MADISON AVENUE SOLUTIONS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$71M
Accounts
29
Employees
1
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
307461
Registered since
June 19, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies71.88%
  • Pooled Investment Vehicles28.12%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Madison Avenue Solutions, LLC is a privately held fund manager organized as an LLC and registered with the SEC in 2020. The firm operates as a multifaceted sponsor that runs private equity and real estate strategies and manages pooled investment vehicles and investment companies. Its clients are institutional investors, and it charges fees as a percentage of assets under management. Madison Avenue Solutions does not characterize itself as an active ESG investor and is not registered as a multi-state adviser. The firm is structured with both a domestic entity and individual ownership and functions as a sponsor/GP and manager of pooled vehicles. Madison Avenue Solutions maintains a range of industry relationships that support its fund operations, including ties to broker-dealers, other investment advisers, trust companies, accounting firms, insurance companies, pension consultants, and entities that act as sponsors or general partners of pooled vehicles. The firm is not a capital allocator to third-party managers; rather, it directly advises and manages its own funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JENNIFER SMALL

    Director & Chief Compliance OfficerCRD 4952468

  • DOUGLAS BESSO

    Chief Technology OfficerCRD 1530829

Contacts

2 of 2
  • DANIEL BERG

    Financial Advisor and Registered RepresentativeCRD 6146365

  • Jyothi San Juan

    Executive Director - ComplianceCRD 6777364

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth