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-focused adviser organized as a limited liability company that registered with the SEC in 2017. The firm’s advisory activity centers on running pooled investment vehicles; it also serves as sponsor, general partner and managing member of those pooled vehicles rather than acting primarily as a third‑party allocator. Compensation arrangements include performance‑based fees alongside other fee types. Regulatory and operational notes in the firm’s profile indicate it is not a multi‑state adviser and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHELLE MITTLER

    Chief Operating OfficerCRD 8160345

  • DANIEL JEMAL

    Chief Financial Officer/Chief Compliance Officer and Founding PartnerCRD 5936201

Contacts

2 of 2
  • EVAN MORGAN

    FounderCRD 4990235

  • ELI GOLDSTEIN

    ManagerCRD 5388509

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth