Medley Capital Strategies LLC is a large advisory firm based in New York. It manages $57.61 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Medley Capital Strategies provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Medley Capital Strategies LLC is $57.61 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Medley Capital Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Medley Capital Strategies LLC performs its advisory services is located at 375 Park Ave, New York, NY 10152, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-759-0777 or by fax 212-759-0091. The normal business hours are 7-7 on Monday - Friday. You can find more information about the New York firm at www.medleycapital.com.