Fees by service line · Funds and investment vehicles

Fund, SCSp and SPV accounting fees in Luxembourg in 2026

Updated By , licensed accountant10077274

Fund or SPV accounting in Luxembourg starts at EUR 6,000 excl. VAT a year for an SCSp or an unregulated vehicle, with annual accounts from EUR 2,500 excl. VAT, investor capital accounts from EUR 150 excl. VAT per investor per year and periodic reporting from EUR 750 excl. VAT per cycle. We provide accounting and unregulated administrative support, never the functions reserved to an AIFM, a depositary, an authorised central administration or an approved auditor.

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How much does accounting for an SCSp or SPV cost?

Accounting for an SCSp or SPV costs from EUR 6,000 excl. VAT a year in Luxembourg for an unregulated vehicle with a limited number of investments and investors, annual accounts included from EUR 2,500 excl. VAT. The price follows the number of transactions, investors and investment lines, not the size of commitments.

Investment vehicle accounting, fees excl. VAT
ServicePriceUnit
Annual accounting of an unregulated SCSp or SPVfrom EUR 6,000Per year
Annual accounts of an investment vehicle (Lux GAAP)from EUR 2,500Per financial year
Investor capital accountsfrom EUR 150Per investor per year
NAV calculation or periodic reportingfrom EUR 750Per cycle
Investor reportingfrom EUR 500Per period
Closing file for the auditorfrom EUR 1,500Per financial year
FATCA and CRS filings of the vehiclefrom EUR 750Per year
Coordination with AIFM, depositary, lawyer, auditorEUR 150 to 250 / hTime spent, agreed annual budget

What does the fiduciary cover and what do regulated functions cover?

The fiduciary covers the vehicle's bookkeeping, annual accounts, capital accounts, tax returns and unregulated reporting; it does not cover portfolio management, the depositary function, central administration of a regulated fund or the audit of the accounts, which belong to CSSF-authorised professionals or approved statutory auditors.

FunctionWho performs itOur role
Bookkeeping, annual accounts, capital accounts, vehicle taxationFinancial Services LuxembourgExecution
Portfolio and risk managementAuthorised or registered AIFMNone; we take its instructions
Safekeeping of assets, cash flow monitoringAuthorised depositaryCoordination and reconciliation
Central administration of a regulated fund (RAIF, SIF, SICAR)CSSF-authorised administratorNone; we may assist the initiator upstream
Statutory auditApproved statutory auditorPreparation of the closing file

Mickaël LOC's take

The word fund attracts five-figure fees. An SPV with two investors and three investment lines is an SCSp with capital accounts, not a regulated fund; its accounting costs EUR 6,000 a year, not 25,000. The line that matters is the regulatory one, and we state it on the first call rather than let an initiator pay for a central administration he does not need.

How much does a real-estate SPV cost over a year?

A real-estate SPV holding one building and funded by four investors costs about EUR 10,300 excl. VAT a year in accounting and administration: EUR 6,000 accounting, EUR 2,500 annual accounts, EUR 600 capital accounts, EUR 750 reporting and EUR 450 coordination, excluding the auditor if thresholds require one.

ItemAnnual amount
SPV accountingEUR 6,000
Lux GAAP annual accountsEUR 2,500
Capital accounts, 4 investorsEUR 600
Investor reporting, half-yearlyEUR 750
Lawyer and bank coordination, 3 senior hoursEUR 450
Total feesEUR 10,300

Frequently asked questions

Do you keep the books of a RAIF or SIF?

No. Central administration of a regulated fund is reserved to a CSSF-authorised administrator. We work on unregulated vehicles (SCSp, SPV, participation companies) and assist the initiator before a fund is set up.

Does the price depend on the size of commitments?

No. The price depends on the number of transactions, investors and investment lines. A EUR 50 million SPV with three lines costs less to keep than a EUR 2 million vehicle with thirty lines.

Do you maintain capital accounts according to the partnership agreement?

Yes. Capital accounts follow the allocation rules of the limited partnership agreement (calls, distributions, expenses, carried interest), with a statement per investor and per period.

What if the vehicle exceeds the audit thresholds?

We prepare the closing file for the approved statutory auditor (from EUR 1,500 excl. VAT) and coordinate his requests. The audit is performed by the auditor, never by the firm.

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Amounts excl. VAT (17%). Grid in force at the date shown; the signed engagement letter is the only contractual document.

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