Fund Manager Focused
Our firm was built to serve the specific needs of managers of start up, and emerging, investment partnerships. This includes: hedge funds, commodity pools, private equity funds, etc.
While the complexity of certain funds, or investor demands, can require a large auditor to be used. We have carved out a unique niche in providing a cost-effective alternative for funds from inception up to $50 million of assets under management.
We feel strongly that we have built the best value proposition for this market. Top-quality knowledge with hands-on customer service.
While we do have limits on the number of clients we can accept, we are always looking to meet existing managers or individuals considering setting up a fund. These meetings allow us to determine how our knowledge and experience could help them achieve their goals.
If you’re interested in learning more we encourage you to take a look around our website, register for our mailing list, or feel free to contact me directly.
Feedback from Fund Managers
“Patke & Associates have been the auditor for our Fund since inception and we have been pleased with the entire team. They are reliable and efficient. We would highly recommend them.”
“Patke & Associates has been my Fund’s auditor and tax preparer for nearly five years and in that time they have proven themselves to be a trusted partner. I work directly with a number of their team members and have found them all to be dependable, goal orientated, resourceful and focused on providing quality service. Most importantly, their timely and professional tax preparation have been well received by my investors.”
“Patke & Associates have been a great partner and service provider to our fund since inception. They have given us timely, accurate, and effective audit and tax related services for several years, and I highly recommend them for your business.”
“Our Investment Firm opened for business in 2010. One of our highest priorities was to find an outstanding Audit Firm who would thoroughly and professionally audit the various hedge funds we created of our limited partners. After an extensive interview process, we engaged Patke. Four years later we couldn’t possible be more pleased. We work with Ron Niemaszyk and James Lensing. They are efficient, timely, polite, thorough and simply put, – the consumate professionals. Both men apply solid logic and intellect to the audit process. No stone is left unturned in confirming all our numbers – but they are fair and reasonable – a rare quality among auditors that we find refreshing and appropriate. I recommend Patke to any investment firm looking for a top-rate Auditor.”
“We have engaged Patke & Associates as our auditor for eight years, and could not be more pleased with their services. As an investment fund, it is absolutely essential that our partners receive the most accurate and thorough review of our annual operations. Ron Niemaszyk and Shana Sparber have provided our partners an exceptional level of comfort with their professional and diligent execution of our annual audits. It has been a pleasure working with them, and we look forward to many more years engaging their services.”