Investment adviser · CRD 292747

MEDALIST PARTNERS LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed May 22, 2026

Regulatory AUM: $2.44B
Client accounts: 29
Employees: 21
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	22	$1,373,124,495	56.2%
Investment companies	2	$754,180,400	30.9%
Government entities	5	$315,594,002	12.9%

Filing source

Form ADV 2107125 · May 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT FUND III ONSHORE FEEDER, L.P.Private Equity Fund · Last reported May 22, 2026$502MGross asset value

Form D fundraising filings

Medalist Partners Asset-Based Private Credit Fund III Onshore Feeder, L.P.

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer OPPENHEIMER & CO. INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

MORGAN STANLEY
CRD 149777 · SEC 801-70103

OPPENHEIMER & CO. INC.
CRD 249 · SEC 801-887

Fund details & source

Fund ID: 805-6949487080
Reported beneficial owners: 479
Minimum commitment: $1M
Form D file number: 021-423942

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT MASTER FUND III-A, L.P.Private Equity Fund · Last reported May 22, 2026$335MGross asset value

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GRAND CAYMAN, Cayman Islands

Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 1323

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

Fund details & source

Fund ID: 805-6275045359
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT FUND III OFFSHORE FEEDER, L.P.Private Equity Fund · Last reported May 22, 2026$162MGross asset value

Form D fundraising filings

Medalist Partners Asset-Based Private Credit Fund III Offshore Feeder, L.P.

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GRAND CAYMAN, Cayman Islands

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer OPPENHEIMER & CO. INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 1323

MORGAN STANLEY
CRD 149777 · SEC 801-70103

OPPENHEIMER & CO. INC.
CRD 249 · SEC 801-887

Fund details & source

Fund ID: 805-6281472613
Reported beneficial owners: 193
Minimum commitment: $1M
Form D file number: 021-423946

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS ASSET-BASED PRIVATE CREDIT MASTER FUND III-B, L.P.Private Equity Fund · Last reported May 22, 2026$129MGross asset value

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GRAND CAYMAN, Cayman Islands

Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 1323

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

Fund details & source

Fund ID: 805-7864021614
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS OPPORTUNITY FUND II OFFSHORE FEEDER, L.P.Private Equity Fund · Last reported May 22, 2026$105MGross asset value

Form D fundraising filings

Medalist Partners Opportunity Fund II Offshore Feeder, L.P.

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GRAND CAYMAN, Cayman Islands

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 1323

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source

Fund ID: 805-2418180656
Reported beneficial owners: 116
Minimum commitment: $1M
Form D file number: 021-344829

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS OPPORTUNITY FUND II ONSHORE FEEDER, L.P.Private Equity Fund · Last reported May 22, 2026$90.8MGross asset value

Form D fundraising filings

Medalist Partners Opportunity Fund II Onshore Feeder, L.P.

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source

Fund ID: 805-5228979520
Reported beneficial owners: 221
Minimum commitment: $1M
Form D file number: 021-344830

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEDALIST PARTNERS OPPORTUNITY MASTER FUND II-B, L.P.Private Equity Fund · Last reported May 22, 2026$89.1MGross asset value

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GRAND CAYMAN, Cayman Islands

Prime broker CANTOR FITZGERALD & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 1323

CANTOR FITZGERALD & CO.
CRD 134 · SEC 8-201

Fund details & source

Fund ID: 805-7365365445
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2107125 · May 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 22, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

747 THIRD AVENUE, SUITE 2902
NEW YORK, NY, 10017, United States

CRD 292747

Filing source

Form ADV 2107125 · May 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.