Medley & Co

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Assets, Funds, Holdings

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Medley & Co
CRD #105134
SEC #801-32891
CIK #0001536577, 0001611110
AUM
Employees
Phone601-982-4123
Address795 Woodlands Parkway, Ste 104
Ridgeland, MS 39157
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005001999200620132021
AUM Breakdown Accounts AUM ($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 0 0.0
(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 271 153.0
By Discretionary
Discretionary 271 153.0
Non-Discretionary 0 0.0
Total 271 153.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 153.0
Total 271 153.0
EDGAR Form CIK 2011 - 2023
10-K [0001536577]
10-Q [0001536577]
8-K [0001536577]
10-K [0001611110]
10-Q [0001611110]
3 [0001611110]
4 [0001611110]
8-K [0001611110]
SC 13D [0001611110]
SC 13G [0001611110]
Form 13D/13G Filer Form 13D/13G Subject Filed
Taube Angelic Diaz Medley Management Inc [2021-01-27]
Tonkel Jeffrey B Medley Management Inc [2021-01-20]
Taube Seth Medley Management Inc [2021-01-20]
Taube Brook Medley Management Inc [2021-01-20]
Springhouse Capital Master LP Medley Management Inc [2019-02-14]
Weiss Asset Management LP Medley Management Inc [2018-08-17]
JAM Partners LP Medley Management Inc [2018-05-21]
Mangrove Partners Master Fund Ltd Medley Management Inc [2016-01-20]
Brown Advisory Inc Medley Management Inc [2015-03-12]
Philadelphia Financial Management of San Francisco LLC Medley Management Inc [2015-02-17]
View All
Form 3/4/5 Subject 2011 - 2023
Taube Angelic Diaz
Medley Management Inc
Liao Howard
David Richards
Crowe Dean Christopher
Kravitz Peter
Seth & Angie Taube Trust
Freedom 2021 LLC
Taube Seth
Sandy Point LLC
View All
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