MADISON ASSET MANAGEMENT
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 130874
- Registered since
- April 27, 2004
- Website
- madisoninvestments.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.58%
- Pension & Profit Sharing Plans0.29%
- Banking / Thrift Institutions0.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Madison Asset Management is organized as a limited liability company that has been SEC-registered since 2004. The firm serves an institutional client base and provides portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Its stated fee structure combines percentage-of-AUM fees with fixed fees. The firm is not positioned as an active ESG investor and is not designated as a multi-state adviser. Regulatory filings identify industry affiliations that include broker-dealer relationships and other investment-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds87%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3STEVEN FREDRICKS
Chief Legal Officer & Chief Compliance OfficerCRD 2979708
MARK HENRICKSON
Chief Financial OfficerCRD 4667962
JILL FRIEDOW
Chief Technology OfficerCRD 5745793
Contacts
3 of 5RICHARD EISINGER
Head of EquitiesCRD 2324340
PATRICK RYAN
Portfolio ManagerCRD 4631570
MICHAEL SANDERS
Portfolio Manager, Fixed IncomeCRD 4819511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$1.2B in ETFs
69%
$826M
28%
$366M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $96.4M | 1,282,365 | 8.09% |
Location
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 550 Science Dr
- Time zone
- CT (UTC-6)
- Office locations
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