Medalist Partners Corporate Finance LLC
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Overview
Medalist Partners Corporate Finance LLC operates as an advisory company based in Alpharetta, Georgia. The firm manages $1.3 billion in assets over six customer accounts, making it one of the larger firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Medalist Partners Corporate Finance LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, options and stocks.
Medalist Partners Corporate Finance LLC manages all of its accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction decisions for the client's account without needing the customer's consent. The firm's typical account size is $209.8 million. An average advisor at Medalist Partners Corporate Finance LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is located at 8000 Avalon Boulevard, Alpharetta, Georgia 30009. The firm is legally permitted to serve clients in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Medalist Partners Corporate Finance LLC by the Numbers
$1.3 billion
13
6
$209.8 million
Fee Structure
A financial advisor's fees largely vary depending on which service is offered. However, fees billed by the firm can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its six clients, Medalist Partners Corporate Finance LLC's biggest client by number of accounts is pooled investment vehicles. About 100% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Medalist Partners Corporate Finance LLC does not have any disclosures.
Please visit its Form ADV for more details.
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