SourcingSourcing

MEDINA VALUE PARTNERS, LLC

C25
CRD 155192·SEC 801-121005·LOS ANGELES, CA
AUM
$717.2M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEDINA VALUE PARTNERS, LLC
CRD
155192
SEC file #
801-121005
EIN
273660746
DBA names
—

Economics

AUM
$717.2M
AUM band
$500M-$1B
AUM trajectory
'22'26
$204.2M → $717.2M▲ +251%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/medina-value-partners-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEDINA, KRISTOFER, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MEDINA, KRISTOFER, LEE
ROSENTHAL, ANDREW, HARRIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:medinavalue.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
6
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001504373
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2011-01-18
Edgar Last Filing Date
2024-01-11
Edgar Form D Count
15
Edgar Form D Offerings
2024-01-112024-01-11 · 0001504373-24-000001
2023-01-112023-01-11 · 0001504373-23-000002
Edgar Former Names
Medina Singh Investment Partners, L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley8
E*trade4
Wells Fargo3
Edgar Addresses
Mailing
11835 WEST OLYMPIC BLVD.SUITE 1285ELOS ANGELES, CA 90064
Business
11835 WEST OLYMPIC BLVD.SUITE 1285ELOS ANGELES, CA 90064
Edgar EIN
273660746
Edgar Recent Filings
D/A2024-01-11 · 0001504373-24-000001
D/A2023-01-11 · 0001504373-23-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4813684
Trust Company Affiliate
No

People (2)

2
KRISTOFER LEE MEDINA
Direct Owner · 87.5%
4813684
ANDREW HARRIS ROSENTHAL
Executive Officer · 2.5%
4494752