MEDLEY PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$7B
Discretionary
$7B
100% of AUM
Avg account
$387M
Accounts
18
Employees
15
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
289836
Registered since
February 5, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.6%
  • Charitable Organizations3.4%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Medley Partners Management LLC is a privately held LLC that functions both as an independent registered investment adviser and as a private fund sponsor. SEC registration dates to 2018. The firm positions itself as a capital allocator for institutional clients, managing pooled investment vehicles and acting as sponsor, general partner and managing member for those vehicles. Its advisory activity is focused on portfolio management for pooled funds; compensation is a mix of AUM-based fees and performance-linked fees. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • EDSON MADUWURA

    CFO and CCOCRD 6886016

Contacts

3 of 3
  • MARK HEISING

    FounderCRD 6886017

  • RANDAL WHISENANT

    Managing DirectorCRD 2993019

  • PETER PHILLIPS

    Managing DirectorCRD 5013279

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth