SourcingSourcing

RADCLIFFE CAPITAL MANAGEMENT, L.P.

C24
CRD 136028·SEC 801-65461·BALA CYNWYD, PA
AUM
$5.14B
$1B+
Est. Revenue
$51.4M
@ 1% on AUM
Est. EBITDA
$15.4M
@ 30% margin
Est. Deal Value
$123.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RADCLIFFE CAPITAL MANAGEMENT, L.P.
CRD
136028
SEC file #
801-65461
EIN
000000000
DBA names
—

Economics

AUM
$5.14B
AUM band
$1B+
AUM trajectory
'20'26
$3.49B → $5.14B▲ +47%
Client mix
Pooled Investment Vehicles15
Corporations4
Other4
State Or Municipal Govt1

Operations

Employees (total)
22
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
6 advisors → 11 advisors▲ +83%
Primary office
BALA CYNWYD PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
radcliffefunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HINKEL, CHRISTOPHER, L
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
HINKEL, CHRISTOPHER, L
KATZNELSON, STEVE, BRETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RADCLIFFEFUNDS.COM
Rdap Domain Creation Date
2002-10-14T14:34:34Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001617397
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-10-10
Edgar Last Filing Date
2025-11-03
Edgar Form D Count
13
Edgar Form D Offerings
2025-11-032025-11-03 · 0000919574-25-006403
2024-11-012024-11-01 · 0000919574-24-006093

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing18
Northern Trust8
State Street4
E*trade4
Wells Fargo3
Edgar Addresses
Mailing
APEX GROUP TRUSTEES (CAYMAN) LTD, 3RD FLCITRUS GROVE, 106 GORING AVE, BOX 10085GEORGE TOWN, GRAND CAYMAN, E9, KY1-1106
Business
APEX GROUP TRUSTEES (CAYMAN) LTD, 3RD FLCITRUS GROVE, 106 GORING AVE, BOX 10085GEORGE TOWN, GRAND CAYMAN, E9, KY1-1106
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-03 · 0000919574-25-006403
D/A2024-11-01 · 0000919574-24-006093
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-14T14:34:34Z
Rdap Domain Last Changed
2025-08-15T06:54:54Z
Rdap Nameservers
Ns11.worldnic.comNs12.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5700966
Trust Company Affiliate
No

People (9)

9
HINKEL, CHRISTOPHER, L
Direct Owner · 37.5%
5700966
KATZNELSON, STEVE, BRETT
Direct Owner · 37.5%
1985269
Adams, Ryan, Edward
Executive Officer · 2.5%
7718416
CASSIDY, MATTHEW, ALLEN
Executive Officer · 2.5%
5636335
DUFFY, PETER, R
Executive Officer · 2.5%
7208097
Gordon, Michael, Paul
Executive Officer · 2.5%
7718426
RUDNICK, PETER, MARTIN
Executive Officer · 2.5%
5358626
Jonathan Mootz
Executive Officer · 2.5%
7008172
NORINA R VITTESE
IAR
7115972