Medina Value Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 155192
- Registered since
- April 28, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Medina Value Partners, LLC is a privately held limited liability company that operates as a hedge fund manager focused on institutional clients. The adviser registered with the SEC in 2021 and is owned by an individual. Its stated advisory activities center on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both a percentage-of-assets component and performance-based fees, consistent with an active, manager-driven approach rather than a pure capital-allocation business. The firm does not list ESG investing as an active focus and is not identified as a multi-state or newly formed adviser. Medina Value Partners also serves in sponsor and general partner roles for pooled vehicles, indicating it runs proprietary funds rather than acting primarily as a fund-of-funds allocator. The firm’s client base is institutional, and its organizational classification is a hedge fund.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Andrew Rosenthal
Managing Director and Chief Operating OfficerCRD 4494752
Contacts
1 of 1
Kristofer Medina
Managing PartnerCRD 4813684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11835 W Olympic Blvd
- Time zone
- PT (UTC-8)
- Office locations
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