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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $1.48B |
| Pooled investment vehicles | 23 | $579.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 28 | 29 | increased by1 |
| Apr 1, 2026 | AUM | $1,646,776,066 | $2,059,275,264 | increased by$412,499,198 |
| Apr 1, 2026 | Accounts | 28 | 29 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 1 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 28 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $1,646,776,066 | increased by$1,646,776,066 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 28 | increased by28 |
| 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 “MADISON AVENUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADISON AVENUE” 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.