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 a privately held limited liability company that has been SEC-registered since 2004. The firm primarily serves institutional clients while also offering portfolio management for individuals, small businesses, investment companies, and other institutions. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser is not positioned as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator. Regulatory and business filings list industry affiliations that include broker-dealer activity and registration as an investment adviser.
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 3
Steven Fredricks
Chief Legal Officer & Chief Compliance OfficerCRD 2979708

Mark Henrickson
Chief Financial OfficerCRD 4667962

Jill Friedow
Chief Technology OfficerCRD 5745793
Contacts
3 of 5
Richard 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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