Jared Margulies
InvestorCo-Founder, Co-Chairman, Co-CEO at Canyon Partners · Assistant Controller at Lincolnshire
Brooklyn, New York, United States
Find your path to Jared
178 people in our graph share verified history with Jared — schools, employers, funds. One of them is your warm intro.
Justin RoseunlockedJared: together at Canyon Partners (2019)
Jared: together at Canyon Partners
×10Jared: together at Baruch College
About
Jared Margulies is the Assistant Controller at Lincolnshire, where he works with the Controller/CCO on operational and compliance matters, maintaining the funds' books and records, and coordinating fund audits. He holds a BA from Indiana University and an MS from Baruch College's Zicklin School of Business.
Experience
- Lincolnshire ManagementAssistant Controllercurrent2015 — present
- High Road Capital PartnersSenior Accountant2013 — 2015
- SS&C Technologies PEI SolutionsSenior Fund Accountant2011 — 2013New York, NY
- McGladreyAudit Senior2011
- PricewaterhouseCoopers, LLPAudit Associate2006 — 2009
Skills & more
WaterfallsAccounting10Auditing10Tax8Financial Reporting8CPA4Private Equity9Capital Calls1Portfolio Management1Private Equity AccountingPrivate Equity Financial StatementsDistributions
+10 more
PCAPsManagement FeesPartners’ Capital Account StatementsInvestor RelationsHedge FundsFund Of FundsMezzanine Debt FundsCash ReconciliationMonthly Close ProcessPortfolio Accounting- Certified Public Accountant (Lapsed) — New York State Education Department
From Jared's professional profile.
Colleagues at Canyon Partners
Frequently asked questions
- Who is Jared Margulies?
- Jared Margulies is the Assistant Controller at Lincolnshire, where he works with the Controller/CCO on operational and compliance matters, maintaining the funds' books and records, and coordinating fund audits. He holds a BA from Indiana University and an MS from Baruch College's Zicklin School of Business.
- Where does Jared Margulies work?
- Jared Margulies is Co-Founder, Co-Chairman, Co-CEO at Canyon Partners.
- Where did Jared Margulies go to school?
- Jared Margulies studied at Baruch College (Masters of Science, Accountancy); Indiana University (Bachelor of Science, Telecommunications).
Same school
Also attended Baruch College127
Coco DongDirector, Quantitative Applications at Deerfield Management CompanyMaria GuglielmoManager, Recruiting and Employee Experience at Deerfield Management CompanyDr. Nikhil HegdeHead, New Ventures at W Health Ventures Gp LlcBella FilerChief Financial Officer at CAVU Consumer PartnersNitol HannanController at StripesMurat CanogluExperts | Venture Partner at 212
+ 121 more
Shared employers
Also worked at High Road Capital Partners6
Steve SiwinskiPrincipal at Accel-KKRRobert J. FitzsimmonsCo-founder and Managing Partner at High Road Capital PartnersJeffrey M. GoodrichCo-founder and Partner at High Road Capital PartnersJohn P. ChristianoSenior Associate at High Road Capital PartnersJames KarleDirector at Greenbriar Equity GroupIvane ChouPartner and Chief Financial Officer/Chief Compliance Officer at Kingswood
Also worked at McGladrey85
Tom MartinVice President of Finance & Accounting at RevolutionJacob DeHardtManager, Fund Accounting at Sapphire VenturesLindsay SlocumInvestor Relations Lead at ParadigmConnor WallenhorstVice President, Valuation & Portfolio Analytics at JMI EquityJessica Mullins CamburnChief Financial Officer at Glasswing VenturesMatt ChengFinance Manager at Javelin Venture Partners
+ 79 more