Avi Rosenblatt

Avi Rosenblatt Email and Phone Number

Partner @ TrustServe LP
Avi Rosenblatt's Location
United States, United States
Avi Rosenblatt's Contact Details

Avi Rosenblatt personal email

n/a

Avi Rosenblatt phone numbers

About Avi Rosenblatt

I have over 20 years of experience working in the financial services industry. Prior to joining TrustServe, I served as the Chief Financial and Compliance Officer at A.W. Jones where I was responsible for managing the financial, compliance, and operation functions of the firm. Prior to A,W. Jones, I worked at several mid-tier CPA firms within their alternative investment groups. There I led teams in performing annual audits and tax compliance for hedge fund and private equity fund clients and headed a fund administration practice. I advised clients on structuring, financial, operational, compliance and tax issues.

Avi Rosenblatt's Current Company Details
TrustServe LP

Trustserve Lp

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Partner
Avi Rosenblatt Work Experience Details
  • Trustserve Lp
    Partner
    Trustserve Lp Dec 2024 - Present
    Coral Gables, Florida, Us
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  • A.W. Jones
    Chief Financial & Compliance Officer
    A.W. Jones Jun 2017 - Dec 2024
    New York, Ny, Us
    Founded in 1949 as the industry’s original hedge fund, A.W. Jones evolved into an independent alternative asset management firm specializing in hedge fund solutions and co-investments. Since 1984, the firm’s investment and risk management philosophy – tested through many market cycles – has generated a track record of investing early with hedge funds. Our outcome-oriented investment approach specializes in sourcing emerging managers, niche hedge fund strategies, and asymmetric co-investment opportunities. A.W. Jones understands that alternative investing can offer attractive sources of uncorrelated returns as well as the ability to diversify exposures. Access to Alternative InvestmentsOur network of industry contacts, cultivated through generations, has led to investing with emerging managers whose strategies we believe are differentiated as well as more established managers who are often closed to new investors and continue to demonstrate an ability to generate alpha. A.W. Jones manages a targeted range of research-driven investment strategies, including hybrid public/private equity strategies, multi-manager hedged equity strategies and co-investments. To accommodate the needs of a diverse client base, these strategies are offered through flexible investment solutions that include private funds, separately managed accounts, and special-purpose vehicles. Our ClientsFor over 70 years, A.W. Jones has been focused on building and preserving wealth for our clients and is a trusted partner to a global institutional client base that includes Wealth Management, Family Offices, Private Banks, Endowments & Foundations, and Consultants. At A.W. Jones, we offer the experience, scale and resources required by sophisticated private and institutional investors.
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  • Grassi & Co.
    Senior Manager
    Grassi & Co. Jan 2012 - Jun 2017
    New York, New York, Us
    Headed the fund administration practice, Grassi Fund Administration Services, Assisted clients in reducing business risk and adjusting to the ever-changing regulations and investor expectations of today's market. Has extensive experience in the Private Investment Partnerships Industry, where I specializes in providing fund administration, accounting, audit and tax services for clients.
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  • Kaufman Rossin & Co.
    Manager
    Kaufman Rossin & Co. Jan 2005 - Dec 2011
    Miami, Florida, Us
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  • Rsm Us Llp (F/K/A Ggk)
    Accountant
    Rsm Us Llp (F/K/A Ggk) Apr 1999 - Dec 2004

Avi Rosenblatt Skills

Accounting Hedge Funds Investments Auditing Financial Services Alternative Investments Tax Account Reconciliation Us Gaap Financial Reporting Sec Filings Tax Preparation Financial Analysis Fund Accounting Due Diligence Gaap Fund Administration Private Equity Management Accounting Investment Management Financial Accounting Investor Relations Financial Statements Tax Accounting Wealth Management Bookkeeping Quickbooks Fund Of Funds Alternative Investment Strategies Hedge Accounting Mutual Funds

Avi Rosenblatt Education Details

  • Queens College
    Queens College
    Accounting

Frequently Asked Questions about Avi Rosenblatt

What company does Avi Rosenblatt work for?

Avi Rosenblatt works for Trustserve Lp

What is Avi Rosenblatt's role at the current company?

Avi Rosenblatt's current role is Partner.

What is Avi Rosenblatt's email address?

Avi Rosenblatt's email address is ar****@****pas.com

What is Avi Rosenblatt's direct phone number?

Avi Rosenblatt's direct phone number is +164651*****

What schools did Avi Rosenblatt attend?

Avi Rosenblatt attended Queens College.

What skills is Avi Rosenblatt known for?

Avi Rosenblatt has skills like Accounting, Hedge Funds, Investments, Auditing, Financial Services, Alternative Investments, Tax, Account Reconciliation, Us Gaap, Financial Reporting, Sec Filings, Tax Preparation.

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