Medalist Partners Lp
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Overview
Medalist Partners Lp is an advisory company headquartered in New York, New York. The firm manages $1.1 billion in assets across 20 client accounts, making it one of the larger firms in the country by assets under management (AUM). The company has a small group, including 9 financial advisors. Medalist Partners Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, equities and options.
Medalist Partners Lp administers all of its accounts in a discretionary manner. Discretionary management means that transaction decisions are made by a portfolio manager without needing the customer's approval. The investment advisory firm's average account size is $56.6 million. An average financial advisor at Medalist Partners Lp manages about two client accounts, placing it among the most individualized firms in the country.
Medalist Partners Lp's central office is located at 777 Third Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Medalist Partners Lp by the Numbers
$1.1 billion
14
20
$56.6 million
Fee Structure
Financial management fees are based on the financial services offered. However, fee types billed by Medalist Partners Lp can include the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
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 provides services to investment companies and pooled investment vehicles. Out of its 20 accounts, Medalist Partners Lp's largest client type is pooled investment vehicles. About 65% of its accounts 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 Lp does not have any disclosures.
Please visit its Form ADV for more details.
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