Medley Partners Management LLC
SEC RegisteredManaging private market investments on behalf of Jim Simons' family and affiliated foundations.
About the firm
Medley manages private market investments on behalf of Jim Simons' family and affiliated foundations, including the Simons Foundation, Heising-Simons Foundation, Foundation for a Just Society, and Sea Change Foundation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing private market investments
Who they serve
Jim Simons' family and affiliated foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 16 | $6.7B |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Medley Partners Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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