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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MEDINA CAPITAL ADVISORS, LLC

CRD 168398

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b388231-ba2e-5289-0a45-7562189bcbb5

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 2
Observed: Jun 29, 2015 to Mar 30, 2023
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Medina Capital Advisors, LLC

Private equity manager · shared crd

Venture Capitalidentity

Medina Capital Advisors, LLC

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.9MItem 5.F on the latest filing (2023-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $2.9Mgross asset value as reported per fund; never fund size
Custody, client assets: $2.9M
SEC number: 801-100481
CRD: 168398
Filings on the tape: 10
First filed: Jun 29, 2015
Latest filed: Mar 30, 2023
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MEDINA CAPITAL FUND II, LLC	Private Equity Fund	$2.7M	Mar 30, 2023	74	Mar 31, 2018	reported	021-286860
MEDINA CAPITAL FUND, LP	Private Equity Fund	$125,236	Mar 30, 2023	72	Aug 2, 2013	reported	021-195262

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEDINA CAPITAL PARTNERS, INC.	HOLDING COMPANY	E	yes	12/2012	Jun 29, 2015	Mar 30, 2023
MEDINA, MANUEL, D.	MANAGING PARTNER	E	yes	12/2012	Jun 29, 2015	Mar 30, 2023
MEDINA, MANUEL, D.	MANAGING PARTNER	Na	yes	12/2012	Jun 29, 2015	Mar 30, 2023
RODRIGUEZ, RENE, A.	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2012	Jun 29, 2015	Mar 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MEDINA CAPITAL FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
MEDINA CAPITAL FUND MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$2.9M	$2.9M	7	5	0	2	$2.9M
2021	Mar 15, 2022	$310M	$310M	7	5	0	2	$310M
2020	Mar 31, 2021	$182M	$182M	7	5	0	2	$182M
2019	Mar 31, 2020	$210M	$210M	7	5	0	2	$210M
2018	Mar 29, 2019	$174M	$174M	7	5	0	2	$150M
2017	Mar 31, 2018	$169M	$169M	7	5	0	2	$169M
2016	Mar 28, 2017	$189M	$189M	11	8	n/a	1	$189M
2015	Mar 30, 2016	$187M	$187M	11	8	n/a	1	$187M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$2.9M	$310M	-99.1%	$210M	-76.1%	7	7	0	0

Relationships

Advises (2)

→ MEDINA CAPITAL FUND, LPPrivate fundPrivate Equity Fund, IA
Aug 2, 2013 to presentfactForm ADV
→ MEDINA CAPITAL FUND II, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2018 to presentfactForm ADV

Controls (3)

← RODRIGUEZ, RENE, A.OwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 29, 2015 to presentfactForm ADV
← MEDINA, MANUEL, D.OwnerMANAGING PARTNER, ownership code E, individual
Jun 29, 2015 to presentfactForm ADV
← MEDINA CAPITAL PARTNERS, INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Jun 29, 2015 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2023
Regulatory AUM changed
Medina Capital Advisors, Llc reported RAUM $2.9M, down 99% from $310.5M (2022-03-15 to 2023-03-30)
Form ADVobserved 5 days ago
$-308M
Occurred
Mar 15, 2022
Regulatory AUM changed
Medina Capital Advisors, Llc reported RAUM $310.5M, up 71% from $182.0M (2021-03-31 to 2022-03-15)
Form ADVobserved 5 days ago
$128M
Occurred
Jun 29, 2015
First Form ADV filing
Medina Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b388231-ba2e-5289-0a45-7562189bcbb5
First observed: Jun 29, 2015
Last observed: Mar 30, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MEDINA CAPITAL ADVISORS, LLC

CRD 168398

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b388231-ba2e-5289-0a45-7562189bcbb5

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MEDINA CAPITAL FUND II, LLC

Private Equity Fund

$2.7M

Mar 30, 2023

Mar 31, 2018

reported

021-286860

MEDINA CAPITAL FUND, LP

Private Equity Fund

$125,236

Mar 30, 2023

Aug 2, 2013

reported

021-195262

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEDINA CAPITAL PARTNERS, INC.

HOLDING COMPANY

yes

12/2012

Jun 29, 2015

Mar 30, 2023

MEDINA, MANUEL, D.

MANAGING PARTNER

yes

12/2012

Jun 29, 2015

Mar 30, 2023

MEDINA, MANUEL, D.

MANAGING PARTNER

yes

12/2012

Jun 29, 2015

Mar 30, 2023

RODRIGUEZ, RENE, A.

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2012

Jun 29, 2015

Mar 30, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MEDINA CAPITAL FUND GP, LLC

n/a

yes

n/a

MEDINA CAPITAL FUND MANAGER, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$2.9M

2021

Mar 15, 2022

$310M

2020

Mar 31, 2021

$182M

2019

Mar 31, 2020

$210M

2018

Mar 29, 2019

$174M

$150M

2017

Mar 31, 2018

$169M

2016

Mar 28, 2017

$189M

n/a

$189M

2015

Mar 30, 2016

$187M

n/a

$187M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$2.9M

$310M

-99.1%

$210M

-76.1%