Ancillary Tax Services

Spicer Jeffries’ tax department prepares tax documents for individuals and entities across the United States, in the Cayman Islands, and around the globe.  Our client base spans numerous business segments and Spicer Jeffries understands that our client's businesses and private...


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Robert YurglichManaging Partner


Sean P. TafaroAudit Partner


Spicer Jeffries LLP provides professional services to over approximately 1,000 alternative investment funds.  These funds range in size from under $1 million to over $3 billion in assets and are located throughout the United States and various offshore jurisdictions.  The firm’s partners have been servicing the alternative fund industry since the mid-1980s.  During that time, the firm has built a reputation as being one of the nation’s top-ten firms in the space.  Our unique understanding of the needs of emerging to seasoned managers allows us to provide the services you require while maintaining a robust client service experience.  Regardless of where your fund is in its life cycle, we have the solution for you and your investors.

Due to our vast knowledge and expertise, we have the personnel to service start-up funds employing friends and family capital to seasoned institutional level multi-billion dollar funds utilizing stand-alone funds, mirror domestic and offshore funds, master-feeder and mini-master arrangements and fund of fund entities.  We can conduct audits of funds registered with the Cayman Island Monetary Authority through our Cayman firm, Spicer Jeffries (Cayman).  In addition, we are an approved auditor for the Bahamas and the British Virgin Islands.

Our alternative fund practice encompasses hedge and commodity funds, private equity funds, real estate funds, venture capital funds, and registered funds including mutual funds, actively and indexed exchange traded funds and commodity pools registered under the Securities Act of 1933.

Emerging Manager Solution

August 9, 2019

Spicer Jeffries’ partners have been involved with newly launched hedge and commodity funds, both registered and unregistered, as well as private equity funds and mutual funds, since the mid- 1980s. With years of previous accounting work experiences between them, and a bold decision to focus efforts on the securities industry,...


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