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| Madrone Investment Advisory LLC
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| |
|---|---|
| CRD # | 149549 |
| SEC # | 801-121355 |
| CIK # | |
| AUM | $200.8 MM (2024-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-785-4585 |
| Address | 1101 5th Ave San Rafael, CA 94901 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 28.3 |
| (b) Individuals (high net worth individuals) | 56 | 161.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.3 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 200.8 |
| By Discretionary | ||
| Discretionary | 2 | 8.3 |
| Non-Discretionary | 395 | 192.4 |
| Total | 397 | 200.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.8 | |
| Total | 397 | 200.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Milestone Investments Inc
✚
|
NC | 0.2 |
|
Monex Asset Management Inc
✚
|
TX | 0.2 |
|
Lockshield Partners Inc
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|
KY | 0.2 |
|
Oceanis Financial Advisors Inc
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|
FL | 0.2 |
|
Hensler & Associates Wealth Management LLC
✚
|
MI | 0.2 |
|
Fortress Private Ledger LLC
✚
|
NC | 0.2 |
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
Guardian Asset Advisors LLC
✚
|
PA | 0.2 |
|
Loudon Investment Management LLC
✚
|
NH | 0.2 |
|
Copley Investment Management LLC
✚
|
NC | 0.2 |