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MADISON AVENUE SOLUTIONS, LLC

Legal name: MADISON AVENUE FINANCIAL SOLUTIONS, LLC

CRD 307461File 801-118936
APPROVED
Custody
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.06B
Top 25% of cohort (national)
Discretionary AUM
$2.06B
Clients
29
29 accounts
Employees
1
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 19, 2020
Principal office
200 WEST MADISON, SUITE 2500, CHICAGO, IL, 60606
Phone
312-962-3800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.06B
Discretionary AUM
$2.06B
Non-discretionary AUM
$0
Discretionary accounts
29
Non-discretionary accounts
0
Total accounts
29
AUM per client
$71.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies6$1.48B
Pooled investment vehicles23$579.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
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
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11D4
  • Q11D5
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.