The Architecture of
Financial Integrity.
Marshall Strategies was founded on a singular premise: that high-growth capital environments require more than just accounting—they require financial engineering led by practitioners with institutional pedigree.
To provide the regulatory scaffolding and strategic financial leadership necessary for fund managers and developers to scale with absolute compliance and operational clarity.
Headquartered in New York, we serve as the outsourced CFO and compliance arm for over $700M in managed capital across real estate and tech verticals.
Practitioners, not merely advisors.
Years Combined Experience
Financial engineers who have navigated multi-billion dollar funds through complex SEC regulatory environments. We architect capital security with institutional precision.
CPAs
Senior-level accrual specialists focused on GAAP-compliant integrity for complex entity structures.
CFAs
Architects of capital modeling, valuation logic, and institutional waterfall distributions.
Legal Counsel
Regulatory gatekeepers ensuring every SPV and capital raise aligns with SEC Reg D mandates.
Senior Bookkeepers
The operational engine – meticulous execution of day-to-day accounting with institutional rigor.
Only the top 1% of financial engineers meet our debossed standard.
The Architects of Fiscal Authority.
Alexander Marshall
CPA, Managing Director
"Integrity in fund management isn't found in the ledger—it's engineered into the very architecture of the compliance framework."
With over 22 years of experience in institutional asset management, Alexander has overseen the regulatory compliance for more than $3.5B in aggregate capital raises. Formerly a Senior Controller at a Tier-1 private equity firm, he founded Marshall Strategies to bring institutional-grade CFO oversight to the middle market.
Sarah Jenkins
CFA, Senior PartnerSarah architects the operational flow for our multi-entity management clients, specializing in GAAP-compliant treasury systems.
David Chen
JD, LLM ComplianceA specialist in private placement exemptions, David ensures every fund structure meets rigorous SEC and state regulatory mandates.
Elena Rodriguez
CPA, Senior DirectorElena leads our fractional CFO division, bridging the gap between growth-stage bookkeeping and institutional investment readiness.
Precision Alliances.
Institutional Reach.
SEC Defense Counsel
Tier-1 regulatory litigation specialists with former commission experience.
Tax Strategists
Cross-border optimization and complex structural advisory for high-yield vehicles.
Fund Custodians
Secured institutional-grade vaulting and real-time settlement reporting.
M&A Brokers
Discreet buy-side and sell-side mandates for mid-market acquisitions.
Audit Firms
Rigorous compliance and transparency reporting for institutional stakeholders.
Reg-Tech Providers
Next-generation automated KYB/KYC and jurisdictional monitoring solutions.
We integrate seamlessly with existing advisory teams or deploy our preferred specialists.
Ready to architect your
financial infrastructure?
Schedule a confidential consultation with our team. We'll assess your compliance landscape and outline a path to institutional-grade financial operations.