WHAT WE PROVIDE

At Ashland Partners, we take a multi-disciplinary approach to solving a wide range of client challenges.

Audit & Tax

FINANCIAL EXPERTS

Our audit and tax services are focused on solving the unique challenges of investment management firms, and their funds, and...

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SOC 1 / Internal Controls

INTERNAL CONTROLS

We offer the highest quality SOC 1 examinations and custom internal control services at a fraction of the cost of...

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Surprise Custody Examination

CUSTODY EXAM

We conduct surprise custody examinations on firms deemed to have custody under Rule 206(4)-2 of the Investment Advisers Act of...

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Cyber Security Solutions

SECURITY & TECHNOLOGY

We help clients make informed decisions to protect their IT systems and data.

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Agreed Upon Procedures

CUSTOMIZED

We conduct customized or narrow-scope consulting and agreed upon procedures engagements, based on each client’s specific needs.

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Vendor Due Diligence

RISK MANAGEMENT

Our due diligence services are designed to help compliance officers meet regulatory requirements and institutional client expectations.

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QPAM Exemption Audit

QPAM AUDIT

We conduct examinations of the Prohibited Transaction Exemption (PTE) 84-14 for plan assets transacted by independent Qualified Professional Asset Managers...

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