Big Firm Quality. Boutique Care.
Supporting alternative investment firms for over 30 years with a team of 30 plus. Offering audit, tax, and consulting.
Are You Starting a Fund, CTA, or CPO?
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Are you a broker dealer, introducing broker, or RIA?
We Can Help
Experience that speaks for itself.
Our team at Michael Coglianese CPA, P.C. includes former regulators and Big Four professionals who are often asked to speak on industry panels. We understand both the technical and practical sides of the alternative investment industry, which allows us to meet the highest professional standards while maintaining the accessibility and attention of a boutique firm.
Our client relationships are built on our reliability, care, and deep industry knowledge. Every engagement is handled by seasoned professionals who communicate clearly and deliver on time. That’s how we serve you, so you can focus on your core business.
Serving Clients Across Five Continents
Wen Newman
How We Can Serve You
Accounting
Here for you, for any question, at an affordable price.
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Audits & Assurance
Big Four caliber audits.
Always delivered on time.
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NFA Regulatory Compliance & Consulting
Expert advice to help you navigate every detail.
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Tax Preparation
Seasoned professionals optimizing your tax position.
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Our Clients
Our clients in the alternative investment industry range from start-ups to established firms, turning to us for our deep expertise and reliable service. We understand the regulations, reporting standards, and expectations unique to each sector, and we always deliver on time.
Futures Industry
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- Commodity pool operators & futures funds
- Commodity trading advisors
- Introducing broker, swaps & forex
- Future commission merchants
Hedge Fund & Securities Industries
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- Broker Dealers
- Hedge Funds
- Registered Investment Advisors – Custody
Cryptocurrency Industry
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- Cryptocurrency funds
- Cryptocurrency traders
- Cryptocurrency miners
Not-For-Profit
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- Charities
- Associations
- Religious organizations
Industry News
Need a Surprise Custody RIA Exam Partner? Why Boutique Firms Choose Coglianese
Nobody wakes up excited about a surprise custody RIA exam. You know it is coming sometime this year. You just do not get to know when, and that is sort of the point.
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How to Prepare for an NFA Exam: A Fund Manager’s Checklist
The fastest path to readiness isn’t a custom prep doc built from scratch. It’s the work NFA already asks every member to do each year.
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CPO vs. CTA: What Are the Different NFA Compliance Requirements?
Each step pulls the firm further into dual-registration territory, and NFA compliance treats the two roles as separate regimes with separate obligations. Registration, disclosures, reporting, recordkeeping, supervision.
What Is an NFA Audit and What Should You Expect?
NFA usually gives about two weeks’ notice by phone, though some exams arrive unannounced. Either way, the firms that handle it well are the ones that didn’t wait for that call to get organized.
April Showers Bring Compliance Powers
April has not handed alternative managers one sweeping mandate. It has handed them five directional clues, which is the more useful outcome if you know how to read them.
Decoding Your K‑1 Form: Line‑by‑Line Guide for First‑Time Investors
The K-1 form exists because partnerships don’t pay their own taxes. You do. The form reports your share of the fund’s income, deductions, credits, and other tax items directly to the IRS.
Partner with a team you can count on, year after year.
We’re here to serve you as your partner. To get started, fill out this form, and we’ll be in touch with you soon.
Lincolnshire Office
Michael Coglianese CPA, P.C.
300 Tri State International
Suite 180
Lincolnshire, Il. 60069
630.351.4005
info@cogcpa.com