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⚲
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| Keyboard |
| Medley & Co
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|---|---|
| CRD # | 105134 |
| SEC # | 801-32891 |
| CIK # | 0001536577, 0001611110 |
| AUM | |
| Employees | |
| Phone | 601-982-4123 |
| Address | 795 Woodlands Parkway, Ste 104 Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-05-12 | Sell | 45,407 | $5.92 | 268,809 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-05-11 | Sell | 5,908 | $6.33 | 37,398 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-04-23 | Sell | 18,465 | $5.00 | 92,325 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-04-22 | Sell | 10,000 | $4.55 | 45,500 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-04-19 | Sell | 2,001 | $6.33 | 12,666 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-04-16 | Sell | 25,000 | $7.68 | 192,000 |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-04-15 | Sell | 88,792 | $8.32 | 738,749 |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 500,000 | $0.00 | |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 450,000 | $0.00 | |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 73,471 | $0.00 | |
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 500,000 | ||
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 450,000 | ||
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 450,000 | ||
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 999,999 | ||
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 999,999 | ||
|
Medley Management Inc MDLY
Class A Common Stock
|
2021-01-19 | Conversion | 73,471 | ||
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 450,000 | $0.00 | |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 999,999 | $0.00 | |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-19 | Conversion | 999,999 | $0.00 | |
|
Medley Management Inc MDLY
Medley LLC Units · derivative
|
2021-01-18 | Other | 499,999 | $0.00 | |
| showing 20 of 158 most recent transactions | |||||