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Private Equity Funds

Private equity fund investing continues to evolve and adjust to meet the complexity and diversity of the asset class. New and emerging funds need to build optimal fund, cost and servicing structures, while existing funds face issues such as impairment recovery and loan loss reserves. Funds and investors need guidance from a strategic partner that knows their business. With decades of private equity fund experience, Armanino helps clients manage more compliant, efficient and successful funds.

Our Approach

Armanino has been providing services to private equity funds for more than 25 years, with a focus in real estate—both debt and equity structures. Combine that expertise with our technology and SEC practice, and we offer a suite of services perfectly suited for growing funds.

We take the time to understand your fund’s structure, industry concentrations and general investment criteria. Then, we go beyond the typical financial and tax reporting compliance you’d expect from a CPA to help funds strategically address initial structuring and setup, platform policies and technology requirements. We also have experts in-house to provide back-office general ledger support, valuation services and deferred-compensation planning. With Armanino, you know you are working with a firm that understands your fund’s most important issues.

What We Do




Private equity fund investors want their fund’s financials audited or reviewed by a knowledgeable firm. Armanino’s private equity fund experts deliver efficient and cost-effective audits and reviews, ensuring that financial statements are accurate and provide meaningful results to key stakeholders. We have deep expertise in loan-loss reserve analysis, loan refinancing and restructuring, fair-value accounting, differing forms of REO and real estate sales transactions.




We know how critical the timeliness of tax reporting is to your investors and the success of your fund. Armanino has the resources and expertise to meet your needs, no matter how complicated or demanding. Our experts address key concerns and identify strategic tax-planning opportunities throughout the year—not just during tax season.




We help private equity funds and their portfolio organizations maximize their operational efficiencies, automate key systems, integrate technologies, maintain regulatory compliance and more. Our industry expertise enables us to anticipate your needs, ask the right questions and develop effective solutions that help you achieve and maintain your competitive edge.


Our Team

Practice Leaders

Josh Nevarez


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