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Madanat Financial Services

Madanat Financial Services. CRD 297452

Madanat Financial Services logo

CRD: 297452

Madanat Financial Services

$29.7K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist · Pershing · Truist Bank
Clients
Retail
Platforms
--
Established Date
06-27-2018
Office Locations
1

Office Locations

-- SAN Luis Obispo CA

About Madanat Financial Services

Mada Capital is a UAE Securities and Commodities Authority–regulated firm providing portfolio management (discretionary and non-discretionary), fund launch/management, and corporate advisory including private placements, M&A and investment research. It serves HNWIs, family offices, institutions and corporates across key international markets, with a track record launching 30+ real estate and private equity funds and leading 15+ regional IPOs.

Team overview

-- AVG AGE
$29.7K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

D

David Aron Madanat

Chief Compliance Officer, Consultant, PRINCIPAL

CRD
#6883278
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $29,671 --
Total $29,671 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Private Funds:
Available
Cash:
Available
Asset class Assets Assets %
Private Funds Available Available
Cash Available Available
Total Available Available

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