DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••••• P••••••• L•
Latest filing May 22, 2026
First filing on the tape Mar 28, 2018 · 24 filings
SEC status approved since Apr 27, 2018
RAUM
$2.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$2.4B as of May 22, 2026
Apr 1, 2019$1.6B then
HNW client RAUM$0 as of May 22, 2026
Apr 1, 2019$0 then
State-registered IARs (5.B.3)0 as of May 22, 2026
Apr 1, 20190 then
Employees (5.A)21 as of May 22, 2026
Apr 1, 201917 then
Private funds17 as of May 22, 2026
Apr 1, 20199 then
RAUM +31% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 22, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $84.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $1.2B, 20 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B56%
- Investment companies$754M31%
- State and municipal entities$316M13%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 29reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 20 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.87 institutional_share=0.13 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- A•••••••• M••••••• C••••••••• · Chief Operating Officer, President & Limited Partnercontrolsince 03/2018 · owns 25% to 50%
- B••••••• J••••• A•••••• · Head Of Structured Credit And Limited Partnercontrolsince 09/2024 · owns 5% to 10%
- I•••••••• E•••••• L•••• · Chief Compliance Officer And Chief Financial Officercontrolsince 08/2021 · owns less than 5%
- R••••••• G••••••• P•••• · Chief Executive Officer, Limited Partner, Manager & Member Of G•••••• Partnercontrolsince 01/2018 · owns 50% to 75%
- S••••••••• J•••• M••••••• · Director Of P•••••• Credit And Limited Partnercontrolsince 01/2021 · owns 10% to 25%
- R••••••• G••••••• P•••• · Managing Membercontrolsince 01/2018 · owns 50% to 75% of M••••••• P••••••• G•••••• L••
- H•••• B••••• T••••• · Member Of M••••••• P••••••• O••••••••• G•• L••since 04/2016 · owns 10% to 25%
- S••• J•••• Z•••••• · Member Of M••••••• P••••••• H•••••• G•• L••since 08/2012 · owns 5% to 10%
Entity owners
- M••••••• P••••••• G•••••• L•• · G•••••• Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• P••••••• H•••••• G•• L••investment adviserbankpooled vehicle sponsorn
- M••••••• P••••••• O••••••••• G•• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 27 to 29Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 20 to 22Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $968M to $1.2BMar 28, 2025 to Mar 31, 2026
- Employees · 20 to 21Mar 28, 2025 to Mar 31, 2026
- Private funds · 14 to 17Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.4BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $999M to $1.4BMar 28, 2025 to Mar 31, 2026
- RAUM · $1.9B to $2.4BMar 28, 2025 to Mar 31, 2026
- Assets in custody · $1.3B to $968MOct 23, 2024 to Mar 28, 2025
- Employees · 19 to 20Oct 23, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Oct 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $1.9BOct 23, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.3B to $999MOct 23, 2024 to Mar 28, 2025
- RAUM · $2.0B to $1.9BOct 23, 2024 to Mar 28, 2025
- Accounts · 20 to 27Feb 16, 2024 to Mar 30, 2024
- Advisory employees · 9 to 12Feb 16, 2024 to Mar 30, 2024
- Advisory activities · 2 to 3Feb 16, 2024 to Mar 30, 2024
- Pooled vehicle clients · 19 to 20Feb 16, 2024 to Mar 30, 2024
- Assets in custody · $1.1B to $1.3BFeb 16, 2024 to Mar 30, 2024
- Employees · 14 to 19Feb 16, 2024 to Mar 30, 2024
- Discretionary RAUM · $1.1B to $2.0BFeb 16, 2024 to Mar 30, 2024
- Pooled vehicle RAUM · $1.1B to $1.3BFeb 16, 2024 to Mar 30, 2024
- RAUM · $1.1B to $2.0BFeb 16, 2024 to Mar 30, 2024
- Advisory employees · 8 to 9Jul 11, 2022 to Mar 31, 2023
- Assets in custody · $825M to $1.1BJul 11, 2022 to Mar 31, 2023
- Discretionary RAUM · $845M to $1.1BJul 11, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $825M to $1.1BJul 11, 2022 to Mar 31, 2023
- RAUM · $845M to $1.1BJul 11, 2022 to Mar 31, 2023
- Accounts · 15 to 20Aug 9, 2021 to Mar 30, 2022
- Pooled vehicle clients · 14 to 19Aug 9, 2021 to Mar 30, 2022
- Assets in custody · $838M to $825MAug 9, 2021 to Mar 30, 2022
- Private funds · 9 to 14Aug 9, 2021 to Mar 30, 2022
- Discretionary RAUM · $869M to $845MAug 9, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $850M to $825MAug 9, 2021 to Mar 30, 2022
- RAUM · $869M to $845MAug 9, 2021 to Mar 30, 2022
- Assets in custody · $855M to $838MDec 7, 2020 to Mar 30, 2021
- Discretionary RAUM · $893M to $869MDec 7, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $873M to $850MDec 7, 2020 to Mar 30, 2021
- RAUM · $893M to $869MDec 7, 2020 to Mar 30, 2021
- Accounts · 16 to 15Mar 30, 2020 to Dec 7, 2020
Signals
10 dated events
- M••••••• P••••••• L• reported RAUM $2.4B, up 31% from $1.9B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Anthony James Buccola (Head Of Structured Credit And Limited Partner) appeared on Schedule A of M••••••• P••••••• L•Sep 18, 2024 · Control person joined · fact
- M••••••• P••••••• L• reported RAUM $2.0B, up 78% from $1.1B (2024-02-16 to 2024-03-30)Mar 30, 2024 · RAUM change · derived
- Gurdev Dillon (Chief Financial Officer Of Private Credit And M••••••• P••••••• L•) no longer on Schedule A of M••••••• P••••••• L• (listed 2023-10-13, absent 2024-02-16)Feb 16, 2024 · Control person left · inference
- M••••••• P••••••• L• reported RAUM $1.1B, up 34% from $844.7M (2022-07-11 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Leigh Ericka Iachello (Chief Compliance Officer And Chief Financial Officer Of Structured Credit) appeared on Schedule A of M••••••• P••••••• L•Aug 9, 2021 · Control person joined · fact
- Mitchell John Slonieski (Director Of Private Credit And Partner) appeared on Schedule A of M••••••• P••••••• L•Mar 30, 2021 · Control person joined · fact
- M••••••• P••••••• L• reported RAUM $893.4M, down 58% from $2.1B (2020-03-30 to 2020-12-07)Dec 7, 2020 · RAUM change · derived
- M••••••• P••••••• L• reported RAUM $2.1B, up 28% from $1.7B (2019-11-25 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- M••••••• P••••••• L• filed its initial SEC registration (Form ADV)Mar 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- M••••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- medalistpartnersfunds.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-493-4477reportedpublic record, Form ADV, May 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026