$254.3M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Newport Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2011
- Office Locations
- 1
Office Locations
1101 5TH AVE Suite 310 SAN Rafael CA
About Madrone Investment Advisory, LLC
Madrone Investment Advisory, LLC is a SAN Rafael-based RIA. The firm has been operating for 15 years. Managing $254.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Newport Trust. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$254.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
See the complete signal summary connected to oak optima.
Unlock to see real insight on ember value ridge.
Full visibility includes strategy notes for catalyst matrix bridge.
Unlock to compare peer behavior around frontier ridge.
Open the full profile to inspect shifts in pioneer timber.
Unlock to see real insight on beacon beacon foundation.
Request access to benchmark trends tied to ridge.
Open the full profile to inspect shifts in vertex catalyst.
Asset Classes
Prime ridge Matrix
Custodian
Bridge zenith Meridian atlas
Investment Themes
Peak Capital North Catalyst
Investment Vehicles
Focus
Services
Harbor north Insight frontier Value Matrix North Atlas North foundation Value Eagle
Owner & Executives
M
MICHAEL HARRY ZAIDLIN MR.
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5643109
- Ownership
- 75% or more
(971) 562-3563
eagle.legacy@eaglecapital.com
in linkedin.com/in/harbor-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,871,575 | $2,717,894 |
| Non-Discretionary | $243,446,475 | $656,190 |
| Total | $254,318,050 | $678,181 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $254,318,050
Public Funds:
29.2% Equity - Exchange:
28.9% Cash:
27.8% U.S. Government/Agency:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,160,333,261 | 29.2% |
| Equity - Exchange | $2,138,138,057 | 28.9% |
| Cash | $2,056,755,639 | 27.8% |
| U.S. Government/Agency | $1,043,174,623 | 14.1% |
| Total | $7,398,401,580 | 100.0% |