Investment adviser · CRD 149549
MADRONE INVESTMENT ADVISORY, LLC
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $254M Form ADV · Item 5.F
- Client accounts
- 375 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 59 | $203,482,018 | 80.0% |
| Individuals | 52 | $37,422,054 | 14.7% |
| Retirement plans | Fewer than 5 | $10,265,594 | 4.0% |
| Corporations & businesses | Fewer than 5 | $2,482,407 | 1.0% |
| Charities | Fewer than 5 | $665,977 | 0.3% |
Filing source
Form ADV 2054012 · Mar 24, 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 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Fixed
Principal office
1101 5TH AVE, SUITE 310SAN RAFAEL, CA, 94901, United States
CRD 149549
Filing source
Form ADV 2054012 · Mar 24, 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.