MADDEN CREEK ADVISORS

Overview

Madden Creek Advisors is an independent registered investment adviser operating as a limited liability company that advises individuals, families and small-business owners. The firm runs a fee model based on a percentage of assets under management and provides financial planning and discretionary portfolio management services. Portfolios are built around public funds and mutual funds as the primary core sleeve, supplemented with selectively accessed alternative strategies for eligible clients. The adviser reports that all client assets are managed on a discretionary basis, indicating portfolio decisions are delegated to the firm. Madden Creek Advisors does not identify as an active ESG investor, does not act as a capital allocator in the sense of running in-house private fund programs, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices