Investment adviser · CRD 289836
MEDLEY PARTNERS MANAGEMENT LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $6.96B Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 16 | $6,726,607,686 | 96.6% |
| Charities | Fewer than 5 | $236,772,389 | 3.4% |
Filing source
Form ADV 2105140 · May 18, 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
17 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MEDLEY PARTNERS 4SB, L.P.Private Equity Fund · Last reported May 18, 2026$2.2BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-8858847077
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 6SB, L.P.Private Equity Fund · Last reported May 18, 2026$2.05BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-1514528679
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 5SB, L.P.Private Equity Fund · Last reported May 18, 2026$641MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-5325945322
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 4FD, L.P.Private Equity Fund · Last reported May 18, 2026$459MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-7445957756
- Reported beneficial owners
- 8
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 2S L.P.Private Equity Fund · Last reported May 18, 2026$237MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-9781821175
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 3S, L.P.Private Equity Fund · Last reported May 18, 2026$195MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-7670595621
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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.
MEDLEY PARTNERS 3B, L.P.Private Equity Fund · Last reported May 18, 2026$185MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-9831547718
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 2105140 · May 18, 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 18, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
ONE MARKET STREET, SPEAR TOWER, SUITE 4100SAN FRANCISCO, CA, 94105, United States
CRD 289836
Filing source
Form ADV 2105140 · May 18, 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.