Medina Value Partners, LLC

RIASEC RegisteredEst. 2021
Total AUM
$717M
Discretionary
$717M
100% of AUM
Avg account
$89.6M
Accounts
8
Employees
7
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Andrew Rosenthal

    Managing Director and Chief Operating OfficerCRD 4494752

Contacts

1 of 1
  • Kristofer Medina

    Kristofer Medina

    Managing PartnerCRD 4813684

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth