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 an SEC-registered limited liability company that operates as a multifaceted fund manager focused on private funds, with explicit activity in private equity and real estate vehicles. The firm, registered in 2020, serves institutional clients and charges fees as a percentage of assets under management. Its advisory scope centers on portfolio management for investment companies and for pooled investment vehicles; it also functions in sponsor/GP and managing-member roles for those vehicles. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. It is neither a pension consultant nor a related adviser to another registered adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Small

    Director & Chief Compliance OfficerCRD 4952468

  • Douglas Besso

    Douglas Besso

    Chief Technology OfficerCRD 1530829

Contacts

2 of 2
  • Daniel Berg

    Daniel Berg

    Financial Advisor and Registered RepresentativeCRD 6146365

  • Jyothi San Juan

    Jyothi San Juan

    Executive Director - ComplianceCRD 6777364

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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