Radcliff Management LLC (New York)

Name: Radcliff Management LLC
Address: 347 Bowery, New York, NY, 10003
Telephone: 212-858-0448

Radcliff Management LLC is a large advisory firm based in New York. It manages $464.42 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2017.

Radcliff Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Radcliff Management: assets under management

The assets under management (AUM) of Radcliff Management LLC is $464.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 126% since the beginning of its operation, and $36.76 million of the total AUM is attributable to clients outside of the United States.

The firm manages $464.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.72 million each.

Radcliff Management has custody of $341.13 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Radcliff Management LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Radcliff Management serves?

The only and largest group of clients of Radcliff Management is pooled investment vehicles with 13 clients and $464.42 million of assets under management. Among the 12 most similar advisory firms, Radcliff Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $464.42 million for 13 clients. 15% of the firm’s clients are foreign persons or businesses.

Radcliff Management also advises several private funds. Namely, four other private funds.

Careers at Radcliff Management LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eli Emanuel Goldstein	Cco & manager	1 Dec 2015	50% - 75%	5388509
Eli Goldstein	Cco & manager	1 Dec 2015	50% - 75%	5388509
Evan Borger Morgan	Manager	1 Jun 2016	25% - 50%	4990235
Evan B Morgan	Manager	1 Jun 2016	25% - 50%	4990235
Daniel Adam Jemal	Chief financial officer/chief compliance officer	1 Sep 2019	Other	5936201

Based in New York

The principal office where Radcliff Management LLC performs its advisory services is located at 347 Bowery, New York, NY 10003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-858-0448. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at radcliffcompanies.com.