Radcliff Management LLC

RIASEC RegisteredEst. 2017
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$62M
Accounts
47
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
287589
Registered since
March 17, 2017
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Radcliff Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm primarily provides portfolio management for pooled investment vehicles and functions as sponsor, general partner and managing member for those vehicles. Its client base is institutional, and its fee arrangements include performance-based fees alongside other fee structures. Radcliff is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Daniel Jemal

    Daniel Jemal

    Chief Financial Officer/Chief Compliance Officer and Founding PartnerCRD 5936201

  • Michelle Mittler

    Chief Operating OfficerCRD 8160345

Contacts

2 of 2
  • Eli Goldstein

    ManagerCRD 5388509

  • Evan Morgan

    Evan Morgan

    FounderCRD 4990235

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
408 Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth