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MEDLEY PARTNERS MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 289836 · IAPD ↗ · medleyp.com · 415-375-8790

$6.96BRegulatory AUM
8Advisory reps
15Employees
0Clients
n/aPlanning clients
16Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — MEDLEY PARTNERS MANAGEMENT LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.