MADISON RIVER CAPITAL LLC
Adviser information for MADISON RIVER CAPITAL LLC last updated from Form ADV on March 27th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | $176.6M |
| Non-Discretionary | 4 | $1.1B |
| Total | 6 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $369.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | <5 | $922.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128495 |
|---|---|
| SEC ERA File Number | 801-128495 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286411 |
| Legal Entity Identifier | None |
Principal Office
780 THIRD AVENUE30TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-805-8111, Fax: None
Chief Compliance Officer
DEREK IRWIN
CHIEF FINANCIAL OFFICER
780 THIRD AVENUE
30TH FLOOR
NEW YORK
NY
United States
Tel:
212-805-8113
D*****@****************M
(Full email address available in API data)
Regulatory Contact
DAVID M. WITTELS
MANAGING PARTNER AND PRESIDENT
780 THIRD AVENUE
30TH FLOOR
NEW YORK
NY
United States
Tel:
212-805-8111
D*******@****************M
(Full email address available in API data)
Industry Affiliates
| MADISON RIVER CAPITAL I GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MADISON RIVER CAPITAL I-A, L.P. | Private Equity Fund | $174.1M | $0.3M | 26 |
| MADISON RIVER CAPITAL I-B, L.P. | Private Equity Fund | $2.5M | $0.3M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WITTELS, DAVID, MARTIN | Individual | – | MANAGING PARTNER AND PRESIDENT | 02/2016 | > 75% |
| IRWIN, DEREK | Individual | – | SENIOR MANAGING PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |