Firm profile

RADCLIFFE CAPITAL MANAGEMENT, L.P.

BALA CYNWYD, PACRD 136028Latest ADV March 30, 2026

Radcliffe Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Bala Cynwyd, PA. Its latest Form ADV filing, dated March 30, 2026, reports $5.1B in regulatory assets under management, 22 employees, and 24 accounts.

Assets Under Management
$5.1B
Employees
22
Offices
--
Total Clients
24
Primary office
BALA CYNWYD, PA
50 MONUMENT ROAD, SUITE 300, BALA CYNWYD, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJonathan Mootz
CFOMatthew A. Cassidy
CIOSteve B. Katznelson

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 62.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
62.5%
15
2
Corporations
16.7%
4
3
UNIVERSITIES AND NON-US VEHICLE
16.7%
4
4
Government
4.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.1Bas of March 30, 2026
Discretionary100.0%
$5.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$5.1B
Total Accounts24
10Y AUM Change+$2.7B (+110.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee1:1
10Y Employee Change+8 (+57.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.