Ashland Partners

Ashland Partners is a PCAOB registered, specialty CPA firm providing due diligence solutions to the investment management industry. Ashland Partners’ hallmarks are innovation and service dedicated to supporting clients as they provide transparency and assurance to their current and prospective clients. Ashland Partners has continued to broaden its roster of services to leverage the firm’s unique understanding of the investment management industry to meet the ever-changing needs of our clients.

We invite you to learn more about our firm and our Partners and their experiences, and their roles in supporting a successful and efficient engagement for our clients.

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Our Services


Internal Controls

Ashland Partners' provides SOC 1 examinations and customized internal control services to investment management firms to meet the requirements of...

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Audit & Tax

Financial Experts

Ashland Partners' provides traditional audit and tax services to investments management firms and funds to meet the requirements of industry...

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Custody Examination

Ashland Partners' provides surprise custody examinations for firms who are deemed to have custody per Rule 206(4)-2 (the "Custody Rule")...

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Cyber Security

Financial Experts

Ashland Partners’ suite of cyber security services are designed to help CCOs meet regulatory and institutional client expectations. Ashland Partners’...

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And Agreed Upon Procedures

Ashland Partners can conduct customized or narrow scoped consulting and Agreed-Upon Procedures engagements designed to meet specific needs of the...

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Our Team

Carrie Zippi

Managing Partner

Scott Cosentine


Melvin Ashland

Partner Emeritus
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Our Clients

We provide a variety of audit, assurance, and consulting services focused on the investment management industry to a diverse client base with across the United States and key financial markets around the world.

Our clients manage all types of strategies with a variety of client types, including institutional clients, high net worth individuals, charitable organizations, pension and profit sharing plans, retail investors, state or municipal government entities, mutual funds, private funds, insurance companies, and banking or thrift institutions.

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