KA

Kyle Altshuler

Founder of Beamline

New York, New York

Overview

Work Experience

SW

Square Wave Capital

  • Chief Financial Officer

    2022 - Current

B

Beamline

  • Co-Founder

    2023

Wide Moat Partners

  • Founder and General Partner

    2021

Sivik Global Healthcare, LLC

  • Chief Financial Officer

    2020 - 2021

SH

Stone House Partners

  • Chief Financial Officer and Chief Compliance Officer

    2014 - 2019

    • Quarterbacked firm’s initial SEC registration; conducted annual reviews and collaborated closely with counsel on all SEC filings; maintained Registered Investment Advisor (RIA) status • Designed and implemented internal controls involving dual wire authorization, personal trading, IT infrastructure, and third-party administrator to maintain best practices and set the tone of “compliance from the top” • Established and launched CIMA-registered Cayman investment company • Proactively advised partners about tax savings within partnership • Led critical LP operational/due-diligence meetings; gained LP’s comfort with our firm via thorough tests of operations and compliance • Oversaw all non-trading activities including budget preparation/reconciliation, investor relations, LP onboarding, disseminating confidential partner documents, ad hoc performance and tax reporting, hiring and monitoring of all service providers, preparation and approval of all wires

  • Controller

    2012 - 2014

    • Created financial statements and footnotes for onshore and offshore partnerships, reviewed limited partner (LP) and general partner (GP) tax documents; executed partnership tax-planning strategies • Reconciled on a daily and monthly basis net asset value (NAV) reports to prime broker and administrator; reviewed and approved monthly NAV package and GP/LP account statements

RK

Rothstein Kass

  • Senior Financial Services Auditor

    2012 - 2012

    • Clients included $2B high yield/distressed debt fund, $2.5B global diversified and beta-neutral fund, $5B fund of funds, (all three funds were prized RK clients), $1B high yield/distressed debt/private equity fund and $800M Pharmaceutical/Healthcare equity long/short fund • Elected by management to teach Senior Auditors and Staff about the background of credit default swaps and swaptions to enable better understanding of client portfolios and facilitate sharper communication with clients

  • Financial Services Auditor

    2010 - 2012

    • Provided assurance and attestation for hedge funds, funds of funds, and private equity funds • Priced complex derivative contracts for firm partners using Bloomberg terminal

Education

Investments

Lightwave Logic, Inc

Public

Total Funding: $1

Relevant Websites