MADRONE INVESTMENT ADVISORY, LLC

Overview

Madrone Investment Advisory, LLC is an independent SEC-registered registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates on a fixed-fee model and serves both individual & family and institutional clients. Investment activity centers on publicly available pooled vehicles — primarily mutual funds and public funds — supplemented by allocations to third-party real estate strategies. Madrone is not positioned as a capital allocator running its own private funds, and it does not identify as an active ESG investor. A notable feature of the firm’s advisory approach is the heavy use of non-discretionary arrangements: the bulk of client assets remain under client-directed authority or are held in advisory mandates that require client approval before trades. That structure suggests a focus on comprehensive planning and collaborative portfolio implementation rather than large-scale discretionary trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices