SULLIVAN REALTY CAPITAL, LLC
DBA: MADISON REALTY CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.57B |
| Discretionary | $5.47B98% of AUM |
| Non-Discretionary | $100.0M |
| Client Accounts | 10 |
| Avg Account Size | $557.3M |
| Employees | 76 |
| Peak AUM | $6.82BMar 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.6B | 12.5% | 2.6% | +12.1% | |
| Discretionary AUM | $5.5B | ||||
Key Metrics
| Total AUM | $5.57B |
| Discretionary | $5.47B |
| Employees | 76 |
| Client Accounts | 10 |
Contact & Location
Address
520 MADISON AVENUE
NEW YORK NY 10022
Phone
646-442-0714
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$5.5B
98.2% of AUM
Non-Discretionary
$100M
1.8% of AUM
Disc. mix ▼ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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