MADRONE INVESTMENT ADVISORY, LLC
Adviser information for MADRONE INVESTMENT ADVISORY, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $8.3M |
| Non-Discretionary | 395 | $192.4M |
| Total | 397 | $200.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 56 | $28.3M |
| HNW Individuals | 56 | $161.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $8.3M |
| Charitable organizations | <5 | $532,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-121355 |
|---|---|
| SEC ERA File Number | 801-121355 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 149549 |
| Legal Entity Identifier | None |
Principal Office
1101 5TH AVESUITE 310
SAN RAFAEL
CA
United States
Monday - Friday, 9-5
Tel: 415-785-4585, Fax: None
Chief Compliance Officer
MIKE ZAIDLIN
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
1101 5TH AVE
SUITE 310
SAN RAFAEL
CA
United States
Tel:
415-785-4585
M********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZAIDLIN, MIKE, HARRY | Individual | – | MANAGING MEMBER/CCO | 05/2009 | > 75% |