CRD: 288894
Madison Global Advisors LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Optima peakPioneer
- Established Date
- 04-12-2018
- Office Locations
- 1
Office Locations
About Madison Global Advisors LLC
Madison Global Partners (Madison Global Advisors LLC) is an independent firm combining wealth management with investment banking/capital markets services, including M&A advisory, institutional sales & trading, and equity/debt placements. It serves small and middle-market companies, institutional investors, family offices, and individuals, with planning and portfolio solutions spanning ETFs and other funds, fixed income, equities, and insurance. Global affiliations support access to global markets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTON JOSEPH GERDES JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1010083
- Ownership
- Less than 5%
DAVID STANLEY KAPLAN
Financial Advisor, General Partner, Managing Member
- CRD
- #1176065
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN HENRY CIERSKI
Managing Director
- CRD
- #2138486
Drew Shea Gordon
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- CRD
- #8092983
Legacy element
Focus ember capital
- CRD
- #84155
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,400,000 | $400,000 |
| Non-Discretionary | $31,000,000 | $234,848 |
| Total | $71,400,000 | $306,438 |
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Separately Managed Accounts
Total SMA Asset: $66,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,515,630,034 | 29.4% |
| Corporate - Investment Grade | $1,985,123,020 | 23.2% |
| Private Funds | $4,055,811,688 | 47.4% |
| Total | $8,556,564,742 | 100.0% |