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 an SEC-registered hedge fund manager organized as an LLC and registered in 2021. The firm targets institutional clients and acts as an operator of pooled vehicles — serving as sponsor, general partner, and managing member for funds it runs. Its advisory scope centers on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation mixes a percentage-of-AUM component with performance-based fees, consistent with hedge fund economics. The firm does not identify as an active ESG investor and is not documented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

2 of 2
  • ANDREW ROSENTHAL

    Managing DirectorCRD 4494752

  • 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