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 a privately held manager formed in 2020 that operates as a sponsor and general partner for pooled investment vehicles. The firm’s clients are institutional investors and it provides portfolio management for those pooled vehicles rather than typical retail wealth-advisory services. Its business model combines asset-based and performance-linked fee structures (percentage of AUM plus performance fees). Rosecliff classifies itself across private equity, venture capital and multifaceted fund management activities, and it does not identify as an active ESG investor. The owner type is listed as an individual, and the firm does not act as a capital allocator to separate strategies; instead it serves as an adviser and sponsor/GP of its own funds.

Assets & Accounts

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

Contacts

3 of 3
  • Joseph Barbati

    Compliance AssociateCRD 8116340

  • MICHAEL MURPHY

    Managing Partner and Co-FounderCRD 2596905

  • 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