MEDLEY PARTNERS MANAGEMENT LLC

One Market Street
Spear Tower, Suite 4100
San Francisco, California 94105
Tel: 415-375-8790

About MEDLEY PARTNERS MANAGEMENT LLC

MEDLEY PARTNERS MANAGEMENT LLC, formally registered with the SEC as MEDLEY PARTNERS MANAGEMENT LLC. The firm was established in 02/05/2018. They have over 1 offices throughout the country.

MEDLEY PARTNERS MANAGEMENT LLC is a San Francisco, California based Financial Planning firm with nearly $6,298,284,854 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289836
SEC#	801-112383
Assets Managed by Firm	$6,298,284,854
No. of Clients	18
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$6,298,284,854
Charitable organizations	2	$309,095,543

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