Madison Global Partners LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
285406
Registered since
August 24, 2017

Firm profile

FINTRX

Overview

Madison Global Partners LLC is a limited liability company that registered with the SEC in 2017. The firm is classified as an investment bank and is owned by a mix of domestic entities and individuals. Available disclosures indicate Madison Global Partners does not act as a capital allocator and does not identify as an active ESG investor. It is not reported to be a multi-state adviser, a pension consultant, or part of a related-adviser structure. The firm has provided minimal public detail about its business lines, advisory services, client segments, or fee schedule. Where those items are absent from filings and the source record, it appears the entity’s public footprint focuses on its investment-banking classification rather than traditional RIA asset management activity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Anton Gerdes

    Anton Gerdes

    President, Chief Executive OfficerCRD 1010083

Contacts

3 of 15
  • David Kaplan

    Managing PartnerCRD 1176065

  • Drew Gordon

    Drew Gordon

    Investment Advisor RepresentativeCRD 8092983

  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

Unlock 12 more contacts

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

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
350 Vanderbilt Motor Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth