We also regularly work with investment funds and fund administrators nationwide. We have a specialized team that is skilled in investment valuation. Louis Plung & Company offers a range of services to our investment fund clients including financial statement audits, tax compliance, tax planning related to fund partners, consulting related to complex securities and structuring, and tax withholding calculations related to Foreign Investors.

Louis Plung & Company also provides support for quarterly or monthly reporting for the funds including analysis of portfolio investments, internal rate of return (IRR), capital account maintenance and performance reporting.

Our experience with investment funds includes but is not limited to the following fund types:

  • Private Equity funds
  • Offshore and international funds
  • Master-feeder funds
  • Hedge funds
  • Fund-of-funds structure
  • Venture capital funds


We want to hear from you.

Our industry specialists are equipped with the breadth and depth of knowledge to assist your business needs. We look forward to your questions and comments.

Investment Funds