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Madrone Investment Advisory, LLC

● SEC registered since 2021CRD 149549SEC# 801-121355San Rafael, CA
Export (members)
Reg. AUM
$226.1M
Employees
1
Accounts
390
Location
San Rafael, CA

Madrone Investment Advisory, LLC assets under management

Madrone Investment Advisory, LLC is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2021. It reports $226.1 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/michael-h-zaidlin-j-d-88526637View on SEC.gov ↗

Madrone Investment Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mike Harry Zaidlin ControlManaging Member/CcoOver 75%2009

Frequently asked questions

How much does Madrone Investment Advisory, LLC manage?

Madrone Investment Advisory, LLC reports $226.1 million in regulatory assets under management on its Form ADV.

How many employees does Madrone Investment Advisory, LLC have?

Madrone Investment Advisory, LLC reports 1 employees.

Where is Madrone Investment Advisory, LLC located?

Madrone Investment Advisory, LLC is based in San Rafael, CA and has been SEC-registered since 2021.

Does Madrone Investment Advisory, LLC disclose fund performance?

Madrone Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1101 5th Ave, Suite 310, San Rafael, CA 94901
Phone415-785-4585
Office hours5-Sep
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$9M
Non-discretionary$217M
Total (RAUM)$226.1M