DBA: MADDEN FUNDS MANAGEMENT
| Total AUM | $217.9M |
| Discretionary | $217.9M100% of AUM |
| Client Accounts | 472 |
| Avg Account Size | $462K |
| Employees | 3 |
| Peak AUM | $217.9MFeb 2026 |
| AUM CAGR | +8.3% /yrover 25 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $218M | +5.7% | +9.8% | +1.4% | |
| Discretionary AUM | $218M | ||||
| Total AUM | $217.9M |
| Discretionary | $217.9M |
| Employees | 3 |
| Client Accounts | 472 |
| Client Range | 51-100 |
Address
1010 LAKE STREET SUITE 604
OAK PARK IL 60301
Phone
708-848-3200
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$218M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$218M
| +5.7% |
| +9.8% |
| +1.4% |
| Total Accounts | 472 | +0.6% | +28.0% | +20.3% |
| Avg Account Size | $461,599.392 | +5.0% | 14.2% | 15.7% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $73M | +5.7% | +9.8% | +1.4% |
Client AUM Segments | |||||
| Wealth AUM | $218M | +5.7% | +9.8% | +1.4% | |
Client Count Segments | |||||
| HNW Clients | 110 | 1.8% | 15.6% | 10.5% | |
| Individuals | 57 | +3.6% | +10.7% | — | |