ONE MADISON GROUP LLC

RIASEC RegisteredEst. 2022
Total AUM
$7B
Discretionary
$7B
100% of AUM
Avg account
$1.4B
Accounts
5
Employees
23
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
320876
Registered since
June 13, 2022
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other99.51%
  • Pooled Investment Vehicles0.49%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

One Madison Group LLC is a privately structured investment adviser organized as an LLC and registered with the SEC in 2022. It operates as a private equity fund manager serving an institutional client base and combines AUM-based fees with performance‑based fee arrangements. The firm provides portfolio management for pooled vehicles and for institutional or business clients, and it also conducts manager selection for third‑party advisers. One Madison acts as sponsor, general partner and managing member of pooled investment vehicles, and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 66%, Exchange Traded Equities 18%, Derivatives 10%, State & Local Bonds 3%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%, Other 1%66%
  • Private Funds66%
  • Exchange Traded Equities18%
  • Derivatives10%
  • State & Local Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 5
  • SALIL SESHADRI

    Chief Investment OfficerCRD 4246494

  • SCOTT KAPLAN

    Chief Financial OfficerCRD 7862302

  • JONATHAN SOROS

    CEO & FounderCRD 7349193

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Contacts

2 of 2
  • RICHARD HOLAHAN

    PresidentCRD 5125528

  • OMAR ASALI

    FounderCRD 4428790

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
3 E 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth