Rosecliff Venture Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$650M
Discretionary
$650M
100% of AUM
Avg account
$65M
Accounts
10
Employees
10
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
300188
Registered since
June 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rosecliff Venture Management, LLC is an SEC-registered fund manager that runs pooled private investment vehicles focused on venture and private equity strategies. Organized as an LLC and registered with the SEC in 2020, Rosecliff operates as a sponsor/GP and provides portfolio management for pooled funds rather than acting as a traditional capital allocator. Its client base is institutional, and its compensation blends asset-based fees with performance-based fees. The firm is not positioned as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Joseph Barbati

    Compliance AssociateCRD 8116340

  • Michael Murphy

    Michael Murphy

    Managing Partner and Co-FounderCRD 2596905

  • Michael Caso

    Michael Caso

    Managing PartnerCRD 5952201

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth