# Medley Partners Management LLC

> Medley Partners Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 289836
- Filed as: MEDLEY PARTNERS MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289836
- AdvisorCensus page: https://advisorcensus.com/firm/medley-partners-management-llc-san-francisco-ca-289836

## Quick answers

**How is Medley Partners Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Medley Partners Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Medley Partners Management LLC located?**
Medley Partners Management LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Medley Partners Management LLC registered with the SEC or a state?**
Medley Partners Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289836.

**How much does Medley Partners Management LLC manage?**
Medley Partners Management LLC reports $6,963,380,075 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**How have Medley Partners Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Medley Partners Management LLC: Regulatory assets under management: $4,690,855,765 in the October 2021 data and $6,963,380,075 in the October 2026 data, up 48%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Medley Partners Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16); charitable organizations (2).

**Does Medley Partners Management LLC report any disciplinary disclosures?**
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/289836

**Does Medley Partners Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Medley Partners imposes a $5 million minimum initial investment amount for investors in the Funds and SMAs, subject to reduction at the discretion of Medley Partners."

**What changed in Medley Partners Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Medley Partners imposes a $5 million minimum initial investment amount for investors in the Funds and SMAs, subject to reduction at the discretion of Medley Partners.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $6,963,380,075
- Discretionary: $6,963,380,075
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $6,726,607,686 |
| Charitable organizations | 2 | $236,772,389 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- medleyp.com
- LinkedIn @medley-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,690,855,765 | 13 | March 31, 2021 |
| October 2022 | $5,876,665,750 | 14 | March 31, 2022 |
| October 2023 | $5,890,085,387 | 14 | March 31, 2023 |
| October 2024 | $6,298,284,854 | 13 | March 27, 2024 |
| October 2025 | $6,767,200,508 | 13 | March 29, 2025 |
| October 2026 | $6,963,380,075 | 15 | May 18, 2026 |

Regulatory assets under management: $4,690,855,765 in the October 2021 data and $6,963,380,075 in the October 2026 data, up 48%.
Total employees: 13 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medley Partners Management LLC (CRD 289836): Form ADV filing data as of October 2026.