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Madison Global Advisors LLC

● SEC registered since 2022CRD 288894SEC# 801-125976Hauppauge, NY
Export (members)
Reg. AUM
$71.4M
Employees
8
Accounts
233
Location
Hauppauge, NY

Madison Global Advisors LLC assets under management

Madison Global Advisors LLC operates as an SEC-registered investment adviser based in Hauppauge, NY. The firm has been registered since 2022. It reports $71.4 million in regulatory assets under management and employs 8 people.

Madison Global Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Anton Joseph Gerdes ControlCeo/CcoUnder 5%2017
David Stanley Kaplan ControlManaging MemberUnder 5%2017
Madison III LLC ControlDirect OwnerOver 75%2017
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Frequently asked questions

How much does Madison Global Advisors LLC manage?

Madison Global Advisors LLC reports $71.4 million in regulatory assets under management on its Form ADV.

How many employees does Madison Global Advisors LLC have?

Madison Global Advisors LLC reports 8 employees.

Where is Madison Global Advisors LLC located?

Madison Global Advisors LLC is based in Hauppauge, NY and has been SEC-registered since 2022.

Does Madison Global Advisors LLC disclose fund performance?

Madison Global Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address350 Motor Parkway, Suite 205, Hauppauge, NY 11788
Phone631-240-4155
Fax631-521-7343
Office hours9 a.m.- 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$71.4M▼ 11%
Mar '25 — $80.4MApr '25 — $80.4MMay '25 — $80.4MJun '25 — $80.4MJul '25 — $80.4MAug '25 — $80.4MSep '25 — $80.4MOct '25 — $80.4MNov '25 — $80.4MDec '25 — $80.4MJan '26 — $80.4MFeb '26 — $80.4MMar '26 — $80.4MApr '26 — $71.4MMay '26 — $71.4MJun '26 — $71.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$71.4Mregulatory AUM
Discretionary $40.4MNon-discretionary $31M