MEDALIST PARTNERS LP
Adviser information for MEDALIST PARTNERS LP last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 11 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 27 | $2.0B |
| Non-Discretionary | 0 | $0 |
| Total | 27 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $452.6M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 20 | $1.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 5 | $231.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 52 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-113015 |
|---|---|
| SEC ERA File Number | 801-113015 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292747 |
| Legal Entity Identifier | 549300VFKH8KVW9JBD17 |
Principal Office
777 THIRD AVENUESUITE 1402
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 212-493-4477, Fax: 212-493-4476
Chief Compliance Officer
ERICKA IACHELLO
CHIEF FINANCIAL OFFICER
777 THIRD AVENUE
SUITE 1402
NEW YORK
NY
United States
Tel:
212-257-5120
Fax:
212-659-0143
E**************@*******************M
(Full email address available in API data)
Regulatory Contact
MICHAEL ARDISSON
HEAD OF BUSINESS DEVELOPMENT, CHIEF OPERATING OFFICER, PRESIDENT & PARTNER
777 THIRD AVENUE
SUITE 1402
NEW YORK
NY
United States
Tel:
212-493-4477
Fax:
212-659-0143
M***************@*******************M
(Full email address available in API data)
Industry Affiliates
| MEDALIST PARTNERS HARVEST GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MEDALIST PARTNERS OPPORTUNITY GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT FUND III OFFSHORE FEEDER, L.P. | Private Equity Fund | $162.2M | $1.0M | 190 |
| MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT FUND III ONSHORE FEEDER, L.P. | Private Equity Fund | $487.5M | $1.0M | 479 |
| MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT MASTER FUND III-A, L.P. | Private Equity Fund | $411.3M | $0.0M | 2 |
| MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT MASTER FUND III-B, L.P. | Private Equity Fund | $52.4M | $0.0M | 2 |
| MEDALIST PARTNERS HARVEST MASTER FUND, LTD. | Hedge Fund | $83.7M | $5.0M | 109 |
| MEDALIST PARTNERS HARVEST SPV, LTD. | Hedge Fund | $14.3M | $0.0M | 33 |
| MEDALIST PARTNERS OPPORTUNITY FUND II OFFSHORE FEEDER, L.P. | Private Equity Fund | $134.4M | $1.0M | 115 |
| MEDALIST PARTNERS OPPORTUNITY FUND II ONSHORE FEEDER, L.P. | Private Equity Fund | $115.0M | $1.0M | 222 |
| MEDALIST PARTNERS OPPORTUNITY MASTER FUND A, L.P. | Private Equity Fund | $3.3M | $0.0M | 2 |
| MEDALIST PARTNERS OPPORTUNITY MASTER FUND B, L.P. | Private Equity Fund | $32.5M | $0.0M | 2 |
| MEDALIST PARTNERS OPPORTUNITY MASTER FUND II-A, L.P. | Private Equity Fund | $147.3M | $0.0M | 2 |
| MEDALIST PARTNERS OPPORTUNITY MASTER FUND II-B, L.P. | Private Equity Fund | $56.8M | $0.0M | 2 |
| MPOF OFFSHORE FEEDER, L.P. | Private Equity Fund | $30.7M | $5.0M | 9 |
| MPOF ONSHORE FEEDER, L.P. | Private Equity Fund | $10.1M | $5.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RICHTER, GREGORY, PETER | Individual | – | CHIEF EXECUTIVE OFFICER, CO-HEAD OF STRUCTURED CREDIT & ASSET FINANCE, PARTNER, MANAGER & MEMBER OF GENERAL PARTNER | 01/2018 | 50-75% |
| MEDALIST PARTNERS GENERAL LLC | Domestic Entity | – | GENERAL PARTNER | 01/2018 | < 5% |
| ARDISSON, MICHAEL, C | Individual | – | HEAD OF BUSINESS DEVELOPMENT, CHIEF OPERATING OFFICER, PRESIDENT & PARTNER | 03/2018 | 25-50% |
| RICHTER, GREGORY, PETER | Individual | MEDALIST PARTNERS GENERAL LLC | MANAGING MEMBER | 01/2018 | 50-75% |
| RICHTER, GREGORY, PETER | Individual | – | MEMBER OF MEDALIST PARTNERS HARVEST GP, LLC | 08/2012 | 50-75% |
| RICHTER, GREGORY, PETER | Individual | – | MEMBER OF MEDALIST PARTNERS OPPORTUNITY GP, LLC | 04/2016 | 50-75% |
| Herr, Brian | Individual | – | MEMBER OF MEDALIST PARTNERS OPPORTUNITY GP, LLC | 04/2016 | 10-25% |
| SUN, JUDY, ZHUQING | Individual | – | MEMBER OF MEDALIST PARTNERS HARVEST GP, LLC | 08/2012 | 5-10% |
| SLONIESKI, JOHN, MITCHELL | Individual | – | DIRECTOR OF PRIVATE CREDIT AND PARTNER | 01/2021 | 10-25% |
| IACHELLO, ERICKA, LEIGH | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 08/2021 | < 5% |