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 manager that primarily serves institutional clients through pooled investment vehicles and separate accounts for businesses and institutions. The firm, formed and SEC-registered in 2006, charges a mix of asset-based and performance fees and acts as sponsor/GP and managing member on pooled vehicles it advises. Radcliffe is not positioned as a broad capital allocator; instead it runs proprietary hedge-fund strategies and operates with a concentrated institutional client base. The firm does not identify as an active ESG investor and is not a multi-state adviser according to its regulatory filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Jonathan Mootz
Chief Compliance Officer and General CounselCRD 7008172
Matthew Cassidy
Chief Financial OfficerCRD 5636335
Contacts
3 of 7
Norina 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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