|
⚲
|
| Keyboard |
| Madison Asset Management LLC
✚
|
|
|---|---|
| CRD # | 130874 |
| SEC # | 801-62992 |
| CIK # | 0001299351 |
| AUM | 4,862.5 M (2026-03-20) |
| Employees | 92 (48% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-767-0300 |
| Address | 550 Science Drive Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001299351 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Arch Capital Group Ltd | 0.4 | ||
| Ross Stores Inc | 0.3 | ||
| Paccar Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Carlisle Companies Inc | 0.2 | ||
| Brown & Brown Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| CDW Corp | 0.1 | ||
| Laboratory Corp of America Holdings | 0.1 | ||
| Copart Inc | 0.1 | ||
| Medpace Holdings Inc | 0.1 | ||
| Teledyne Technologies Inc | 0.1 | ||
| Keysight Technologies Inc | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Analog Devices Inc | 0.1 | ||
| Berkley W R Corp | 0.1 | ||
| Moelis & Co | 0.1 | ||
| Gartner Inc | 0.1 | ||
| Mine Safety Appliances Co | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| Liberty Media Corp | 0.1 | ||
| Ferguson Enterprises Inc /DE/ | 0.1 | ||
| Arista Networks Inc | 0.1 | ||
| Parker Hannifin Corp | 0.1 | ||
| Waters Corp /DE/ | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Lowes Companies Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 3 | 0.0 |
| (d) Investment companies | 31 | 4.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 4.9 |
| By Discretionary | ||
| Discretionary | 36 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 36 | 4.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001299351] | |
| 13F-NT | [0001299351] | |
| SC 13G | [0001299351] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Madison Asset Management LLC | ETF Series Solutions | [2021-07-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.4B |
| Clients | 20 |
| Serves | Institutional, Retail |
| LEI | 254900D6QWLJ3WY5HB97 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Destination Wealth Management
✚
|
CA | 4,948.3 M |
|
Texas Yale Capital Corp
✚
|
FL | 4,924.9 M |
|
Private Management Group Inc
✚
|
CA | 4,903.7 M |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4,858.5 M |
|
Chicago Capital LLC
✚
|
IL | 4,823.3 M |
|
Cardinal Point Capital Management ULC
✚
|
4,808.3 M | |
|
Sowell Financial Services LLC
✚
|
AR | 4,808.2 M |
|
Cidel Asset Management Inc
✚
|
4,802.3 M | |
|
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4,788.2 M |
|
Highpoint Advisor Group LLC
✚
|
IL | 4,783.0 M |