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Jeffrey I. Rosenthal

Jeffrey I. Rosenthal, CPA, is the Partner-In-Charge of Anchin, Block & Anchin LLP’s Financial Services Practice. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including broker/dealers, investment partnerships (domestic and offshore), funds-of-funds, mutual funds, private equity funds, and investment advisors. He has extensive experience advising newly formed entities assisting with start-up considerations such as form of practice, structure of agreements, compensation arrangements, compliance and regulatory matters.
Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,” “Side Pockets Valuations Issues,” “Establishing and Operating a Hedge Fund,” “Planning for your Year-end Audit,” “Fund of Fund Issues and Practices,” “Accounting and Auditing Issues for Hedge Funds,” and “Soft Dollar Arrangements.”
Jeffrey is a past chairman of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member) and Investment Management Committee.
He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Managed Funds Association (MFA), and the Hedge Fund Association (HFA).
Jeffrey serves on the Committee of Hearts and Grant Making Committees of Hedge Funds Care/Help For Children, a charitable organization dedicated to the prevention and treatment of child abuse victims. Additionally he also serves on the Foundation of Accounting Education (FAE) Scholarship Committee.



 Adelphi University, B.B.A. 

College of Financial Planners, CFP® certification

company news
Jeffrey Rosenthal, Anchin, Block & Anchin

Form ADV amendments increase compliance demands

Thu, 06/10/2016 - 11:19

The SEC has recently adopted amendments to its Form ADV. Included are provisions that attempt to get a clearer handle on the extent to which Advisers are using outsourced chief compliance officers, placing even greater scrutiny on smaller managers who are more inclined to outsource the CCO function. »

Jeffrey Rosenthal, Anchin, Block & Anchin

Anchin, Block & Anchin LLP - Best North American Accounting Firm

Mon, 03/10/2016 - 13:59

Six time Best Global Accounting Firm, Anchin, Block & Anchin LLP is also being honoured with this year's Best North American Accounting Firm. With a staff of more than 350 and numerous specialised industry and service teams, Anchin is a full-service accounting, tax and advisory firm that provides investment companies, privately-held businesses, and high net worth individuals/family offices with a wide range of traditional and non-traditional services.  »

Jeffrey Rosenthal, Anchin Block & Anchin

Anchin Block & Anchin LLP – Best North American Accounting Firm

Wed, 18/06/2014 - 11:45

What is perhaps different for today’s start-up manager as compared to five years ago is the need to launch with greater amounts of capital. Moreover, they are doing so with a greater awareness of the need to adopt best practices from day one to stand a chance of attracting institutional dollars. »

New York

Anchin, Block & Anchin ‘one of the best companies to work for in New York State’

Tue, 21/05/2013 - 06:03

Accounting and professional services firm Anchin, Block & Anchin has been recognised as one of the Best Companies to Work for in New York State for the sixth consecutive year. »

Jeffrey Rosenthal, Anchin, Block & Anchin

Anchin, Block & Anchin LLP – Best North American Accounting Firm

Tue, 26/03/2013 - 18:23

This is the third consecutive year that Anchin, Block & Anchin LLP (“Anchin”) has won this award. According to Jeffrey Rosenthal, CPA, Partner-in-Charge of Anchin’s Financial Services Group, it’s no fluke: “I believe it reflects the level of commitment to service that we provide to our clients. We’re not commodity-driven. What sets us apart in auditing, tax, advisory services, and accounting, is our level of attention and high partner touch ratio. Our partners get to know the fund managers and their perspectives.” The Financial Services Group at Anchin launched more than 35 years ago and includes ten partners and more than 50 dedicated professionals. It works with over 350 hedge funds, mutual funds, private equity funds, funds-of-funds, master-feeder funds, broker/dealers and family offices. »

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