Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP is a public equity investment firm headquartered in San Francisco, California. Founded in 2021, the firm manages approximately $299.9 million in regulatory assets across several institutional clients. The company employs a team of 6 advisors and is SEC registered, providing portfolio management services for pooled investment vehicles and institutional clients.
Investment Strategy
Sea Cliff Partners Management, LP employs a long-only, concentrated investment strategy focused on small- and mid-cap North American public equities. The team uses a repeatable private equity approach to public markets, building a concentrated portfolio. The philosophy emphasizes leveraging domain expertise and a collaborative investment team to be constructive partners to their portfolio companies.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BTSG | BRIGHTSPRING HEALTH SVCS INC | 13.28% | $39.0M | 1,651,171 | $15.84 | $23.59 | +$2.2M |
J JHX | JAMES HARDIE INDS PLC | 8.33% | $24.4M | 908,385 | $26.89 | $26.89 | +$24.4M |
H HXL | HEXCEL CORP NEW | 8.24% | $24.2M | 427,750 | $62.33 | $56.49 | -$1.1M |
U UDMY | UDEMY INC | 7.80% | $22.9M | 3,255,374 | $11.49 | $7.03 | -$6.4M |
P PTC | PTC INC | 7.70% | $22.6M | 131,000 | $156.28 | $172.34 | +$3.8M |