Financial, Regulatory & Investor Reporting

Reporting built for scrutiny

We help alternative managers strengthen regulatory and investor reporting – across SEC, statutory, ESG and investor-facing formats.

Services

How we help clients seize opportunities, maximize value and build resilient, high-performing businesses

Service

ESG Reporting

Service

Fund & Investor Reporting

Service

Global Statutory Reporting (GSR)

Service

Insurance Reporting

Service

SEC, Financial, & Management Reporting

Meet our capability experts

View Jonathan Balkin Bio
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Jonathan Balkin

Head of North America and Global Head of Private Equity and Credit Client Segments

View Emily Salter Bio
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Emily Salter

Global Head of Finance, Accounting & Operations Practice

View Jason Almeida Bio
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Jason Almeida

Global Head of Limited Partner Services Practice

View Dan Bassett Bio
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Dan Bassett

Head of Real Assets Client Segment, North America

Other capabilities

Budgeting & Forecasting
Capability

Budgeting & Forecasting

Budgets that keep pace

Financial Consolidation & Close
Capability

Financial Consolidation & Close

A close that keeps up

Management Company Operations
Capability

Management Company Operations

Run the business like a business

Contact Us

Get in touch

Have a question? Ready to talk? Message the Alpha team and we’ll get right back to you.