Radcliffe Capital Management, L.P. is a large advisory firm based in Bala Cynwyd. It manages $3.49 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.
Radcliffe Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio mgmt for government entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Radcliffe Capital Management, L.P. is $3.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1099% since the beginning of its operation, and $2.12 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Radcliffe Capital Management, L.P. for their services and products based on a percentage of assets under management and 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.
The firm provides services to pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Radcliffe Capital Management is pooled investment vehicles with 10 clients and $2.68 billion of assets under management. Among the 7 most similar advisory firms, Radcliffe Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.38 billion for 12 clients. 50% of the firm’s clients are foreign persons or businesses.
Radcliffe Capital Management also advises several private funds. Namely, three hedge funds and one other private fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 14 people that are either part- or full-time employees. 43 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.
The principal office where Radcliffe Capital Management, L.P. performs its advisory services is located at 50 Monument Road, Bala Cynwyd, PA 19004, 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 610-617-5900 or by fax 610-617-0580. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at radcliffefunds.com.