Reckoner Capital Management Llc
- Regulatory AUM
- $273M
- Discretionary
- $273M
- Clients
- 9
- Avg AUM / client
- $30.4M
- Accounts
- 9
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $87.4M | 32.0% |
| Insurance companies | 2 | $172M | 62.9% |
| Other | 1 | $14.0M | 5.13% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cardinale, Gerald, Joseph | Founder And Managing Partner | Nov 2013 (13y) | 75% or more of Redbird Capital Partners Lp (indirect) | |
| Kim, Jamie, Geeeun | General Counsel And Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Kim, John, Emil | Chief Executive Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Redbird Capital Partners Alternative Holdings, Llc | Managing Member | Oct 2024 | A | 75% or more |
| Redbird Capital Partners Lp | Managing Member | Oct 2014 | B | GP / trustee / elected manager of Redbird Capital Partners Alternative Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $172M (63% of AUM) Mar 2026
- U.S. Bank $14.0M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗