Medalist Fund IV

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Offering Details

Medalist Partners, LP, a Delaware limited partnership (the “Manager” or “Medalist”) registered as an investment adviser with the Securities and Exchange Commission (the “SEC”), will provide investment management and administrative services to Fund IV and will receive a Management Fee (as defined below) in respect of such services. Medalist is an alternative investment management firm headquartered in New York focused on asset-based private credit and structured credit. Prior to the formation of Medalist in May 2018, senior members of the team had previously led the Global Specialty Finance and Securitized Credit businesses at Credit Suisse before moving to Credit Suisse Asset Management’s (“CSAM”) Credit Investment Group in 2007 to launch a buyside investment management effort focused on the same areas. In 2010, members of the team spun out from Credit Suisse to co-form Candlewood Investment Group, LP (“Candlewood”), an SEC-registered investment adviser headquartered in Rye, New York focused on various credit strategies. While part of Candlewood, the Medalist investment team launched and managed various strategies focused on asset- based private credit, structured credit, and related co-investment vehicles. In May 2018, the entirety of the investment team and supporting professionals for such asset-based private credit, structured credit and related vehicles led a spin-out of Medalist and its dedicated funds. This allowed the team to seamlessly continue operations through independent entities and provided greater control and flexibility in managing the business, while still leveraging the robust business framework and investment process that were developed within Candlewood and Credit Suisse.

Offering Overview

The Fund together with the Cayman Feeder Fund, is seeking approximately $750 million in investor capital commitments (the “Capital Commitments”).

Earnings and Distributions

Earnings will be distributed accounting to the "Earnings" section of the PPM.

Trading Restrictions (may apply)

Investors are subject to a 12 month holding period for the initial investment and a 60 day notification period there after.

Security Type

Fund

Offering Type

Reg D

Launch Date

August 16, 2025

Total Offering Value

$50,000,000

Holder Limit

1,999

Min. Investment

$25,000

Medalist Fund IV

Est. Price Per unit

^$1,000

Disclaimers

XChange Place LLC is not responsible for the information gathered here via third parties and markets. Buying and selling is at the sole discretion of the user. See below for additional disclaimers. The offering Close Date can be extended or terminated by the company’s sole discretion.