Spicer Jeffries
Spicer Jeffries is a Denver-based CPA firm founded in 1992 providing accounting, audit, tax, and consulting services to clients across the United States, with operational data indicating deep focus on alternative investment fund managers, broker-dealers, and institutional asset managers.
- Company typePrivate
- Founded1990
- HeadquartersDenver, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Spicer Jeffries does
Spicer Jeffries is a Denver-based CPA firm founded in 1992 that provides accounting, audit, tax, and consulting services to clients in the United States. Per firmographics, it employs 101-250 professionals and operates as a privately held for-profit entity. Note: the detailed operational data aggregated alongside this firm profile describes a substantially larger asset management practice with 500+ professionals, $35+ billion in AUM under audit, and 300+ broker-dealer relationships — scale indicators that materially exceed the firmographic headcount and suggest the underlying data may reflect a broader affiliated organization (the data references Cherry Bekaert LLP and its subsidiaries). This profile treats the aggregated operational signals as the source-of-truth for business description.
The firm provides comprehensive audit, tax, accounting, and advisory services to alternative investment managers and advisors across at least 13 vertical segments including hedge funds, private equity, venture capital, cryptocurrency and digital assets, commodities and futures, clean energy funds, real estate funds, private credit, fund of funds, SEC-registered funds, broker-dealers, wealth management firms and family offices, registered investment advisors, and institutional asset managers (sovereign wealth funds, endowments, pension funds). It has been ranked as a Top 5 US Hedge Fund Auditor by HedgeFund Alert and among the Top 15 Global Fund Auditors by Convergence, and has served alternative investment clients for over 30 years and emerging manager clients for over 40 years.
The firm's business model is relationship-based professional services delivery, monetized primarily through recurring annual audit engagements, tax planning and investor K-1 preparation, fund structuring and formation work, regulatory compliance support, and advisory engagements. It distributes through direct partner-led engagement, specialist practice groups, and referral networks. Revenue is generated via fee-for-service professional services engagements; pricing is not publicly disclosed. The firm has expanded its operating perimeter through wholly-owned subsidiaries including Cherry Bekaert Advisory LLC (tax and advisory), ArcherPoint Holdings LLC and related entities (Dynamics 365 ERP consulting), and Suite Engine LLC (real estate/construction software), and participates in the Allinial Global international accounting network. Marketing is conducted through content marketing, webinars, industry reports (including an annual U.S. Alternative Investments Market Report), email newsletters, and social media presence on LinkedIn, X, Facebook, YouTube, and Instagram.
Spicer Jeffries firmographics
Firmographics- Name
- Spicer Jeffries
- Legal name
- Cherry Bekaert
- Website
- https://WWW.SPICERJEFFRIES.COM
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Spicer Jeffries is a Denver-based CPA firm founded in 1992 providing accounting, audit, tax, and consulting services to clients across the United States, with operational data indicating deep focus on alternative investment fund managers, broker-dealers, and institutional asset managers.
- Ownership category
- akta.pro rank
Where Spicer Jeffries is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Markets served
Spicer Jeffries business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel
Distribution channels1 record
Marketing channels6 records
Spicer Jeffries product offering
Product offeringCore offering
Spicer Jeffries is a CPA firm that provides clients with accounting, audit, tax, and consulting services. Founded in 1992 and based in Denver, United States, the firm operates with 101–250 employees delivering traditional CPA-led professional services to business clients.
Differentiator
Problem solved
Functional benefit
Brands
- Emerging Manager Services: Specialized program established to help new fund managers achieve success, utilizing unique processes, procedures, and applied technologies.
- Choreo
Products and services
- Accounting Services Accounting services delivered to clients through a CPA-led engagement model. Intended for business clients requiring outsourced or advisory accounting support.
- Audit Services Audit services delivered to clients by the CPA firm. Intended for businesses requiring independent audit assurance engagements.
- Tax Services Tax services delivered to clients by the CPA firm. Intended for businesses requiring tax compliance and planning support.
- Consulting Services Consulting services delivered to clients by the CPA firm. Intended for businesses requiring advisory and consulting support beyond audit, accounting, and tax.
Quantifiable outcome
- Over $35 billion AUM under audit
- +4 more outcomes
Companies that use Spicer Jeffries
Customer profileSegments14 records
Ideal customer profiles1 record
Spicer Jeffries technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Spicer Jeffries partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Allinial GlobalminorIndependent accounting and consulting firm network member enabling global reach and collaboration with member firms worldwide
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Spicer Jeffries competitors and assessment
Company assessmentDirect peers
- EisnerAmper: Mid-tier accounting and advisory firm with a large dedicated alternative investment practice covering hedge funds, PE, VC, and private credit. Directly comparable in customer base (asset managers and fund-of-funds) and service mix (audit, tax, advisory).
- CohnReznick: Top-tier advisory and accounting firm with a strong alternative investments practice serving hedge funds, PE, real estate, and fund-of-funds. Comparable in niche specialization and PCAOB-registered audit capabilities.
- Withum: Mid-sized accounting firm widely recognized for its hedge fund and investment partnership practice, with deep emerging manager relationships. Directly comparable target customer (alt investment funds) and service offering (audit, tax, advisory).
- Marcum LLP: Major mid-tier US accounting firm with one of the largest hedge fund practices in the country. Directly comparable in serving emerging and established hedge fund managers with audit, tax, and advisory services.
- Anchin, Block & Anchin: Mid-tier New York-based accounting firm with a recognized hedge fund and investment management practice. Comparable in customer base (alternative investment funds) and focus on audit and tax services for asset managers.
Broad incumbents
- BDO USA: Top-5 US accounting firm with a dedicated alternative investment practice; broader portfolio of services and larger scale than Spicer Jeffries, providing competitive overlap on fund audits and tax.
- Grant Thornton: Large mid-tier US accounting firm serving asset managers and broker-dealers; overlaps in audit and advisory to investment funds and is a more generalist competitor.
- RSM US: Mid-tier accounting firm with a financial services practice serving private equity, hedge funds, and broker-dealers; broader industry focus with overlap on alternative investment clients.
- KPMG: Big 4 firm with a substantial asset management audit practice; competes for larger fund mandates and institutional clients where Big 4 audit is required.
- Ernst & Young (EY): Big 4 firm with a global asset management practice; competes for the largest hedge fund, PE, and registered fund audits and pushes mid-tier specialists out of upper-end mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Spicer Jeffries social profiles
Digital presenceSpicer Jeffries financial estimates
Financial estimateRevenue estimate
Valuation estimate
Spicer Jeffries leadership team
Management profileNumber of profiles
Spicer Jeffries subsidiaries and ownership
Company hierarchySubsidiaries5 records
Spicer Jeffries funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Spicer Jeffries M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Spicer Jeffries
What does Spicer Jeffries do?
Spicer Jeffries is a CPA firm that provides clients with accounting, audit, tax, and consulting services. Founded in 1992 and based in Denver, United States, the firm operates with 101–250 employees delivering traditional CPA-led professional services to business clients.
Is Spicer Jeffries a public or private company?
Spicer Jeffries is a private company. It is classified as unknown and is currently operating.
When was Spicer Jeffries founded?
Spicer Jeffries was founded in 1990. It employs 101 to 250 people.
Where is Spicer Jeffries based?
Spicer Jeffries is headquartered in Denver, United States, in the North America region.
Who are Spicer Jeffries's main competitors?
Direct peers on record are EisnerAmper, CohnReznick, Withum, Marcum LLP and Anchin, Block & Anchin. Broad incumbents are BDO USA, Grant Thornton, RSM US, KPMG and Ernst & Young (EY).
Does Spicer Jeffries have an API?
No public API is recorded for Spicer Jeffries.