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Jonathan Mootz

RADCLIFFE CAPITAL MANAGEMENT, L.P.·BALA CYNWYD, Pennsylvania
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50 MONUMENT ROAD, BALA CYNWYD, PA 19004CRD# 7008172Firm CRD# 136028
01

About

Jonathan Mootz is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with RADCLIFFE CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RADCLIFFE CAPITAL MANAGEMENT, L.P.
RADCLIFFE CAPITAL MANAGEMENT, L.P.
AUM
$4.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at RADCLIFFE CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7008172
Firm CRD# 136028
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Mootz offer?
Jonathan Mootz specializes in Retirement Planning, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are Jonathan Mootz's credentials?
Jonathan Mootz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Mootz located?
Jonathan Mootz is based in BALA CYNWYD, Pennsylvania, working with RADCLIFFE CAPITAL MANAGEMENT, L.P.. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Jonathan Mootz charge for services?
Jonathan Mootz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RADCLIFFE CAPITAL MANAGEMENT, L.P.?
RADCLIFFE CAPITAL MANAGEMENT, L.P. has approximately 25 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BALA CYNWYD
Ira Mark Lubert — QUAKER PARTNERS MANAGEMENT L.P.Seth Jonathan Lehr — QUAKER PARTNERS MANAGEMENT L.P.Michelle Woods Vaughn — QUAKER PARTNERS MANAGEMENT L.P.Alan Cletus Heuberger — HAMILTON LANE ADVISORS LLCKarl J Hartmann — FRANKLIN PARK ASSOCIATES, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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