Medallion Investment Partners LLC

Overview

The firm assists high-net-worth and ultra-high-net-worth investors with wealth compounding through access to private investment opportunities.¹

Leadership

Samuel D. Gold is listed by FINRA BrokerCheck as Medallion Investment Partners’ managing partner. His employment with the firm began in September 2021.²

Gold is also listed as a registered representative of Finalis Securities LLC, beginning in October 2024.²

Services

Medallion Investment Partners focuses its investment activity on carefully curated private investment vehicles.¹

The firm’s platform connects private investment vehicles with high-net-worth and ultra-high-net-worth investors, and it invites private funds to explore collaboration opportunities.¹

Securities connected with the firm are offered through Finalis Securities LLC, which the firm identifies as a FINRA and SIPC member.¹

Client Focus

The firm works with high-net-worth and ultra-high-net-worth investors seeking wealth-compounding opportunities through private investment vehicles.¹

Private investment funds may contact Medallion Investment Partners to discuss potential collaboration.¹

Approach

Medallion Investment Partners describes its model as a dedicated family office and investment platform built around carefully curated private investment vehicles that connect with high-net-worth and ultra-high-net-worth investors.¹

FAQs

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Sources

1. Medallion Investment Partners
2. Samuel D. Gold, FINRA BrokerCheck report

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.