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MEDALIST PARTNERS CORPORATE FINANCE LLC

Advisory

N·ALPHARETTA, GA

Data as of Mar 30, 2023 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
-12.2%
3-Year CAGR
-5.7%
Employees
8
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingMar 22, 2013
Latest FilingMar 30, 2023
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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