Registered Fund Tax Advisors
13 fund tax advisors at 5 firms have bios that show a focus on registered funds (’40 Act).
Everyone here is listed from their firm’s own bio page, and nobody pays to be listed or to rank. Last verified Oct 23–24, 2026. How we check
- Partners
- 13
- all at partner level
- Firms
- 5
Fund tax advisors
Principal, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPEY
Boston, MA
Partner, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPEY
Boston, MAPractices: Hedge funds
Partner | Deloitte Tax LLPDeloitte
New York, NYPractices: Private equity funds, Hedge funds
Partner, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPEY
New York, NY
PartnerCohen & Co
Philadelphia, PA
- Leads with: Real estate funds. The practice the firm’s bio leads with.
Partner, Wealth & Asset Management, Ernst & Young LLPEY
Chicago, ILPractices: Private equity funds, Hedge funds
Principal, Financial Services Tax – Wealth and Asset Management, Ernst & Young LLPEY
Philadelphia, PA
Fund Tax and Accounting Firms, by partners listed
- Cohen & CoNew York · Cleveland · Milwaukee + 1 more5partners
- EYBoston · Chicago · New York + 1 more5partners
- DeloitteNew York1partner
- Grant ThorntonPhiladelphia1partner
- KPMGBoston1partner
About this list
What registered funds (’40 Act) work is
Funds registered under the Investment Company Act of 1940: mutual funds, ETFs, closed-end and interval funds, and their boards.
In sum
13 fund tax advisors at 5 firms are listed on this page. The 5 with the most: Cohen & Co (5), EY (5), Deloitte (1), Grant Thornton (1) and KPMG (1).
Questions
How many fund tax advisors does FundOpsHQ list?
13 partners at 5 firms. Last checked Oct 23–24, 2026. Each one is at partner level, and their firm's own bio page describes their work on registered funds (’40 Act) (the quote is on each profile).
Which fund tax and accounting firms have the most partners listed?
Cohen & Co (5), EY (5) and Deloitte (1), counting the partners each firm's own website lists.
Where are fund tax advisors based?
The cities with the most: New York (4), Boston (3) and Philadelphia (3).
What else do these tax advisors work on?
The practices they list most: fund tax (13), hedge funds (4) and private equity funds (3).
How does a fund tax advisor get on this list?
By being a partner, principal, shareholder or member whose firm's own website lists them for this work. FundOpsHQ reads each firm's public bio pages and dates every check. Nobody pays to be listed or to rank, and anyone listed can claim, correct or remove their profile. How the directory works
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Claim your profile from its page to add to it, or ask for a correction or removal. It is free; the claim link goes to your work email at your firm’s domain.
How claiming worksWho is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank. How the directory works