Madison Avenue Securities, LLC
● SEC registered since 2009CRD 23224SEC# 801-69919San Diego, CA
Reg. AUM
$2.02B
Employees
125
Accounts
14,099
Location
San Diego, CA
Madison Avenue Securities, LLC assets under management
Madison Avenue Securities, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2009. It reports $2 billion in regulatory assets under management and employs 125 people.
Madison Avenue Securities, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Callanan | Manager | Under 5% | 2015 |
| Kt Equity Partners II, LLC Control | Direct Owner | Over 75% | 2015 |
| Martin William McNees Control | President | Under 5% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Madison Avenue Securities, LLC manage?
Madison Avenue Securities, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Madison Avenue Securities, LLC have?
Madison Avenue Securities, LLC reports 125 employees.
Where is Madison Avenue Securities, LLC located?
Madison Avenue Securities, LLC is based in San Diego, CA and has been SEC-registered since 2009.
Does Madison Avenue Securities, LLC disclose fund performance?
Madison Avenue Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13500 Evening Creek Dr. N, #555, San Diego, CA 92128 |
| Phone | 888-627-7323 |
| Fax | 858-207-1789 |
| Office hours | 6:00 a.m.-4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.02B▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$2.02Bregulatory AUM
Discretionary $1.59BNon-discretionary $430.5M