Medley Partners Management Llc
- Regulatory AUM
- $7.0B
- Discretionary
- $7.0B
- Clients
- 18
- Avg AUM / client
- $387M
- Accounts
- 18
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $6.7B | 96.6% |
| Charitable organizations | 2 | $237M | 3.4% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Medley Partners 4 Sb, L.P. | Private Equity Fund | Delaware | $2.2B | 9 |
| Medley Partners 6 Sb, L.P. | Private Equity Fund | Delaware | $1.1B | 9 |
| Medley Partners 4 Fd, L.P. | Private Equity Fund | Delaware | $543M | 8 |
| Medley Partners 5 Sb, L.P. | Private Equity Fund | Delaware | $542M | 9 |
| Medley Partners 2 S L.P. | Private Equity Fund | Delaware | $325M | 2 |
| Medley Partners 3 S, L.P. | Private Equity Fund | Delaware | $254M | 4 |
| Medley Partners 3 B, L.P. | Private Equity Fund | Delaware | $237M | 2 |
| Medley Partners 3 F, L.P. | Private Equity Fund | Delaware | $199M | 3 |
| Medley Partners 2 D L.P. | Private Equity Fund | Delaware | $132M | 6 |
| Medley Partners (Offshore) L.P. | Private Equity Fund | Delaware | $121M | 1 |
| Medley Partners 3 D, L.P. | Private Equity Fund | Delaware | $94.6M | 4 |
| Medley Partners 2 F L.P. | Private Equity Fund | Delaware | $69.8M | 2 |
| Medley Partners 6 Fd, L.P. | Private Equity Fund | Delaware | $62.1M | 9 |
| Medley Hs S Llc | Private Equity Fund | Delaware | $46.0M | 3 |
| Medley Partners L.P. | Private Equity Fund | Delaware | $37.8M | 7 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Heising, Mark, William | Founder & Managing Director | Jan 2018 (9y) | Less than 5% | |
| Maduwura, Edson, Nmn | Chief Financial Officer & Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Phillips, Peter, Millar | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Villiger, Pascal, Andreas | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Whisenant, Randal, Brent | Managing Director | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Medley Partners Advisors L.P. | Owner | Nov 2017 | A | 75% or more |
| Medley Partners Advisors Gp Llc | General Partner | Nov 2017 | A | Less than 5% |
| Medley Partners Advisors Gp Llc | Owner | Nov 2017 | B | ≈ 56.25% – 100% via Medley Partners Advisors L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Medley Partners Advisors Gp Llc: 75% – 100% of Medley Partners Advisors L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (16, $6.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Medley Partners 4 Sb, L.P. | Private Equity Fund | $2.2B | $5.0M | 9 |
| Medley Partners 6 Sb, L.P. | Private Equity Fund | $1.1B | $5.0M | 9 |
| Medley Partners 4 Fd, L.P. | Private Equity Fund | $543M | $5.0M | 8 |
| Medley Partners 5 Sb, L.P. | Private Equity Fund | $542M | $5.0M | 9 |
| Medley Partners 2 S L.P. | Private Equity Fund | $325M | $5.0M | 2 |
| Medley Partners 3 S, L.P. | Private Equity Fund | $254M | $5.0M | 4 |
| Medley Partners 3 B, L.P. | Private Equity Fund | $237M | $5.0M | 2 |
| Medley Partners 3 F, L.P. | Private Equity Fund | $199M | $5.0M | 3 |
| Medley Partners 2 D L.P. | Private Equity Fund | $132M | $5.0M | 6 |
| Medley Partners (Offshore) L.P. | Private Equity Fund | $121M | $5.0M | 1 |
| Medley Partners 3 D, L.P. | Private Equity Fund | $94.6M | $5.0M | 4 |
| Medley Partners 2 F L.P. | Private Equity Fund | $69.8M | $5.0M | 2 |
| Medley Partners 6 Fd, L.P. | Private Equity Fund | $62.1M | $5.0M | 9 |
| Medley Hs S Llc | Private Equity Fund | $46.0M | $5.0M | 3 |
| Medley Partners L.P. | Private Equity Fund | $37.8M | $5.0M | 7 |
| Medley Hs D Llc | Private Equity Fund | $29.8M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 3.74 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗