Investment adviser · CRD 130874
MADISON ASSET MANAGEMENT
Investment adviser filing (IA)
MADISON ASSET MANAGEMENT, LLC
MADISON, WI, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $4.86B Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 92 Reported in this filing
- Advisory professionals
- 44 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 31 | $4,842,029,323 | 99.6% |
| Retirement plans | Fewer than 5 | $13,916,534 | 0.3% |
| Banks & thrifts | Fewer than 5 | $6,525,957 | 0.1% |
Filing source
Form ADV 2075903 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
550 SCIENCE DRIVEMADISON, WI, 53711, United States
CRD 130874
Filing source
Form ADV 2075903 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.