The MEDLEY PARTNERS MANAGEMENT is a privately held investment adviser that advises $6.96Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MEDLEY PARTNERS MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 48.45% over the last 5-years.
The Group has been registered with the SEC for 8.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE MARKET STREET SPEAR TOWER, SUITE 4100, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 8 investment and 7 non-investment staff. The total number of Employees increased by 15.38% over the last 5-years.
Their $6.96Bn in assets advised are owned by 16 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $6.73Bn or 96.6% of Total Assets and Charitable Organizations own $236.77mn or 3.4% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 16 private funds with $6.73Bn in assets.
The Group discloses management fees and performance-based fees.
MEDLEY PARTNERS MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.