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ROSENBLATT GLOBAL ADVISORS

NEW YORK, NY · CRD 311654 · IAPD ↗ · rbltga.com · 212-607-3100

$1.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — ROSENBLATT GLOBAL ADVISORS (NEW YORK, NY) left the SEC roster (was $1.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — ROSENBLATT GLOBAL ADVISORS reported RAUM down 99% ($152.1M -> $1.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — ROSENBLATT GLOBAL ADVISORS reported RAUM up 186% ($53.2M -> $152.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.