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MADISON CAPITAL PARTNERS

Legal name: MADISON CAPITAL PARTNERS CORPORATION

CRD 160334File 801-73760
APPROVED
Custody
Filing as of Mar 18, 2026
Feed vintage Sep 26, 2026
Regulatory AUM
$4.77B
Top 25% of cohort (national)
Discretionary AUM
$4.77B
Clients
12
12 accounts
Employees
7
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Mar 8, 2012
Principal office
444 W. LAKE ST, SUITE 4400, CHICAGO, IL, 60606
Phone
312-277-0156

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.77B
Discretionary AUM
$4.77B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$397.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles12$4.77B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — PERCENTAGE OF INCOME
  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$3,106,952,000$4,770,870,000increased by$1,663,918,000
May 1, 2025
vs Oct 1, 2022
Clients2012decreased by8
May 1, 2025
vs Oct 1, 2022
AUM$3,644,500,000$3,106,952,000decreased by$537,548,000
May 1, 2025
vs Oct 1, 2022
Accounts2012decreased by8
Apr 1, 2022Employees227decreased by15
Apr 1, 2022AUM$2,708,300,000$3,644,500,000increased by$936,200,000
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MADISON CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADISON CAPITAL” 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.