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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

MEDLEY PARTNERS MANAGEMENT LLC

CRD 289836

SAN FRANCISCO, CA

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:99e0c1d3-0bb7-a94a-b270-7d769eaba92e

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 2
On other graphs: 2
Observed: Jan 3, 2018 to May 18, 2026
11 observations

Across DFX

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

Independent Sponsorsidentity

Medley Partners Management LLC

Capital provider · shared crd

Private Equityidentity

Medley Partners Management LLC

Firm · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $7.0BItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.0B
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: 15
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 18
Private funds: 16Schedule D 7.B(1)
Custody, client assets: $4.5B
SEC number: 801-112383
CRD: 289836
Filings on the tape: 11
First filed: Jan 3, 2018
Latest filed: May 18, 2026
Organised: Limited Liability Company, DE
Website: medleyp.com

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
MEDLEY PARTNERS 4SB, L.P.	Private Equity Fund	$2.2B	Mar 27, 2024	9	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 6SB, L.P.	Private Equity Fund	$1.1B	Mar 27, 2024	9	Mar 31, 2023	reported	n/a
MEDLEY PARTNERS 4FD, L.P.	Private Equity Fund	$543M	Mar 27, 2024	8	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 5SB, L.P.	Private Equity Fund	$542M	Mar 27, 2024	9	Mar 31, 2022	reported	n/a
MEDLEY PARTNERS 2S L.P.	Private Equity Fund	$325M	Mar 27, 2024	2	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 3S, L.P.	Private Equity Fund	$254M	Mar 27, 2024	4	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 3B, L.P.	Private Equity Fund	$237M	Mar 27, 2024	2	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 3F, L.P.	Private Equity Fund	$199M	Mar 27, 2024	3	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 2D L.P.	Private Equity Fund	$132M	Mar 27, 2024	6	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS (OFFSHORE) L.P.	Private Equity Fund	$121M	Mar 27, 2024	1	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 3D, L.P.	Private Equity Fund	$94.6M	Mar 27, 2024	4	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 2F L.P.	Private Equity Fund	$69.8M	Mar 27, 2024	2	Jan 3, 2018	reported	n/a
MEDLEY PARTNERS 6FD, L.P.	Private Equity Fund	$62.1M	Mar 27, 2024	9	Mar 27, 2024	reported	n/a
MEDLEY HS S LLC	Private Equity Fund	$46.0M	Mar 27, 2024	3	Mar 31, 2021	reported	n/a
MEDLEY PARTNERS L.P.	Private Equity Fund	$37.8M	Mar 27, 2024	7	Jan 3, 2018	reported	n/a
MEDLEY HS D LLC	Private Equity Fund	$29.8M	Mar 27, 2024	2	Mar 31, 2021	reported	n/a

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
HEISING, MARK, WILLIAM	FOUNDER & MANAGING DIRECTOR	Na	yes	01/2018	Jan 3, 2018	Mar 27, 2024
MADUWURA, EDSON, NMN	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Jan 3, 2018	Mar 27, 2024
MEDLEY PARTNERS ADVISORS GP LLC	GENERAL PARTNER	Na	yes	11/2017	Jan 3, 2018	Mar 27, 2024
MEDLEY PARTNERS ADVISORS GP LLC	Owner	E	yes	11/2017	Jan 3, 2018	Mar 27, 2024
MEDLEY PARTNERS ADVISORS L.P.	Owner	E	yes	11/2017	Jan 3, 2018	Mar 27, 2024
PHILLIPS, PETER, MILLAR	MANAGING DIRECTOR	Na	yes	01/2018	Jan 3, 2018	Mar 27, 2024
VILLIGER, PASCAL, ANDREAS	MANAGING DIRECTOR	Na	yes	01/2018	Jan 3, 2018	Mar 27, 2024
WHISENANT, RANDAL, BRENT	MANAGING DIRECTOR	Na	yes	01/2018	Jan 3, 2018	Mar 27, 2024

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
MEDLEY 2 GP, LP	n/a	n/a	n/a	Y	yes	n/a
MEDLEY 3 GP, LP	n/a	n/a	n/a	Y	yes	n/a
MEDLEY 4 GP, LP	n/a	n/a	n/a	Y	yes	n/a
MEDLEY 5 GP, LP	n/a	n/a	n/a	Y	yes	n/a
MEDLEY 6 GP, LP	n/a	n/a	n/a	Y	yes	n/a
MEDLEY GP, LP	n/a	n/a	n/a	Y	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	Private funds	Fund GAV
2025	Mar 26, 2026	$7.0B	$7.0B	15	8	16	n/a
2024	Mar 29, 2025	$6.8B	$6.8B	13	9	16	n/a
2023	Mar 27, 2024	$6.3B	$6.3B	13	7	16	$6.0B
2022	Mar 31, 2023	$5.9B	$5.9B	14	8	15	$5.7B
2021	Mar 31, 2022	$5.9B	$5.9B	14	7	14	$5.7B
2020	Mar 31, 2021	$4.7B	$4.7B	13	7	13	$4.6B
2019	Mar 10, 2020	$3.9B	$3.9B	14	7	11	$3.7B
2018	Mar 29, 2019	$3.5B	$3.5B	14	7	11	$3.4B

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
2025	$7.0B	$6.8B	2.9%	$5.9B	5.7%	15	13	0	0

Relationships

Advises (16)

→ MEDLEY PARTNERS 4SB, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 3F, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 2S L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 3B, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 6SB, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ MEDLEY HS S LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ MEDLEY PARTNERS 2F L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS (OFFSHORE) L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 5SB, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ MEDLEY PARTNERS L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 2D L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 3D, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 3S, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY PARTNERS 4FD, L.P.Private fundPrivate Equity Fund, IA
Jan 3, 2018 to presentfactForm ADV
→ MEDLEY HS D LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ MEDLEY PARTNERS 6FD, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV

Controls (7)

← VILLIGER, PASCAL, ANDREASOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 3, 2018 to Mar 27, 2024factForm ADV
← WHISENANT, RANDAL, BRENTOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 3, 2018 to Mar 27, 2024factForm ADV
← PHILLIPS, PETER, MILLAROwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 3, 2018 to Mar 27, 2024factForm ADV
← MADUWURA, EDSON, NMNOwnerCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2018 to Mar 27, 2024factForm ADV
← HEISING, MARK, WILLIAMOwnerFOUNDER & MANAGING DIRECTOR, ownership code NA, individual
Jan 3, 2018 to Mar 27, 2024factForm ADV
← MEDLEY PARTNERS ADVISORS GP LLCOwnerOWNER, ownership code E, domestic entity
Jan 3, 2018 to Mar 27, 2024factForm ADV
← MEDLEY PARTNERS ADVISORS L.P.OwnerOWNER, ownership code E, domestic entity
Jan 3, 2018 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Medley Partners Management Llc reported RAUM $5.9B, up 25% from $4.7B (2021-03-31 to 2022-03-31)
Form ADVobserved 5 days ago
$1.2B
Occurred
Jan 3, 2018
First Form ADV filing
Medley Partners Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99e0c1d3-0bb7-a94a-b270-7d769eaba92e
First observed: Jan 3, 2018
Last observed: May 18, 2026 4 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.

MEDLEY PARTNERS MANAGEMENT LLC

CRD 289836

SAN FRANCISCO, CA

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:99e0c1d3-0bb7-a94a-b270-7d769eaba92e

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MEDLEY PARTNERS 4SB, L.P.

Private Equity Fund

$2.2B

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 6SB, L.P.

Private Equity Fund

$1.1B

Mar 27, 2024

Mar 31, 2023

reported

n/a

MEDLEY PARTNERS 4FD, L.P.

Private Equity Fund

$543M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 5SB, L.P.

Private Equity Fund

$542M

Mar 27, 2024

Mar 31, 2022

reported

n/a

MEDLEY PARTNERS 2S L.P.

Private Equity Fund

$325M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 3S, L.P.

Private Equity Fund

$254M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 3B, L.P.

Private Equity Fund

$237M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 3F, L.P.

Private Equity Fund

$199M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 2D L.P.

Private Equity Fund

$132M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS (OFFSHORE) L.P.

Private Equity Fund

$121M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 3D, L.P.

Private Equity Fund

$94.6M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 2F L.P.

Private Equity Fund

$69.8M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY PARTNERS 6FD, L.P.

Private Equity Fund

$62.1M

Mar 27, 2024

reported

n/a

MEDLEY HS S LLC

Private Equity Fund

$46.0M

Mar 27, 2024

Mar 31, 2021

reported

n/a

MEDLEY PARTNERS L.P.

Private Equity Fund

$37.8M

Mar 27, 2024

Jan 3, 2018

reported

n/a

MEDLEY HS D LLC

Private Equity Fund

$29.8M

Mar 27, 2024

Mar 31, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEISING, MARK, WILLIAM

FOUNDER & MANAGING DIRECTOR

yes

01/2018

Jan 3, 2018

Mar 27, 2024

MADUWURA, EDSON, NMN

CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

yes

01/2018

Jan 3, 2018

Mar 27, 2024

MEDLEY PARTNERS ADVISORS GP LLC

GENERAL PARTNER

yes

11/2017

Jan 3, 2018

Mar 27, 2024

MEDLEY PARTNERS ADVISORS GP LLC

Owner

yes

11/2017

Jan 3, 2018

Mar 27, 2024

MEDLEY PARTNERS ADVISORS L.P.

Owner

yes

11/2017

Jan 3, 2018

Mar 27, 2024

PHILLIPS, PETER, MILLAR

MANAGING DIRECTOR

yes

01/2018

Jan 3, 2018

Mar 27, 2024

VILLIGER, PASCAL, ANDREAS

MANAGING DIRECTOR

yes

01/2018

Jan 3, 2018

Mar 27, 2024

WHISENANT, RANDAL, BRENT

MANAGING DIRECTOR

yes

01/2018

Jan 3, 2018

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MEDLEY 2 GP, LP

n/a

yes

n/a

MEDLEY 3 GP, LP

n/a

yes

n/a

MEDLEY 4 GP, LP

n/a

yes

n/a

MEDLEY 5 GP, LP

n/a

yes

n/a

MEDLEY 6 GP, LP

n/a

yes

n/a

MEDLEY GP, LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$7.0B

n/a

2024

Mar 29, 2025

$6.8B

n/a

2023

Mar 27, 2024

$6.3B

$6.0B

2022

Mar 31, 2023

$5.9B

$5.7B

2021

Mar 31, 2022

$5.9B

$5.7B

2020

Mar 31, 2021

$4.7B

$4.6B

2019

Mar 10, 2020

$3.9B

$3.7B

2018

Mar 29, 2019

$3.5B

$3.4B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$7.0B

$6.8B

2.9%

$5.9B

5.7%