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CRD 167302
ALPHARETTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| JMP CREDIT ADVISORS CLO III LTD. | Securitized Asset Fund | $362M | Mar 29, 2017 | 48 | Mar 30, 2015 | dropped | n/a |
| JMP CREDIT ADVISORS CLO V LTD. | Securitized Asset Fund | $357M | Mar 30, 2023 | 11 | Oct 1, 2018 | reported | n/a |
| JMP CREDIT ADVISORS CLO II LTD. | Securitized Asset Fund | $313M | Mar 29, 2017 | 48 | Mar 28, 2014 | dropped | n/a |
| MEDALIST PARTNERS CORPORATE FINANCE CLO VII, LTD | Securitized Asset Fund | $299M | Mar 30, 2023 | 10 | Mar 30, 2020 | reported | n/a |
| MEDALIST PARTNERS CORPORATE FINANCE CLO VI LTD. | Securitized Asset Fund | $296M | Mar 30, 2023 | 6 | Mar 30, 2020 | reported | n/a |
| JMP CREDIT ADVISORS CLO IV LTD. | Securitized Asset Fund | $280M | Mar 30, 2023 | 13 | Mar 30, 2018 | reported | n/a |
| MEDALIST PARTNERS CORPORATE FINANCE CLO VIII LTD. | Securitized Asset Fund | $25.8M | Mar 30, 2023 | 3 | Mar 28, 2022 | reported | n/a |
| JMP CREDIT ADVISORS CLO I LTD. | Securitized Asset Fund | $6.2M | Mar 29, 2017 | 10 | Mar 30, 2012 | dropped | n/a |
| JMP CREDIT ADVISORS CLO III(R) LTD. | Securitized Asset Fund | $439,389 | Mar 30, 2023 | 8 | Mar 30, 2018 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARDISSON, MICHAEL, C | PRESIDENT AND PARTNER | C | yes | 03/2018 | Mar 28, 2022 | Mar 30, 2023 |
| Lowry, April | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2021 | Oct 12, 2021 | Mar 30, 2023 |
| MEDALIST PARTNERS GENERAL LLC | GENERAL PARTNER | F | yes | 03/2019 | Mar 29, 2019 | Mar 30, 2023 |
| MEDALIST PARTNERS LP | Member | E | yes | 03/2019 | Mar 29, 2019 | Mar 30, 2023 |
| O'Leary, Shawn | MANAGING DIRECTOR | Na | yes | 03/2019 | Mar 29, 2019 | Mar 30, 2023 |
| PHIPPS, JEREMY, P | President | Na | yes | 09/2021 | Mar 29, 2019 | Mar 30, 2023 |
| RICHTER, GREGORY, PETER | MANAGER & MEMBER | D | yes | 01/2018 | Mar 29, 2019 | Mar 30, 2023 |
| SLONIESKI, JOHN, MITCHELL | DIRECTOR OF PRIVATE CREDIT AND PARTNER | F | yes | 01/2021 | Mar 28, 2022 | Mar 30, 2023 |
| HAMM, BRYAN, B. | SENIOR ADVISOR | Na | no | 04/2021 | Mar 22, 2013 | Mar 30, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MEDALIST PARTNERS HARVEST GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| MEDALIST PARTNERS LP | n/a | n/a | n/a | N | yes | n/a |
| MEDALIST PARTNERS OPPORTUNITY GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| MEDALIST PARTNERS OPPORTUNITY II, LLC | n/a | n/a | n/a | N | yes | n/a |
| MEDALIST PARTNERS PRIVATE CREDIT III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 30, 2023 | $1.3B | $1.3B | 13 | 8 | 0 | 6 | $1.3B |
| 2021 | Mar 28, 2022 | $1.4B | $1.4B | 11 | 8 | 0 | 6 | $1.4B |
| 2020 | Mar 29, 2021 | $1.4B | $1.4B | 9 | 7 | 0 | 5 | $1.4B |
| 2019 | Mar 30, 2020 | $1.5B | $1.5B | 10 | 7 | 0 | 5 | $1.5B |
| 2018 | Mar 29, 2019 | $1.3B | $1.3B | 13 | 9 | 0 | 3 | $1.2B |
| 2017 | Mar 30, 2018 | $924M | $924M | 14 | 9 | 0 | 2 | $812M |
| 2016 | Mar 29, 2017 | $824M | $824M | 14 | 9 | n/a | 3 | $681M |
| 2015 | Mar 30, 2016 | $1.1B | $1.1B | 16 | 10 | n/a | 3 | $1.0B |
| 2014 | Mar 30, 2015 | $1.1B | $1.1B | 15 | 10 | n/a | 3 | $1.1B |
| 2013 | Mar 28, 2014 | $807M | $807M | 14 | 9 | n/a | 2 | $769M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $1.3B | $1.4B | -12.2% | $1.5B | -5.7% | 13 | 11 | 0 | 0 |