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 that functions as an adviser and sponsor to pooled investment vehicles with a clear private equity orientation. The firm is classified as a Private Equity Fund adviser and serves an institutional client base, offering portfolio management for pooled vehicles while acting as sponsor, general partner and managing member on its sponsored funds. Its fee model includes performance-based fees and other bespoke fee arrangements. Madison Capital Partners is not an active ESG investor and does not position itself as a multi-state adviser. Investment activity centers on originating and managing private equity funds, with a focus on vehicles where the firm takes an organizing or GP role. The firm also allocates to third-party alternative managers through fund-of-funds structures, indicating a mix of direct-sponsor activity and delegated allocations. Given the small number of institutional clients relative to total AUM and the firm’s role as sponsor and GP, capital flows appear concentrated into a limited set of pooled vehicles rather than many individual advisory retail relationships.

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

1 of 1
  • LARRY GIES

    Founder & CEOCRD 6013186

Contacts

1 of 1
  • JOHN UDELHOFEN

    Executive Vice PresidentCRD 6013189

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth