Richey May Alternative Investments Blue Mountain Range
Alternative Investment

Financial Statement Templates for Funds

Oct 14, 2025

At Richey May, we believe our job is to make your life easier and we’re committed to your success in the industry. For that reason, we have prepared 2025 pro forma financial statement templates for our clients and friends in alternative investments. Five versions will be available, tailored for hedge funds, private equity and venture capital funds, digital asset funds, special purpose vehicles, and IFRS financial statements. We recommend using these as a reference as you prepare your financial statement this year.

  • 2025 Hedge Fund Financial Statement Template
  • 2025 Private Equity and Venture Fund Financial Statement Template (coming soon!)
  • 2025 Hedge Fund (Digital Assets) Financial Statement Template (coming soon!)
  • 2025 Special Purpose Vehicle Financial Statement Template (coming soon!)
  • 2025 IFRS Financial Statement Template (coming soon!)

We hope you find these templates useful. As you prepare for next year, keep in mind our range of services for the Alternative Investments Industry. If you have any questions please contact Stephen Vlasak. 

 

Previous Yearly Templates:

 

2024

2023

 

Tags: Financial Statement Template, Tax

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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