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⚲
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| Medina Capital Advisors LLC
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|
|
|---|---|
| CRD # | 168398 |
| SEC # | 801-100481 |
| CIK # | |
| AUM | $2.9 MM (2023-03-30) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 305-375-6000 |
| Address | 2333 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Medina Capital Fund II LLC | [2018-03-31] | 165.0 | 2.7 |
| PE | Medina Capital Fund LP | [2013-08-02] | 69.8 | 0.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 2.9 |
| By Discretionary | ||
| Discretionary | 2 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 2 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Manuel Medina | 18 | ||
| Adam Smith | 16 | ||
| Rene Rodriguez | 6 | ||
| Randy Rowland | 4 | ||
| Barry Field | 4 | ||
| Nelson Fonesca | 2 | ||
| Nelson Fonseca | 1 | ||
| Greenhill & Co | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Baird Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Baird Venture Partners Management Company I LLC
✚
|
WI | 0.0 |
|
Cotton Creek Capital Management LLC
✚
|
TX | 0.0 |
|
Northgate Capital LLC
✚
|
CA | 0.0 |
|
Crossregional Management LLC
✚
|
CT | 0.0 |
|
Centricus Asset Management Limited
✚
|
0.0 | |
|
Financial JUNK LLC
✚
|
TN | 0.0 |
|
Glencoe Limited LLC
✚
|
TX | 0.0 |
|
Five Arrows Managers LLP
✚
|
0.0 | |
|
Crestbridge Management Company S A
✚
|
0.0 |