{
  "crd_number": 292747,
  "slug": "medalist-partners-lp-new-york-ny-292747",
  "primary_business_name": "MEDALIST PARTNERS LP",
  "legal_name": "MEDALIST PARTNERS LP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 2442898897.0,
  "raum_discretionary": 2442898897.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 315594002.0,
      "count": 5
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 754180400.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 1373124495.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/medalist-partners",
    "https://medalistpartners.com",
    "https://medalistpartnersfunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292747",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/medalist-partners-lp-new-york-ny-292747",
  "display_name": "Medalist Partners LP",
  "summary": "Medalist Partners LP is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Medalist Partners LP (CRD 292747): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Medalist Partners LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Medalist Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Medalist Partners LP located?",
      "a": "Medalist Partners LP's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Medalist Partners LP registered with the SEC or a state?",
      "a": "Medalist Partners LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292747."
    },
    {
      "q": "How much does Medalist Partners LP manage?",
      "a": "Medalist Partners LP reports $2,442,898,897 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Medalist Partners LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Medalist Partners LP: Regulatory assets under management: $869,420,010 in the October 2021 data and $2,442,898,897 in the October 2026 data, up 181%. Total employees: 14 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Medalist Partners LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22); state or municipal government entities (including government pension plans) (5); investment companies (2)."
    },
    {
      "q": "Which custodians does Medalist Partners LP use?",
      "a": "Medalist Partners LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon Corporation, State Street Corporation and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Medalist Partners LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292747"
    },
    {
      "q": "What changed in Medalist Partners LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,866,722,046 to $2,442,898,897 (+31%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 869420010.0,
      "total_employees": 14,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 844675318.0,
      "total_employees": 14,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1132453618.0,
      "total_employees": 14,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2016733602.0,
      "total_employees": 19,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1866722046.0,
      "total_employees": 20,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2442898897.0,
      "total_employees": 21,
      "filing_date": "2026-05-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,866,722,046 to $2,442,898,897 (+31%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York Mellon Corporation",
      "name_as_filed": "BANK OF NEW YORK MELLON CORPORATION",
      "affiliated": false
    },
    {
      "name": "State Street Corporation",
      "name_as_filed": "STATE STREET CORPORATION",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/medalist-partners-lp-new-york-ny-292747.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 754180400.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 1373124495.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 315594002.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292747",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}