MADISON RIVER CAPITAL LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$708M
56% of AUM
Avg account
$126M
Accounts
10
Employees
14
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
286411
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.34%
  • Other24.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Madison River Capital LLC is a private equity–focused adviser that structures and manages pooled investment vehicles for institutional clients. The firm acts as sponsor and general partner on its funds, delivering both portfolio management for pooled vehicles and bespoke management for businesses or institutions. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with a private equity fund manager aligning economics with realized returns. Investment emphasis is on equity exposure delivered through private equity vehicles and non-exchange-traded equity positions. The adviser identifies as an active ESG investor, indicating that environmental, social, and governance factors are integrated into its investment process or stewardship activities. As a relatively recent SEC-registered adviser, Madison River Capital appears set up to deploy concentrated, illiquid equity strategies rather than broad liquid-market beta exposures.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • DEREK IRWIN

    Partner, Chief Financial Officer & Chief Compliance OfficerCRD 5510685

Contacts

1 of 1
  • DAVID WITTELS

    Managing Partner and PresidentCRD 1569645

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth