Medalist Partners Lp
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 29
- Avg AUM / client
- $84.2M
- Accounts
- 29
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $754M | 30.9% |
| Pooled investment vehicles (non-investment companies) | 22 | $1.4B | 56.2% |
| State or municipal government entities | 5 | $316M | 12.9% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.7B combined gross assets
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sun, Judy, Zhuqing | Member Of Medalist Partners Harvest Gp, Llc | Aug 2012 (14y) | 5% – 10% | |
| Herr, Brian, Thomas | Member Of Medalist Partners Opportunity Gp, Llc | Apr 2016 (10y) | 10% – 25% | |
| Richter, Gregory, Peter | Chief Executive Officer, Limited Partner, Manager & Member Of General Partner | Jan 2018 (9y) | 50% – 75% | |
| Ardisson, Michael, Christopher | Chief Operating Officer, President & Limited Partner | Mar 2018 (8y) | 25% – 50% | |
| Slonieski, John, Mitchell | Director Of Private Credit And Limited Partner | Jan 2021 (6y) | 10% – 25% | |
| Iachello, Ericka, Leigh | Chief Compliance Officer And Chief Financial Officer | Aug 2021 (5y) | Less than 5% | |
| Buccola, James, Anthony | Head Of Structured Credit And Limited Partner | Sep 2024 (2y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Medalist Partners General Llc | General Partner | Jan 2018 | A | Less than 5% |
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 (14, $1.7B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 4.82 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $117M (5% of AUM) May 2026
- State Street $114M (5% of AUM) May 2026
- BNY Mellon $84.5M (3% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗