Redbird Capital Partners Management LLC (New York)


Redbird Capital Partners Management LLC is a large advisory firm based in New York. It manages $1.54 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and Texas.

Redbird Capital Partners Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Redbird Capital Partners Management: assets under management

The assets under management (AUM) of Redbird Capital Partners Management LLC is $1.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 76895246250% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Redbird Capital Partners Management LLC 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.

What kind of clients Redbird Capital Partners Management serves?

The only and largest group of clients of Redbird Capital Partners Management is pooled investment vehicles with 13 clients and $1.54 billion of assets under management. Among the 11 most similar advisory firms, Redbird Capital Partners Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.54 billion for 13 clients. None of the firm’s clients are foreign persons or businesses.

Redbird Capital Partners Management also advises several private funds. Namely, thirteen private equity funds.

Careers at Redbird Capital Partners Management LLC

The company employs 18 people that are either part- or full-time employees. 78 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
Gerald Joseph Cardinale Chief executive officer, managing partner and chief investment officer 1 Nov 2013 Other 2535700
Earl Isadore Rotman Partner and co-founder 1 Nov 2013 Other 4795257
Adrian John Maizey Chief compliance officer, partner and chief operating officer 1 Nov 2013 Other 6029714
Jon Winkelried Senior advisor 1 Nov 2013 Other 1233352
Redbird Capital Partners Llc Majority owner 1 Nov 2013 75% - 100% 46-3268676
Warren Hunter Carpenter Partner 1 Aug 2014 Other 4695578
Redbird Capital Partners Alternative Holdings Llc Majority owner/managing member 1 Oct 2014 75% - 100% 99-99999
Thomas Alexander Mastrobuoni Chief financial officer, chief compliance officer 1 Oct 2014 Other 4838923
Robert Culpepper Covington Co-managing partner 1 Oct 2014 Other 3068627
Dianne P. Hurley Chief administrative officer 1 Jan 2015 Other 1983188
Jason Frederick Young Chief financial officer, chief compliance officer 1 Jun 2015 Other 6521965
Robert Jay Klein Partner 1 Aug 2017 Other 3035592

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Redbird Capital Partners Llc Managing member 1 Oct 2014 Other 46-3268676
Redbird Holdings Carry Vehicle Llc Majority owner 1 Oct 2014 75% - 100% 99-99999
Gerald Joseph Cardinale Majority owner/managing member 1 Oct 2014 75% - 100% 2535700

Based in New York

The principal office where Redbird Capital Partners Management LLC performs its advisory services is located at 667 Madison Avenue, New York, NY 10065, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-235-2020. The normal business hours are 9:00 am- 5:00 pm (est) on Monday - Friday.