Private fund adviser · New York, NY
Medalist Partners LP
SEC-registered investment adviser · CRD 292747 · SEC 801-113015
At a glance
Medalist Partners LP is an SEC-registered investment adviser based in New York, New York, with $2.4 billion in regulatory assets under management as of its Form ADV filed May 22, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,490th of 4,686 private fund advisers and 3,223rd of 17,210 SEC-registered advisers by assets.
Main office 212-493-4477medalistpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among private fund advisers
- #1,490 of 4,686
- Rank among all SEC RIAs
- #3,223 of 17,210
- Rank in New York
- #775 of 2,591
- Clients
- 29
- Accounts
- 29
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Gregory P. RichterChief Executive Officer, Limited Partner, Manager & Member of General Partner
- Michael C. ArdissonChief Operating Officer, President & Limited Partner
- Gregory P. RichterMember of Medalist Partners Harvest GP, LLC
- Gregory P. RichterMember of Medalist Partners Opportunity GP, LLC
- Brian T. HerrMember of Medalist Partners Opportunity GP, LLC
- Judy Z. SunMember of Medalist Partners Harvest GP, LLC
- John M. SlonieskiDirector of Private Credit and Limited Partner
- Ericka L. IachelloChief Compliance Officer and Chief Financial Officer
- James A. BuccolaCheif Investment Officer and Limited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 22 | $1.4B | 56% |
| Investment companies | 2 | $754M | 31% |
| State or municipal government entities | 5 | $316M | 13% |
Private funds
Medalist Partners LP reports 17 private funds with $1.8B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Medalist Partners LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗medalistpartners.com ↗
AtlasMembers
The full record on Medalist Partners LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 1,775 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Medalist Partners LP manage?
Medalist Partners LP reports $2.4 billion in regulatory assets under management across 29 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 22, 2026.
What kind of firm is Medalist Partners LP?
Medalist Partners LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Medalist Partners LP’s clients?
By assets, its largest client types are pooled investment vehicles ($1.4 billion, 22 clients); investment companies ($754 million, 2 clients); state or municipal government entities ($316 million, 5 clients).
Does Medalist Partners LP manage private funds?
Yes. It reports 17 private funds with $1.8 billion in gross assets, including hedge funds, private equity funds.
Does Medalist Partners LP have any disciplinary history?
Medalist Partners LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Medalist Partners LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →