Medley Partners

Also known as Medley

Single Family Office (SFO)San Francisco, United StatesFounded 2004
$6.0B
Assets Under Management
San Francisco
Headquarters

About Medley Partners

Founded in 2004 by Mark Heising, Medley Partners is the private markets investment manager for the foundations affiliated with Jim Simons' family: Simons Foundation, Heising-Simons Foundation, Just Society, and Sea Change Foundation. Medley invests primarily in limited partnerships across the private asset classes, including buyouts, growth equity, venture capital, real estate,e and credit in the United States, Europe, and Asia. We also participate in co-investment opportunities with our existing managers.

Preferred Investment Types

BuyoutGrowth/ExpansionReal Estate OpportunisticRestructuring/TurnaroundVenture Capital

Preferred Sectors & Themes

Charitable InvestmentsFund RaisingEquity/Mutual FundsDistressed SecuritiesDebt IssuanceStartups & ManagementHedge FundsCommercial Property Acquisition & DevelopmentResidential Property Acquisition & DevelopmentHigh-Level SectorsNon-ProfitFinanceTraditional Investments (Liquid Assets)Alternative InvestmentsReal EstateReal Estate Investment & Development

Preferred Geographies

United StatesEuropeAmericasLatin AmericaAsia

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Frequently asked questions

What type of investor is Medley Partners?

Medley Partners is a single family office (sfo) based in San Francisco, United States, managing approximately $6.0B in assets.

Where is Medley Partners headquartered?

Medley Partners is headquartered in San Francisco, United States.

How much does Medley Partners manage?

Medley Partners manages approximately $6.0B in assets under management.

When was Medley Partners founded?

Medley Partners was founded in 2004.

What does Medley Partners invest in?

Medley Partners focuses on Buyout, Growth/Expansion, Real Estate Opportunistic, Restructuring/Turnaround, Venture Capital, Charitable Investments, Fund Raising, Equity/Mutual Funds.

How can I contact Medley Partners?

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