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MEDALIST PARTNERS LP

NEW YORK, NY · CRD 292747 · IAPD ↗ · 212-493-4477

$2.44BRegulatory AUM
12Advisory reps
21Employees
0Clients
0Planning clients
17Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — MEDALIST PARTNERS LP reported RAUM up 31% ($1.87B -> $2.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
August 2024 — MEDALIST PARTNERS LP changed its website from medalistpartners.com to medalistpartnersfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — MEDALIST PARTNERS LP grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — MEDALIST PARTNERS LP reported RAUM up 78% ($1.13B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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