MADISON DEARBORN PARTNERS
MADISON DEARBORN PARTNERS, LLC Legal Name
Adviser information for MADISON DEARBORN PARTNERS last updated from Form ADV on March 29th, 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 | 85 |
|---|---|
| Investment Advisory/Research | 59 |
| 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 | 42 | $19.0B |
| Non-Discretionary | 0 | $0 |
| Total | 42 | $19.0B |
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 | 42 | $19.0B |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 18 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesMANAGEMENT OF PRIVATE EQUITY FUNDS |
|---|---|
| Compensation | % of AUMPerformance-based feesTRANSACTION FEES, MONITORING FEES & BOARD COMPENSATION |
Identifiers
| SEC RIA File Number | 801-74015 |
|---|---|
| SEC ERA File Number | 801-74015 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157349 |
| Legal Entity Identifier | None |
Principal Office
70 WEST MADISON ST., SUITE 4600CHICAGO
IL
United States
Monday - Friday, 8:15AM TO 5:00PM
Tel: 312-895-1000, Fax: 312-895-1001
Websites
Chief Compliance Officer
ANNIE S. TERRY
CCO, MANAGING DIRECTOR AND GENERAL COUNSEL
70 WEST MADISON ST., SUITE 4600
CHICAGO
IL
United States
Tel:
(312) 895-1142
Fax:
(312) 895-1143
A*****@*******M
(Full email address available in API data)
Regulatory Contact
KARLA J. BULLARD
MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
70 WEST MADISON ST., SUITE 4600
CHICAGO
IL
United States
Tel:
(312) 895-1022
Fax:
(312) 895-1023
K*******@*******M
(Full email address available in API data)
Industry Affiliates
| ANKURA CAPITAL ADVISORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ANKURA CONSULTING GROUP, LLC | Registered municipal advisor |
| ANKURA TRUST COMPANY, LLC | Trust company |
| KAUFMAN HALL INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
| KAUFMAN, HALL & ASSOCIATES, LLC | Registered municipal advisorCommodity pool operator or commodity trading advisor |
| MADISON DEARBORN PARTNERS V-A&C, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VI-B, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VII-A&C, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VII-B, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VIII-A&C, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VIII-B, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MADISON DEARBORN PARTNERS VIII-SPV, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDCP CO-INVESTORS (MOBIUS) GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDCP INSURANCE SPV GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP CO-INVESTORS (SHD) GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP CO-INVESTORS (VISION) GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP GLOBAL INVESTORS II LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP GLOBAL INVESTORS III LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP SPV GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP VI GLOBAL GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MDP VII GLOBAL GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NFP CORPORATE SERVICES (NY), LLC | Insurance company or agencyPension consultant |
| NFP PROPERTY & CASUALTY SERVICES, INC. | Insurance company or agencyPension consultant |
| PATRIOT SPV GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PERA RISTRA MDCP CO-INVEST GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| THOMPSON FLANAGAN & COMPANY, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MADISON DEARBORN CAPITAL PARTNERS OFFSHORE VI-C, L.P. | Private Equity Fund | $4.9M | $20.0M | 1 |
| MADISON DEARBORN CAPITAL PARTNERS V EXECUTIVE-A, L.P. | Private Equity Fund | $1.8M | $0.0M | 46 |
| MADISON DEARBORN CAPITAL PARTNERS V-A, L.P. | Private Equity Fund | $139.1M | $0.3M | 300 |
| MADISON DEARBORN CAPITAL PARTNERS V-C, L.P. | Private Equity Fund | $37.2M | $0.0M | 74 |
| MADISON DEARBORN CAPITAL PARTNERS VI EXECUTIVE-A, L.P. | Private Equity Fund | $0.3M | $0.3M | 29 |
| MADISON DEARBORN CAPITAL PARTNERS VI EXECUTIVE-B, L.P. | Private Equity Fund | $0.6M | $0.3M | 29 |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | Private Equity Fund | $0.8M | $0.0M | 196 |
| MADISON DEARBORN CAPITAL PARTNERS VI-B, L.P. | Private Equity Fund | $1.3M | $0.0M | 196 |
| MADISON DEARBORN CAPITAL PARTNERS VI-C, L.P. | Private Equity Fund | $0.5M | $0.1M | 45 |
| MADISON DEARBORN CAPITAL PARTNERS VII EXECUTIVE-A L.P. | Private Equity Fund | $218.4M | $0.1M | 89 |
| MADISON DEARBORN CAPITAL PARTNERS VII EXECUTIVE-B L.P. | Private Equity Fund | $67.8M | $0.1M | 89 |
| MADISON DEARBORN CAPITAL PARTNERS VII-A L.P. | Private Equity Fund | $2,081.5M | $0.1M | 219 |
| MADISON DEARBORN CAPITAL PARTNERS VII-B L.P. | Private Equity Fund | $704.3M | $0.1M | 219 |
| MADISON DEARBORN CAPITAL PARTNERS VII-C L.P. | Private Equity Fund | $1,209.2M | $0.4M | 58 |
| MADISON DEARBORN CAPITAL PARTNERS VIII EXECUTIVE-A, L.P. | Private Equity Fund | $226.9M | $0.1M | 108 |
| MADISON DEARBORN CAPITAL PARTNERS VIII EXECUTIVE-A2, L.P. | Private Equity Fund | $231.6M | $241.5M | 1 |
| MADISON DEARBORN CAPITAL PARTNERS VIII EXECUTIVE-B, L.P. | Private Equity Fund | $65.9M | $0.1M | 108 |
| MADISON DEARBORN CAPITAL PARTNERS VIII EXECUTIVE-B2, L.P. | Private Equity Fund | $64.7M | $241.5M | 1 |
| MADISON DEARBORN CAPITAL PARTNERS VIII SPV-A2, L.P. | Private Equity Fund | $204.6M | $0.0M | 42 |
| MADISON DEARBORN CAPITAL PARTNERS VIII SPV-B2, L.P. | Private Equity Fund | $51.0M | $0.0M | 42 |
| MADISON DEARBORN CAPITAL PARTNERS VIII-A, L.P. | Private Equity Fund | $2,694.1M | $0.1M | 201 |
| MADISON DEARBORN CAPITAL PARTNERS VIII-B, L.P. | Private Equity Fund | $800.0M | $0.1M | 201 |
| MADISON DEARBORN CAPITAL PARTNERS VIII-C, L.P. | Private Equity Fund | $1,807.4M | $0.1M | 114 |
| MDCP CO-INVESTORS (MOBIUS), L.P. | Private Equity Fund | $289.0M | $0.2M | 26 |
| MDCP CO-INVESTORS (PATRIOT II), L.P. | Private Equity Fund | $27.7M | $4.0M | 4 |
| MDCP CO-INVESTORS (PATRIOT III), L.P. | Private Equity Fund | $87.5M | $2.2M | 2 |
| MDCP CO-INVESTORS (PATRIOT IV), L.P. | Private Equity Fund | $29.1M | $0.8M | 4 |
| MDCP CO-INVESTORS (SHD), L.P. | Private Equity Fund | $25.0M | $25.0M | 1 |
| MDCP CO-INVESTORS (TANGO), L.P. | Private Equity Fund | $759.2M | $0.9M | 31 |
| MDCP CO-INVESTORS (VISION), L.P. | Private Equity Fund | $224.4M | $0.0M | 16 |
| MDCP EXECUTIVE VI-A GLOBAL INVESTMENTS LP | Private Equity Fund | $0.5M | $0.3M | 29 |
| MDCP EXECUTIVE VII-A GLOBAL INVESTMENTS LP | Private Equity Fund | $20.7M | $0.1M | 89 |
| MDCP INSURANCE SPV, L.P. | Private Equity Fund | $3,115.5M | $0.0M | 204 |
| MDCP VI-A GLOBAL INVESTMENTS LP | Private Equity Fund | $20.0M | $0.0M | 196 |
| MDCP VI-C GLOBAL INVESTMENTS LP | Private Equity Fund | $4.2M | $0.1M | 45 |
| MDCP VII AUXILIARY SPV, L.P. | Private Equity Fund | $836.9M | $0.0M | 104 |
| MDCP VII-A GLOBAL INVESTMENTS LP | Private Equity Fund | $213.3M | $0.1M | 219 |
| MDCP VII-C GLOBAL INVESTMENTS LP | Private Equity Fund | $93.5M | $0.4M | 58 |
| MDP ACM HOLDINGS, LLC | Private Equity Fund | $39.0M | $1.4M | 6 |
| MDP SM HOLDINGS, LLC | Private Equity Fund | $82.4M | $0.9M | 7 |
| PATRIOT SPV, L.P. | Private Equity Fund | $2,756.6M | $0.0M | 190 |
| PERA RISTRA MDCP CO-INVEST, L.P. | Private Equity Fund | $26.0M | $0.1M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MENCOFF, SAMUEL, MERKIN | Individual | – | SENIOR ADVISOR | 05/2023 | < 5% |
| FINNEGAN, PAUL, JAMES | Individual | – | CHAIRMAN | 05/2023 | 5-10% |
| TERRY, ANNIE, SZE-YAO | Individual | – | MANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 11/2018 | 5-10% |
| SULLIVAN, TIMOTHY, PATRICK | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 05/2023 | 5-10% |
| BULLARD, KARLA, JEAN | Individual | – | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER | 11/2018 | 5-10% |
| ALSIKAFI, ZAID, FADHIL | Individual | – | MANAGING DIRECTOR | 07/2011 | 5-10% |
| DOMBALAGIAN, VAHE, ALEX | Individual | – | MANAGING DIRECTOR | 06/2008 | 5-10% |
| SOULELES, THOMAS, S. | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 05/2023 | 5-10% |
| KNUTSEN, JOHN, ERIC | Individual | – | MANAGING DIRECTOR | 10/2008 | < 5% |
| COPANS, RICHARD, HARRIS | Individual | – | MANAGING DIRECTOR | 01/2015 | 5-10% |
| Betten, Elizabeth, Quadros | Individual | – | MANAGING DIRECTOR | 01/2017 | 5-10% |
| PASQUINI, SCOTT, GEORGE | Individual | – | MANAGING DIRECTOR | 01/2017 | 5-10% |
| NORTON, MATTHEW, W | Individual | – | MANAGING DIRECTOR | 01/2017 | 5-10% |
| RAINO, MATTHEW, WILLIAM | Individual | – | MANAGING DIRECTOR | 01/2017 | 5-10% |
| DOLCE, MICHAEL, JOSEPH | Individual | – | MANAGING DIRECTOR | 06/2018 | < 5% |
| Shideler, Timothy, Jason | Individual | – | MANAGING DIRECTOR | 11/2018 | 5-10% |
| Damon, Joshua, Michael | Individual | – | MANAGING DIRECTOR | 01/2019 | 5-10% |
| TRENDLER, CHRISTOPHER | Individual | – | MANAGING DIRECTOR | 10/2021 | 5-10% |
| WARD, VANESSA, MONICO | Individual | – | MANAGING DIRECTOR | 04/2022 | 5-10% |
| BARRETT, BRENDAN, THOMAS | Individual | – | MANAGING DIRECTOR | 01/2023 | 5-10% |
| MACHA, THOMAS, ANDREW | Individual | – | MANAGING DIRECTOR | 01/2023 | 5-10% |
| NOVAK, TODD, EDWARD | Individual | – | MANAGING DIRECTOR | 07/2023 | 5-10% |
| Ritchie, William, Edgar | Individual | – | MANAGING DIRECTOR | 01/2023 | 5-10% |
| PAULEY, JAY | Individual | – | MANAGING DIRECTOR | 10/2023 | 5-10% |