RADCLIFFE CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- BALA CYNWYD, Pennsylvania
- CRD number
- 136028
- Registered since
- January 24, 2006
- Website
- www.radcliffefunds.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, TD BANK, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles80.61%
- Other10.25%
- Corporations / Businesses5.67%
- State / Municipal Government3.47%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Radcliffe Capital Management, L.P. is a hedge fund organized as a limited partnership and registered with the SEC in 2006. The firm targets institutional clients and runs portfolio management strategies for pooled investment vehicles as well as for businesses and other institutions. Its compensation structure combines an asset-based management fee with performance-linked fees. Radcliffe is not flagged as an active ESG investor and is not positioned as a multi-state adviser; it is owned by domestic entities and individuals and is not primarily a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Non-Investment Grade Corp Bonds38%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Jonathan Mootz
Chief Compliance Officer and General CounselCRD 7008172
MATTHEW CASSIDY
Chief Financial OfficerCRD 5636335
Contacts
3 of 7NORINA VITTESE
Internal Sales ConsultantCRD 7115972
STEVE KATZNELSON
FounderCRD 1985269
CHRISTOPHER HINKEL
Director of ResearchCRD 5700966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALA CYNWYD, PA
MONTGOMERY
Location
BALA CYNWYD, PA
Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 50 Monument Rd
- Time zone
- ET (UTC-5)
- Office locations
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