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| Happy Holidays!! thanks for using AUM13F!! |
| Madrone Investment Advisory LLC
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| CRD # | 149549 |
| SEC # | 801-121355 |
| CIK # | |
| AUM | $226.1 M (2025-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-785-4585 |
| Address | 1101 5th Ave San Rafael, CA 94901 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 40.6 |
| (b) Individuals (high net worth individuals) | 53 | 173.6 |
| (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 | 9.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 226.1 |
| By Discretionary | ||
| Discretionary | 2 | 9.0 |
| Non-Discretionary | 388 | 217.0 |
| Total | 390 | 226.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.1 | |
| Total | 390 | 226.1 |
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|---|---|---|
|
Brendel Financial Advisors LLC
✚
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NH | 0.2 |
|
True Wealth Advisory Group LLC
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FL | 0.2 |
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CQ Wealth Advisors Inc
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CA | 0.2 |
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Hunter Lewis LLC
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VA | 0.2 |
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Redwood Financial Network Corp
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OH | 0.2 |
|
724 Capital LLC
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0.2 | |
|
The Ehrlich Group LLC
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|
CA | 0.2 |
|
SPWM Advisors LLC
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|
MI | 0.2 |
|
Efinancial Alliance LLC
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|
TN | 0.2 |
|
Magnolia Private Wealth LLC
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|
PA | 0.2 |