Data / Investment advisers / New York / Madison Global Advisors LLC
Madison Global Advisors LLC, Hauppauge, NY: $71.4 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Madison Global Advisors LLC is an SEC registered investment adviser with its main office in Hauppauge, New York and reports $71.4 million in regulatory assets under management in its Form ADV filed April 21, 2026. Its clients include individuals, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and other fees.
The request: Watch Madison Global Advisors LLC (CRD number 288894): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 288894
- SEC file number
- 801-125976
- SEC status
- Approved, effective August 19, 2022
- Main office
- 350 Motor Parkway Suite 205, Hauppauge, NY 11788
- Phone
- (631) 240-4155
- Regulatory AUM
- $71,400,000 in the Form ADV filed April 21, 2026
- Discretionary AUM
- $40,400,000
- Non discretionary AUM
- $31,000,000
- Accounts
- 233
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- April 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 204 | $35 million |
| High net worth individuals | 25 | $31 million |
| Pooled investment vehicles | 4 | $5.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $71.4 million | April 21, 2026 |
| December 1, 2025 | $80.4 million | July 29, 2025 |
Other advisers in Hauppauge
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nestegg Advisors, Inc. | Hauppauge | $272.7 million | Not listed | adviserinfo.sec.gov |
| CFM Advisors Inc | Hauppauge | $202.7 million | Not listed | adviserinfo.sec.gov |
| Partners Capital Services, Inc. | Hauppauge | $109.1 million | Not listed | adviserinfo.sec.gov |
| Conrad Capital Management, Inc. | Hauppauge | $90.7 million | Not listed | adviserinfo.sec.gov |
| HLV Ventures | Hauppauge | $74.8 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hauppauge, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Madison Global Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.