Halpern & Associates

At Halpern & Associates, LLC, we provide Administrative, Accounting and Management Advisory Services to broker-dealers, onshore and offshore hedge funds and investment advisors. The scope of our services includes providing organizational structure, operational efficiencies, and compliance reporting requirements to financial managers while keeping them educated on emerging issues that will impact them.

Halpern & Associates, LLC is a member of the American Institute of Certified Public Accountants (AICPA), the CT Society of Certified Public Accountants (CSCPA) and is Public Company Accounting Oversight Board (PCAOB) certified.

Company details



Year founded


Company size

11-50 employees


Hedge Fund Administration, Broker Dealer Financial Services, Person & Corporate Tax Preperation, Certified Auditing, Bookkeeping Services, Small Business Consulting, and Outsourced Executive Services