The MADISON AVENUE SOLUTIONS GROUP is a privately held investment adviser that advises $309.59Bn in regulatory assets under management held in 4 SEC fund types across 8 investment strategies. MADISON AVENUE SOLUTIONS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 435.49% over the last 5-years.
The Group has been registered with the SEC for 35.47 years and is comprised of 9 filing and 0 relying advisers. They operate out of 146 office locations with their Headquarters at 200 W. MADISON ST. SUITE 2500, CHICAGO, IL. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2,318 employees comprised of 1,037 investment and 1,281 non-investment staff. The total number of Employees increased by 155.29% over the last 5-years.
Their $309.59Bn in assets advised are owned by 31 private funds, 6 public funds and BDCs and 1,415 other accounts. Assets of High Net Worth Individuals clients own $132.04Bn or 42.65% of Total Assets and Pension and Profit Sharing Plans-Private own $87.42Bn or 28.24% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Emerging Markets, representing 52.34%, 31.4% and 14.29% of total assets, respectively.
They advise 10 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MADISON AVENUE SOLUTIONS GROUP names 14 sub-advisers ARENA CAPITAL ADVISORS, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, ARTISAN PARTNERS LIMITED PARTNERSHIP, AXIOM INVESTORS, EARNEST PARTNERS, LLC, FONDSMAEGLERSELSKABET MAJ INVEST A/S, GQG PARTNERS, JENNISON ASSOCIATES, LOOMIS, SAYLES & COMPANY, L.P., LSV ASSET MANAGEMENT, PARAMETRIC PORTFOLIO ASSOCIATES, SSGA FUNDS MANAGEMENT, INC., UBS ASSET MANAGEMENT (AMERICAS) LLC, WELLINGTON MANAGEMENT COMPANY LLP to 4 different funds advised by the group. The Group has been named as the sub-adviser to 11 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MADISON AVENUE SOLUTIONS GROUP's case, they have 26 business conditions that require high process maturity and 3 Watch Factors.