Medley Partners Management LLC

Medley Partners Management LLC is a California-based fund-of-funds manager specializing in managing private investment funds primarily in limited partnerships across various private asset classes. Founded in 2007 by Mr. Mark Heising, the firm manages private investments of philanthropic foundations and family entities. Medley Partners restructured in 2018 and is now wholly owned by Medley Partners Advisors, L.P. The firm provides investment advisory services to private investment funds and separately-managed accounts, focusing on private equity, venture capital, real estate, and credit investments in the US, Europe, and Asia. Medley Partners requires a minimum initial investment of $5 million for investors in the Funds and SMAs, with discretion exercised based on the criteria set forth in the limited partnership agreements. The firm manages over $6.7 billion on a discretionary basis as of December 31, 2024. Medley Partners charges investment management or administrative fees to clients, typically payable quarterly in advance. The firm does not participate in wrap fee programs and does not have custody of client funds. Medley Partners' investment committee meets weekly to review and monitor client portfolios, ensuring compliance with stated investment objectives. The firm has a Code of Ethics in place to guide business conduct and addresses conflicts of interest related to personal investments and business relationships. Medley Partners votes proxies in the best interests of clients and provides unaudited monthly performance reports and annual audited financial statements to investors. Clients receive account statements directly from qualified custodians. Medley Partners does not have authority to vote client securities. The firm does not require prepayment of fees exceeding $1,200 per client six months or more in advance.