Sam is a tax partner and a member of the Asset Management Practice in BDO’s San Francisco
office. Sam has over 16 years of experience serving alternative investment funds including
hedge, private equity and venture as well as RIAs. He currently consults his clients
on a variety of tax-related structuring and compliance related issues including transaction
tax implications, foreign tax matters, management company consultation related to
changes in ownership and individual tax planning and optimization strategies.
Prior to joining BDO, Sam co-founded Strata Fund Solutions, a fund administrator serving
hedge, venture and private equity fund complexes. At Strata, Sam assisted a multitude
of clients from start-up phase to multi-billion dollar, multi-strategy
complexes. In addition to managing his fund clients’ daily administration and yearly
tax requirements, he consulted clients in building out their back office infrastructure
including accounting systems integration, service provider selection and investor relations
protocol. He also consulted clientele on SEC compliance and on overall operational
integrity issues.
Sam’s practical industry experience includes a tenure as CFO at a multi-strategy investment
firm in New York. There, he oversaw all accounting and operating functions including
monthly financial statement preparation, coordinating the annual audit process, overseeing
the tax filings, investor relations and coordination with service providers.
Sam is technically proficient and well-versed in several tax, accounting and G/L related
software systems as well as their practical applications in solving day-to-day issues
his clients face.
Sam’s public accounting experience began in San Francisco working for Arthur Andersen
and, most recently, with KPMG where he focused exclusively on investment partnerships.