About

Ashland Partners is a specialty CPA firm registered with the PCAOB. Founded in 1992, Ashland Partners’ sole focus is on the investment management industry, providing the following services:

    • GIPS Consulting and Verification
    • Strategy and Model Examination
    • SOC 1 Examination – Type 1 and Type 2
    • ISSAE 3402 – Type 1 and Type 2
    • Internal Audit Assistance
    • Financial Statement Audits
    • Tax Services
    • Surprise Custody Examinations
    • QPAM Exemption Audits
    • AML Consulting
    • Cyber Security Services
    • Vendor Due Diligence
    • Consulting

During its twenty three plus years of service, Ashland Partners has gained broad-based experience servicing clients that employ a wide array of investment strategies, including asset classes beyond the traditional, such as private equity, real estate, hedge funds, and other niche alternative asset classes.  Ashland Partners conducts over 800 engagements for worldwide clients responsible for $5.6 trillion in assets under management.

In addition to Ashland Partners’ headquarters in Jacksonville, OR, Ashland Partners has offices in Boston, Chicago, Denver, and New York.  International offices include Shanghai, Seoul and Tokyo.

What differentiates Ashland Partners from the others?

As the industry leader, Ashland Partners is able to leverage its knowledge of industry issues and best practice to provide solutions to clients.  Ashland Partners’ clients span every asset class and distribution channel, putting Ashland Partners at the forefront of a rapidly changing industry.  Through thoughtful leadership and a thorough understanding of the GIPS standards and accounting requirements, Ashland Partners is able to provide sound advice and consultation to clients that solve their unique issues within the scope of industry best practice.

All of Ashland Partners’ senior employees have significant experience working in the investment industry, many specifically in performance measurement and attribution. This experience yields an understanding of the challenges and issues faced by investment managers far beyond what an accounting firm would normally understand. Ashland Partners has made significant investments into technology for use by clients as well as to preserve confidentiality and data security.

As the largest performance attestation firm, Ashland Partners has made significant investments in technology for the purpose of delivering an efficient process while maintaining industry-standard security for client data.

As the oldest verification firm, Ashland Partners has refined it’s process over time, to not only meet, but to exceed the requirements of the GIPS standards and of the AICPA attestation standards.  Building on its experience, Ashland Partners has developed a process that is an efficient, risk based approach to maximize client resources while mitigating issues that may arise.

As a CPA firm, Ashland Partners’ opinions must adhere to the GIPS standards as well as the AICPA Attestation guidelines. Unlike non-CPA verification firms, Ashland Partners must meet requirements for ongoing education and public licensing while undergoing mandatory peer reviews at least once every three years.

Advantages of a CPA firm:

  • Professional assurance training/education/and standards adherence
  • Public certification and licensing
  • Peer Review – Verifying the Verifier
  • Mandatory quality control procedures and continuing education
  • Personal liability for owners
 
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