Hedge Funds, Private Equity & GP Advisory
Ablamsky & Company advises hedge funds, private equity firms, venture capital funds, management companies, general partners, and their principals on sophisticated tax planning and compliance. Our investment management clients collectively manage more than $100 billion in assets, and we have extensive experience advising some of the industry's most prominent managers and executives.
Our services span the entire investment platform, from fund formation and partnership taxation to the personal tax planning of founders, partners, and investment professionals. We understand how fund entities, management companies, carried interest, and individual tax planning intersect, allowing us to deliver coordinated advice across every level of the structure.
Whether launching a new fund, managing an established platform, or navigating a significant transaction, our team provides technically sophisticated guidance on partnership taxation, fund structuring, carried interest, K-1 reporting, state tax planning, and complex individual tax matters.
Who We Serve
We work with investment management organizations at every stage of development, from emerging managers launching their first fund to established firms operating complex, multi-entity platforms. Our clients include:
Hedge funds
Private equity and venture capital funds
Fund-of-funds
Management companies and investment advisers
General partner and carried interest entities
Fund founders, partners, and investment professionals
How We Help
Our investment management tax services include:
Federal, state, and local tax compliance
Partnership taxation and complex allocations
Fund, management company, and general partner structuring
Carried interest planning and Section 1061
State pass-through entity taxes
New York City Unincorporated Business Tax
K-1 reporting and investor tax matters
Estimated tax planning for partners and principals
Tax planning for fund launches, restructurings, and significant transactions
Coordination with fund administrators, attorneys, and internal finance teams
Integrated Advice Across the Investment Platform
Tax decisions made at one level of an investment management organization often affect the entire structure. Fund allocations may influence general partner economics, management company decisions may affect the individual partners, and state and local tax considerations may extend across multiple related entities.
Our integrated approach allows us to advise the fund, management company, general partner, and individual principals in a coordinated manner. By understanding the complete structure, we can identify issues earlier, reduce inconsistencies, and develop practical strategies that account for both the business and personal tax consequences of important decisions.
This perspective is especially valuable when launching a fund, admitting or compensating partners, structuring carried interest, expanding into new jurisdictions, or planning for a significant transaction. Our goal is to provide technically sound advice that works across the entire investment platform.
Speak with an Investment Management Tax Advisor
Tell us about your tax matter. We'll contact you within one business day to discuss how we can help