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Audit & Tax Services

Ashland Partners is proud to serve the investment industry and appreciates your interest in our services. Please fill out the form below and a member of our expert team with contact you shortly.
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Contact Information:

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Entity Details:

To expedite your proposal, please answer the questions below. 

Which of the following are included in this request for pricing? (Check all that apply)
Which of the following are included in this request for pricing? (Check all that apply)
Name of the Funds' investment advisor, if different from above.
How many Funds are subject to this request for pricing?
If the Funds don't have a 12/31 year-end, please indicate the fiscal year-end:
Are the Funds unitized?
Do the Funds have multiple, different LP classes and fee structures?
Compared to your most recent ADV, has there been any change in legal structure, Advisors, # of investors, custodian/admin, etc. during the year?  If so, please indicate below:
Does the Fund invest in, or anticipate investing in any Level 3 investments?
If yes, are valuations performed by an independent 3rd party?
Does the Fund invest in derivatives?  If so, indicate type.
Have there been any contributions and/or distributions of securities or other investments?
If yes, are any of the investors (partners/members) foreign individuals or entities?
If yes, does the Fund invest in foreign securities?
If yes, do any of the partners/members have unique Profit/Loss allocations?

Other Notes/Comments:

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How do you prefer we contact you?
If available, please provide a copy of the Funds' most recently issued audited financial statements.
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