MEDALIST PARTNERS CORPORATE FINANCE LLC
CRD #167302 SEC #801-77831 ALPHARETTA, GA 678-392-3150
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
13
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1.3B | $1.3B | $0 | 13 | 0 |
| Apr 2022 | $1.4B | $1.4B | $0 | 11 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 11 | 0 |
| Oct 2021 | $1.4B | $1.4B | $0 | 9 | 0 |
| Jul 2021 | $1.4B | $1.4B | $0 | 9 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 9 | 0 |
| May 2020 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 13 | 0 |
| Oct 2018 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2018 | $924M | $924M | $0 | 14 | 0 |
| Mar 2017 | $823.8M | $823.8M | $0 | 14 | 1 |
| Mar 2016 | $1.1B | $1.1B | $0 | 16 | 1 |
| Mar 2015 | $1.1B | $1.1B | $0 | 15 | 1 |
| Mar 2014 | $807.1M | $807.1M | $0 | 14 | 1 |
| Mar 2013 | $475.5M | $475.5M | $0 | 12 | 1 |
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$924M
Discretionary$924M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$823.8M
Discretionary$823.8M
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$807.1M
Discretionary$807.1M
Non-Disc.$0
Employees14
Clients1
DateMar 2013
Total AUM$475.5M
Discretionary$475.5M
Non-Disc.$0
Employees12
Clients1