About Medley Management
Medley Management is a publicly listed company based in New York (United States) founded in 2005, and was acquired by Sierra Income in August 2018. Diversified investment management services are offered to clients. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Medley Management was established in 2005 in New York, United States, as a firm focused on the financial sector. Diversified investment strategies are managed across various asset classes, including credit and real assets. Operations encompass portfolio advisory and capital allocation for institutional investors. Services are provided through a structured platform, with emphasis on alternative investments and risk management in the U.S. market.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Website mdly.com
- Social LinkedIn
- Acquired by Sierra Income (Aug 2018)
- Legal Name Medley Management Inc
- Annual Revenue$34.34 M (USD)-31.32as on Dec 31, 2020
- Net Profit-$2.74 M (USD)22.39as on Dec 31, 2020
- EBITDA$3.14 M (USD)-69.96as on Dec 31, 2020
- Latest Funding Round$30.3M (USD), Debt – Conventional
Feb 2017
- Investors
- Acquired bySierra Income
(Aug 2018)
Funding Insights of Medley Management
- Total Rounds 3
- Last Round Debt – Conventional — $30.3M
All 3 funding rounds of Medley Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2017 | $30.3M | Debt – Conventional | – | – | – |
| Jan 2017 | $30M | Debt – Conventional | – | – | – |
| Oct 2016 | Debt – Conventional | – | – | – |
1 investors in total: 1 institutional.
Investors in Medley Management
Medley Management has secured backing from 1 investor. Prominent investors backing the company include Sierra Income.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Alternative assets are managed by Sierra Income firm. | 2011 | sierraincomecorp.com | Kansas City, United States |
Investor details for Medley Management
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People of Medley Management
8 people are tracked at Medley Management (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Seth Taube | Co-CEO | Leadership |
Brook Taube | Co-CEO | Leadership |
Samuel Anderson | Senior Managing Director Head of Capital Markets & Risk Management | Leadership |
Christopher D. Allen | Senior Managing Director Head of Structured Credit | Leadership |
Howard Liao | Senior Managing Director Head of Corporate Credit | Leadership |
Christopher Taube | Senior Managing Director Head of Institutional Fundraising | Leadership |
Richard Allorto | Chief Financial Officer | Leadership |
John Fredericks | General Counsel | Team |
Complete people profiles for Medley Management
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IPO & Listings of Medley Management
Medley Management is a publicly listed company on the OTC with ticker symbol MDLM in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date24 Sep 2014
- Listed onOTC: MDLM
- Listed entityMEDLEY MANAGEMENT INC
- Exchange sectorFinance
- ISINUS58503T2050
- Share price$0.00 · 2026-10-12
- Market capitalisation$612.00
- Volume (last session)427
Financials of Medley Management
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2020 | $34.3M | -$2.7M | $3.1M |
Detailed financial statements for Medley Management
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Medley Management
5 dated milestones of Medley Management across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Medley Management is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional, of $30.3M.
- Exit Acquired by Sierra Income.
Competitors of Medley Management
Medley Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Medley Management
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Web traffic of Medley Management
Websites that share an audience with Medley Management (mdly.com).
Websites whose visitors overlap most with Medley Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Medley Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Medley Management
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Frequently Asked Questions about Medley Management
Medley Management was founded in 2005 and raised its 1st funding round 11 years after it was founded.
Medley Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Annual revenue of Medley Management is $34.34M as on Dec 31, 2020.
Medley Management was established in 2005 in New York, United States, as a firm focused on the financial sector. Diversified investment strategies are managed across various asset classes, including credit and real assets. Operations encompass portfolio advisory and capital allocation for institutional investors. Services are provided through a structured platform, with emphasis on alternative investments and risk management in the U.S. market.
Medley Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Yes, Medley Management is publicly traded on OTC under the ticker symbol MDLM.
Medley Management has 1 investor. Key investors include Sierra Income.
Yes. Medley Management was acquired by Sierra Income in August 2018.