Investment Management Industry


BBD's Investment Management Group To Be Acquired By Cohen & Company

We are pleased to announce the exciting news that our firm’s Investment Management Group will be acquired by Cohen & Company. 

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The Boutique Audit
and Tax Solution

for the Investment
Management Industry

We currently provide audit and tax
services for more than 120 fund complexes, both registered and private, comprising approximately 450 products. Fund complexes that we serve range in size to more than 40 funds, and net assets range in size from start-up funds to more than $17 billion. Our broad range of investment management industry expertise includes funds of virtually all investment strategies. Through our affiliate, BBD Cayman, we provide audit services for offshore funds.

Investment advisors and broker-dealers rely on BBD for audit and tax services. We also provide GIPS® and other performance verification services as well as surprise custody examinations for investment advisors.

BBD also offers SOC (System and Organizations Controls) examination services for the fund accounting, alternative investment accounting, and transfer agent functions of industry service providers.


Major Changes to Mutual Fund and Exchange-Traded Fund Shareholder Reports

The Securities and Exchange Commission has adopted rules and form amendments that are designed to require mutual funds and exchange-traded funds (“ETFs”) to transmit concise and visually engaging annual and semi-annual reports to shareholders. The updated approach to funds’ shareholder reports will highlight key information that is particularly important for retail investors to assess and monitor their fund investments.

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Chosen as the Best ETF Auditor

BBD was selected by industry peers as the Best ETF Auditor in the 2021 ETF Express US Awards. Voting for the awards was conducted via an online survey of ETF Express readership.

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Starting a Fund or Considering an Auditor Transition?

Reach out! We'd love to speak with you. 

Contact BBD


What Our Clients Are Saying

The BBD client experience is not just a promise in a proposal.

At BBD, we survey our clients regularly.  Monitoring and measuring the value of the BBD client experience on a consistent basis helps us to make improvements that have immediate impact.

The results of our surveys confirm that our clients value collaboration and partnership as much as we do, and that we are delivering on our commitment.

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Setting the PACE
For the Client Experience

Our values drive everything we do at BBD and differentiate us in the commoditized world of audit and tax services.  BBD's professionals are passionate about the distinct industries we serve; authentic in our relationships and communication with our clients; and collaborative in navigating our clients' challenges.  Our commitment to living these BBD core values enables us to deliver an exceptional client experience. We're setting the PACE for client experience quality.