MEDLEY CREDIT STRATEGIES, LLC
CRD #157828 SEC #801-72365 NEW YORK, NY 212-759-0777
SEC Registered Private Funds
Total AUM
$46.4M
Discretionary
$46.4M
Employees
1
Clients
0
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLORTO, RICHARD, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLORTO, RICHARD, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLORTO, RICHARD, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDLEY CAPITAL HOLDINGS LLC | DE | MEMBER | NA | Control |
| MEDLEY LLC | DE | MEMBER | NA | Control |
| MEDLEY LLC | DE | MEMBER | NA | Control |
| SCHMUCKLER, JOSEPH, REDMOND | I | MANAGER | NA | Control |
| SCHMUCKLER, JOSEPH, REDMOND | I | MANAGER | NA | Control |
| SCHMUCKLER, JOSEPH, REDMOND | I | MANAGER | NA | Control |
| TAUBE, BROOK, BULGER | I | MANAGER | NA | Control |
| TAUBE, BROOK, BULGER | I | MANAGER | NA | Control |
| TAUBE, BROOK, BULGER | I | MANAGER | NA | Control |
| COMIZIO, ROBERT, JOSEPH | I | MANAGER/MEMBER | E | Control |
| COMIZIO, ROBERT, JOSEPH | I | MANAGER/MEMBER | E | Control |
| COMIZIO, ROBERT, JOSEPH | I | MANAGER/MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FENTRESS, ANDREW, DODD | I | WINDSOR ADVISORS LLC | E | Control |
| FENTRESS, ANDREW, DODD | I | WINDSOR ADVISORS LLC | E | Control |
| FENTRESS, ANDREW, DODD | I | WINDSOR ADVISORS LLC | E | Control |
| SCHWARTZ, BERNARD, LEON | I | SMH PARTNERS LLC | E | Control |
| SCHWARTZ, BERNARD, LEON | I | SMH PARTNERS LLC | E | Control |
| SCHWARTZ, BERNARD, LEON | I | SMH PARTNERS LLC | E | Control |
| T3 GROUP LLC | DE | MEDLEY CAPITAL HOLDINGS LLC | D | Control |
| T3 GROUP LLC | DE | MEDLEY LLC | D | Control |
| T3 GROUP LLC | DE | MEDLEY LLC | D | Control |
| TAUBE, BROOK, BULGER | I | T3 GROUP LLC | D | Control |
| TAUBE, BROOK, BULGER | I | T3 GROUP LLC | D | Control |
| TAUBE, BROOK, BULGER | I | T3 GROUP LLC | D | Control |
| TAUBE, SETH, BULGER | I | T3 GROUP LLC | D | Control |
| TAUBE, SETH, BULGER | I | T3 GROUP LLC | D | Control |
| TAUBE, SETH, BULGER | I | T3 GROUP LLC | D | Control |
| SMH PARTNERS LLC | DE | MEDLEY CAPITAL HOLDINGS LLC | C | Control |
| SMH PARTNERS LLC | DE | MEDLEY LLC | C | Control |
| SMH PARTNERS LLC | DE | MEDLEY LLC | C | Control |
| WINDSOR ADVISORS LLC | DE | MEDLEY CAPITAL HOLDINGS LLC | C | Control |
| WINDSOR ADVISORS LLC | DE | MEDLEY LLC | C | Control |
| WINDSOR ADVISORS LLC | DE | MEDLEY LLC | C | Control |
Registrations
Federal
IA
Apr 2, 2012 REGISTERED
Notice Filings (1)
NY
Address
375 PARK AVE33RD FLOOR
NEW YORK, NY 10152
United States
Phone: 212-759-0777