DBA: MADISON CAPITAL PARTNERS
| Total AUM | $4.77B |
| Discretionary | $4.77B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $397.6M |
| Employees | 7 |
| Peak AUM | $4.77BMar 2026 |
| AUM CAGR | +13.7% /yrover 14 yrs · 17 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.8B | +53.6% | +13.1% | +12.0% | |
| Discretionary AUM | |||||
| Total AUM | $4.77B |
| Discretionary | $4.77B |
| Employees | 7 |
| Client Accounts | 12 |
Address
444 W. LAKE ST
CHICAGO IL 60606
Phone
312-277-0156
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$4.8B
| $4.8B |
| +53.6% |
| +13.1% |
| +12.0% |
| Total Accounts | 12 | 0.0% | 15.7% | 9.7% |
| Avg Account Size | $398M | +53.6% | +34.1% | +24.0% |
| Employees | 7 | 0.0% | 0.0% | 20.5% |
| AUM / Employee | $682M | +53.6% | +13.1% | +40.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.8B | +53.6% | +13.1% | +12.0% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | 15.7% | 9.7% | |