NV
NV

Norina Vittese

3 Years of Experience
Bala Cynwyd, PA

Norina Vittese is a registered investment advisor at Radcliffe Capital Management, L.P., based in Bala Cynwyd, PA, with 3 years of industry experience. Norina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $4.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$189.4M average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Radcliffe receives an asset-based fee for managing investments, paid either in advance or in arrears. Radcliffe also receives a performance-based fee from certain clients, based on net profits and subject to a loss carryforward or hurdle rate. The specific fee structure is detailed in the offering memorandum or investment management agreement. Fees may be negotiable depending on factors such as account inception date or total client assets.

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Location

50 Monument Road, Suite 300, Bala Cynwyd, PA, 19004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Norina holds a real estate license and engages in brokering real estate through T & N Property Group LLC, dedicating a few hours per week. She also works as a bartender at Dooney's Pub for minimal time each month.

Employment History
Current Registrations
Radcliffe Capital Management, L.P.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Macquarie Investment Management Business Trust
March 2023 - October 2023 · 7 mos
Delaware Distributors, L.P.Broker
February 2023 - October 2023 · 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.