About O’Connor Davies Financial Services (ODFS)
Providing consulting and advice for your investment firm and specializing in hedge funds, fund of funds, private equity firms, investment companies, banks and brokerage firms.

ODFS is a division of the independent public accounting firm O’Connor Davies Munns and Dobbins, LLP, which was founded in 1891 and is one of the largest accounting and consulting firm in the New York Tri-State area.

Using risk management and compliance as a competitive differentiator.

In today’s complex operating environment, investors and regulators demand sound risk management and business practices. ODFS’ unique approach to risk management is designed to help our clients attract new capital, make more money and increase the enterprise value of their firms.

ODFS is uniquely positioned to serve the investment industry because of its proven, firsthand knowledge of heightened scrutiny and regulation, increasingly complex financial products, interrelated and ever-changing markets and important industry trends. ODFS’ team of consultants possesses decades of experience in helping investment firms establish meaningful and effective policies and procedures. In today’s challenging times, ODFS is your bridge between market expectations and sound business practices of the investment firm.

Our dedicated team of consultants has experience, expertise and extensive knowledge in:

• Audit and tax
• Business continuity / disaster recovery planning
• Due diligence, compliance and investor communications
• Fund start-up strategies, structuring and advice
• Investment performance verification and examination, compliance and annual SEC compliance reviews, and related auditors’ reports, and
• Risk management and due diligence, assessment and verification.