The MEDALIST PARTNERS is a privately held investment adviser that advises $3.1Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. MEDALIST PARTNERS is a Public/Private Fund Assets increased by 189.81% over the last 5-years.
The Group has been registered with the SEC for 8.27 years and is comprised of 1 filing and 3 relying advisers. They operate out of 1 office location with their Headquarters at 747 THIRD AVENUE SUITE 2902, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 21 employees comprised of 12 investment and 9 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $3.1Bn in assets advised are owned by 22 private funds, 2 public funds and BDCs and 5 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.79Bn or 57.73% of Total Assets and Investment Companies (IC) own $995.3mn or 32.09% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, FI/Credit - Lending and Multi Strat, representing 82%, 15.29% and 2.71% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 1 Custodians and 9 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MEDALIST PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.