Madison Asset Management
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 130874
- Registered since
- April 27, 2004
- Website
- madisoninvestments.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.58%
- Pension & Profit Sharing Plans0.29%
- Banking / Thrift Institutions0.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Madison Asset Management is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2004. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses, investment companies, and businesses or institutions. Its compensation arrangements combine percentage-of-AUM fees with fixed-fee engagements. The firm is not designated as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant. Regulatory and industry affiliations include relationships with a broker‑dealer and classifications as an investment adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds87%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Jill Friedow
Chief Technology OfficerCRD 5745793
Steven Fredricks
Chief Legal Officer & Chief Compliance OfficerCRD 2979708
Mark Henrickson
Chief Financial OfficerCRD 4667962
Contacts
3 of 5
Patrick Ryan
Portfolio ManagerCRD 4631570
Haruki Toyama
Portfolio Manager, AnalystCRD 2408848
Steven Carl
ChairmanCRD 2749848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$2.3B in ETFs
78%
$1.8B
20%
$509M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $84.4M | 936,702 | 3.72% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 550 Science Dr
- Time zone
- CT (UTC-6)
- Office locations
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