← Directory
MADDEN FUNDS MANAGEMENT
Legal name: MADDEN FUNDS MANAGEMENT LTD.
CRD 110309File 801-49640
APPROVED
Retail clients
Disclosure events
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$217.9M
Below cohort median (national)
Discretionary AUM
$217.9M
Clients
167
472 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 14, 1995
- Principal office
- 1010 LAKE STREET SUITE 604, OAK PARK, IL, 60301
- Phone
- 708-848-3200
- Website
- HTTP://WWW.MADDENFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.9M
- Discretionary AUM
- $217.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 472
- Non-discretionary accounts
- 0
- Total accounts
- 472
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $133.0M |
| Individuals (other than high net worth individuals) | 110 | $84.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $206,090,994 | $217,874,913 | increased by$11,783,919 |
| Mar 1, 2026 | Accounts | 469 | 472 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 220 | 167 | decreased by53 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $191,626,253 | $206,090,994 | increased by$14,464,741 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 220 | 469 | increased by249 |
| Apr 1, 2022 | Clients | 190 | 220 | increased by30 |
| Apr 1, 2022 | AUM | $203,000,000 | $191,626,253 | decreased by$11,373,747 |
| Apr 1, 2022 | Accounts | 190 | 220 | increased by30 |
| Sep 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MADDEN FUNDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADDEN FUNDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.