MEDLEY PARTNERS MANAGEMENT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 289836
- Registered since
- February 5, 2018
- Website
- medleyp.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
1 of 1EDSON MADUWURA
CFO and CCOCRD 6886016
Contacts
3 of 3MARK HEISING
FounderCRD 6886017
RANDAL WHISENANT
Managing DirectorCRD 2993019
PETER PHILLIPS
Managing DirectorCRD 5013279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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