Madison Capital Partners

RIASEC RegisteredEst. 2012
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$398M
Accounts
12
Employees
7
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
160334
Registered since
March 8, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Madison Capital Partners is a corporation registered with the SEC in 2012 that operates as a private equity firm serving institutional clients. The firm provides portfolio management for pooled investment vehicles and also functions as sponsor, general partner and managing member of those vehicles. Its fee model includes performance-based fees alongside other arrangements. Madison Capital Partners is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • Larry Gies

    Larry Gies

    Founder & CEOCRD 6013186

Contacts

1 of 1
  • John Udelhofen

    John Udelhofen

    Executive Vice PresidentCRD 6013189

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
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth