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| Happy Holidays!! thanks for using AUM13F!! |
| Medalist Partners LP
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| CRD # | 292747 |
| SEC # | 801-113015 |
| CIK # | 0001748321 |
| AUM | $1.9 B (2025-03-28) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 212-493-4477 |
| Address | 747 Third Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Medalist Partners Asset-Based Private Credit Fund III Offshore Feeder LP | [2022-03-30] | 107.9 | 152.6 |
| PE | Medalist Partners Asset-Based Private Credit Fund III Onshore Feeder LP | [2022-03-30] | 239.1 | 480.5 |
| PE | Medalist Partners Asset-Based Private Credit Master Fund III-A LP | 2022-03-30 | 365.4 | |
| PE | Medalist Partners Asset-Based Private Credit Master Fund III-B LP | 2022-03-30 | 78.4 | |
| HF | Medalist Partners Harvest SPV Ltd | [2022-03-30] | 198.3 | 8.5 |
| PE | Medalist Partners Opportunity Fund II Offshore Feeder LP | [2018-10-15] | 112.7 | 111.4 |
| PE | Medalist Partners Opportunity Fund II Onshore Feeder LP | [2018-10-15] | 84.3 | 94.9 |
| PE | Medalist Partners Opportunity Master Fund II-A LP | 2018-10-15 | 100.4 | |
| PE | Medalist Partners Opportunity Master Fund II-B LP | 2018-10-15 | 54.0 | |
| PE | Medalist Partners Opportunity Master Fund A LP | 2017-03-08 | 0.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 1.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 1.9 |
| By Discretionary | ||
| Discretionary | 27 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1.5 | |
| Total | 27 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Cook | 124 | ||
| Michael Lau | 29 | ||
| Jonathan Weiss | 22 | ||
| David Koenig | 17 | ||
| Douglas Jones | 14 | ||
| Candlewood Investment Group LP | 9 | ||
| Brian Herr | 9 | ||
| Leland Abrams | 8 | ||
| Philip Desantis | 5 | ||
| Gregory Richter | 11 | ||
| Gurdev Dillon | 7 | ||
| John Slonieski | 4 | ||
| Medalist Partners Opportunity II LLC | 4 | ||
| Indra Chandra | 3 | ||
| Judy Sun | 2 | ||
| Ericka Iachello | 2 | ||
| Same Medalist Partners LP | 2 | ||
| Michael Ardisson | 6 | ||
| Medalist Partners LP | 4 | ||
| Peter Dowling | 2 | ||
| Medalist Partners Private Credit III GP LLC | 2 | ||
| Candlewood Structured Credit Opportunity GP LLC | 2 | ||
| Janet Miller | 2 | ||
| Same Medalist Partners Harvest GP LLC | 1 | ||
| Same Candlewood Structured Credit Harvest GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001748321] | |
| 4 | [0001748321] | |
| SC 13G | [0001748321] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Medalist Partners LP | Summit Wireless Technologies Inc | [2019-02-14] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Datavault AI Inc. | |
| Medalist Partners LP |
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