compliance and maintain transparency on the road ahead.

Matt Walker

“Years of experience in working on the client side gives us an understanding of the investment advisor’s world that goes far beyond what most CPA firms can offer.”

– Matt Walker, Director

Manage risk and compliance while strengthening operations.

Fund Audit and compliance

As a PCAOB Registered firm, we meet the full requirements to deliver the oversight mandated by the latest SEC Private Fund Rules. With HORNE, private fund investment advisors have access to the independent third-party auditing expertise they need, from a resource whose culture places a high priority on agility, cost-efficiency, communication and customer service.

Tax Compliance

We help you demonstrate your commitment to protecting investor interests by providing thorough and reliable financial reporting from an objective third party. Our position as a Top 25 CPA firm ensures that you have the depth, quality and scope of services you need to address any and all tax and fiduciary requirements that you may encounter.

Advisory Services

In addition to helping you achieve regulatory compliance, we offer a full range of consulting and advisory services for private fund managers and advisors — from putting processes and controls in place to improve transparency, to documenting compliance policies and procedures, to providing independent third-party valuation services when warranted.

How to Prepare for Your First Private Fund Audit

Read about our six steps you can take to better position yourself for the audits, valuations and ongoing reporting needed to ensure compliance. 


Acceleration & Growth

HORNE’s acceleration and growth services help you stay ahead of the change with our technology, people, process and experience solutions.


Talk to an expert today.