MEDALIST PARTNERS CORPORATE FINANCE LLC

MEDALIST PARTNERS CORPORATE FINANCE LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 167302). Regulatory assets under management: $1.3B.

Registration

CRD: 167302
SEC file number: 801-77831
Type: Registered investment adviser
Location: 8000 AVALON BOULEVARD, SUITE 460, ALPHARETTA, GA, 30009
Phone: 678-392-3150
Latest filing: 2023-03-30
Regulatory AUM: $1.3B
Discretionary AUM: $1.3B
Clients: 13
Accounts: 6

Officers, owners & control persons (11)

Name	Role	Location
KITCHIN CRAIG ROBERT	CFO, CCO AND SECRETARY; CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND SECRETARY (+1 more)	—
LEFEBVRE RENEE	CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER	—
HAMM BRYAN B	CEO; PRESIDENT; PRESIDENT AND CEO (+1 more)	—
RICHTER GREGORY PETER	MANAGER & MEMBER	—
HERR BRIAN THOMAS	MANAGER & MEMBER	—
ARDISSON MICHAEL C	PRESIDENT AND PARTNER	—
PASSENANT FREDERICK CHARLES	MANAGING DIRECTOR	—
PHIPPS JEREMY P	MANAGING DIRECTOR; PRESIDENT	—
O'Leary Shawn	MANAGING DIRECTOR	—
SLONIESKI JOHN MITCHELL	DIRECTOR OF PRIVATE CREDIT AND PARTNER	—
Lowry April	CHIEF COMPLIANCE OFFICER	—

Private funds (6)

Fund	Type	Formed	Owners	Gross asset value	Min investment
JMP CREDIT ADVISORS CLO V LTD.	Securitized Asset Fund	—	11	$357.3M	$250K
MEDALIST PARTNERS CORPORATE FINANCE CLO VII, LTD	Securitized Asset Fund	—	10	$299.2M	$250K
MEDALIST PARTNERS CORPORATE FINANCE CLO VI LTD.	Securitized Asset Fund	—	6	$295.6M	$250K
JMP CREDIT ADVISORS CLO IV LTD.	Securitized Asset Fund	—	13	$280.4M	$250K
MEDALIST PARTNERS CORPORATE FINANCE CLO VIII LTD.	Securitized Asset Fund	—	3	$25.8M	$250K
JMP CREDIT ADVISORS CLO III(R) LTD.	Securitized Asset Fund	—	8	$439K	$250K

Fund service providers (3)

administrator: U.S BANK NATIONAL ASSOCATION — 4 funds
administrator: U.S. BANK NATIONAL ASSOCIATION
administrator: US BANK NATIONAL ASSOCIATION

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