MEDALIST PARTNERS LP

747 Third Avenue
Suite 2902
New York, New York 10017
Tel: 212-493-4477

About MEDALIST PARTNERS LP

MEDALIST PARTNERS LP, formally registered with the SEC as MEDALIST PARTNERS LP. The firm was established in 04/27/2018. They have over 1 offices throughout the country.

MEDALIST PARTNERS LP is a New York, New York based Financial Planning firm with nearly $2,016,733,602 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292747
SEC#	801-113015
Assets Managed by Firm	$2,016,733,602
No. of Clients	27
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	27	$2,016,733,602

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