MEDALIST PARTNERS LP

RIASEC RegisteredEst. 2018

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$84.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 292747
Registered since: April 27, 2018
Website: www.medalistpartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles56.21%
Investment Companies30.87%
State / Municipal Government12.92%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Medalist Partners LP is organized as a limited partnership that operates as a multi-strategy fund manager with both hedge fund and private equity activities. The firm serves institutional clients and charges a mix of percentage-of-AUM and performance-based fees. Medalist performs portfolio management for investment companies, pooled vehicles and for businesses or institutional accounts, and it also functions in roles associated with commodity pools (CPO/CTA) and as sponsor/GP/managing member of pooled vehicles. The adviser reports being an active ESG investor.