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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MADISON CAPITAL ADVISORS, LLC

CRD 137896

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7347843-83bc-e4c7-f1db-e9a42bfa6384

Data as of Oct 2, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Oct 2, 2014
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $166MItem 5.F on the latest filing (2014-10-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $165M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 35
Advisory employees: 9
Accounts: 7
Private funds: 7Schedule D 7.B(1)
Private fund GAV: $166Mgross asset value as reported per fund; never fund size
Custody, client assets: $166M
SEC number: 801-66032
CRD: 137896
Filings on the tape: 7
First filed: Mar 28, 2012
Latest filed: Oct 2, 2014
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MADISON/SPECIAL SITUATIONS VALUE FUND II, LLC	Other Private Fund	$960,000	Oct 2, 2014	1	Mar 28, 2012	reported	n/a
MADISON/WP VALUE FUND IV, LLC	Other Private Fund	$367,000	Mar 27, 2013	1	Mar 28, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BTRUE PRODUCTIONS, LLC	Member	E	yes	04/2002	Mar 28, 2012	Oct 2, 2014
BURGHART, GARY, ROBERT	CHIEF LEGAL OFFICER (SINCE 04/2007) & CHIEF COMPLIANCE OFFICER (SINCE 04/27/12)	Na	yes	04/2007	Mar 28, 2012	Oct 2, 2014
CALAHAN VENTURES I, LLC	Member	C	yes	04/2002	Mar 28, 2012	Oct 2, 2014
EAGLE INVESTMENT PARTNERS, L.P.	Member	E	yes	01/1998	Mar 28, 2012	Oct 2, 2014
EAGLE INVESTMENT TRUST	LIMITED PARTNER	E	yes	01/1998	Mar 28, 2012	Oct 2, 2014
GORDON, BRYAN, EVANS	GENERAL PARTNER	F	yes	01/1998	Mar 28, 2012	Oct 2, 2014
GORDON, BRYAN, EVANS	Trustee	F	yes	01/1998	Mar 28, 2012	Oct 2, 2014
GORDON, BRYAN, EVANS	MANAGING DIRECTOR & CHAIRMAN/CEO	Na	yes	09/2002	Mar 28, 2012	Oct 2, 2014
MADISON CAPITAL MANAGEMENT, LLC	Member	E	yes	09/2002	Mar 28, 2012	Oct 2, 2014
MAGELLAN ENTERPRISES I, LLC	Member	E	yes	08/2007	Mar 28, 2012	Oct 2, 2014
MAGELLAN ENTERPRISES II TRUST	Member	E	yes	08/2007	Mar 28, 2012	Oct 2, 2014
O'HARE, BARBARA, ALYSSA	VICE CHAIRMAN	Na	yes	09/2002	Mar 28, 2012	Oct 2, 2014
O'HARE, BARBARA, ALYSSA	TRUSTEE OF MAGELLAN ENTERPRISES II TRUST AND MEMBER OF MAGELLAN ENTERPRISES I, LLC	F	yes	02/2003	Mar 28, 2012	Oct 2, 2014
THE HARMONY GROUP II, LLC	Member	E	yes	04/2002	Mar 28, 2012	Oct 2, 2014
WALKER, ROBERT, YULE	PRINCIPAL, CHIEF OPERATING AND FINANCIAL OFFICER	Na	yes	04/2010	Mar 28, 2012	Oct 2, 2014
WOLKOV, SETH, MARTIN	President	Na	yes	02/2010	Mar 28, 2012	Oct 2, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MADISON CAPITAL ADVISORS 1, LLC	n/a	n/a	n/a	Y	yes	n/a
MADISON CAPITAL ADVISORS 3, LLC	n/a	n/a	n/a	Y	yes	n/a
MADISON INVESTMENT PARTNERS 22, LLC	n/a	n/a	n/a	N	yes	n/a
MADISON INVESTMENT PARTNERS 24, LLC	n/a	n/a	n/a	N	yes	n/a
MADISON MANAGEMENT COMPANY 1, LLC	n/a	n/a	n/a	N	yes	n/a
MADISON/NA CAPITAL ADVISORS 1, LLC	n/a	n/a	n/a	Y	yes	n/a
MADISON/NA INVESTMENT PARTNERS 1, LLC	n/a	n/a	n/a	N	yes	n/a
MADISON/NA MANAGEMENT COMPANY 1, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 28, 2014	$160M	$156M	35	9	n/a	7	$165M
2012	Mar 27, 2013	$245M	$241M	42	11	n/a	8	$243M
2011	Mar 28, 2012	$391M	$369M	n/a	n/a	n/a	6	$372M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$166M	$245M	-32.4%	n/a	n/a	35	42	n/a	n/a

Relationships

Advises (2)

→ MADISON/SPECIAL SITUATIONS VALUE FUND II, LLCPrivate fundOther Private Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ MADISON/WP VALUE FUND IV, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2012 to Mar 27, 2013factForm ADV

Controls (13)

← GORDON, BRYAN, EVANSOwnerGENERAL PARTNER, ownership code F, individual
Mar 28, 2012 to presentfactForm ADV
← WALKER, ROBERT, YULEOwnerPRINCIPAL, CHIEF OPERATING AND FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← WOLKOV, SETH, MARTINOwnerPRESIDENT, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← O'HARE, BARBARA, ALYSSAOwnerTRUSTEE OF MAGELLAN ENTERPRISES II TRUST AND MEMBER OF MAGELLAN ENTERPRISES I, LLC, ownership code F, individual
Mar 28, 2012 to presentfactForm ADV
← BURGHART, GARY, ROBERTOwnerCHIEF LEGAL OFFICER (SINCE 04/2007) & CHIEF COMPLIANCE OFFICER (SINCE 04/27/12), ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← BTRUE PRODUCTIONS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← CALAHAN VENTURES I, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 28, 2012 to presentfactForm ADV
← EAGLE INVESTMENT PARTNERS, L.P.OwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← EAGLE INVESTMENT TRUSTOwnerLIMITED PARTNER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← MADISON CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← MAGELLAN ENTERPRISES I, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← MAGELLAN ENTERPRISES II TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV
← THE HARMONY GROUP II, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7347843-83bc-e4c7-f1db-e9a42bfa6384
First observed: Mar 28, 2012
Last observed: Oct 2, 2014 145 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MADISON CAPITAL ADVISORS, LLC

CRD 137896

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7347843-83bc-e4c7-f1db-e9a42bfa6384

Data as of Oct 2, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MADISON/SPECIAL SITUATIONS VALUE FUND II, LLC

Other Private Fund

$960,000

Oct 2, 2014

Mar 28, 2012

reported

n/a

MADISON/WP VALUE FUND IV, LLC

Other Private Fund

$367,000

Mar 27, 2013

Mar 28, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BTRUE PRODUCTIONS, LLC

Member

yes

04/2002

Mar 28, 2012

Oct 2, 2014

BURGHART, GARY, ROBERT

CHIEF LEGAL OFFICER (SINCE 04/2007) & CHIEF COMPLIANCE OFFICER (SINCE 04/27/12)

yes

04/2007

Mar 28, 2012

Oct 2, 2014

CALAHAN VENTURES I, LLC

Member

yes

04/2002

Mar 28, 2012

Oct 2, 2014

EAGLE INVESTMENT PARTNERS, L.P.

Member

yes

01/1998

Mar 28, 2012

Oct 2, 2014

EAGLE INVESTMENT TRUST

LIMITED PARTNER

yes

01/1998

Mar 28, 2012

Oct 2, 2014

GORDON, BRYAN, EVANS

GENERAL PARTNER

yes

01/1998

Mar 28, 2012

Oct 2, 2014

GORDON, BRYAN, EVANS

Trustee

yes

01/1998

Mar 28, 2012

Oct 2, 2014

GORDON, BRYAN, EVANS

MANAGING DIRECTOR & CHAIRMAN/CEO

yes

09/2002

Mar 28, 2012

Oct 2, 2014

MADISON CAPITAL MANAGEMENT, LLC

Member

yes

09/2002

Mar 28, 2012

Oct 2, 2014

MAGELLAN ENTERPRISES I, LLC

Member

yes

08/2007

Mar 28, 2012

Oct 2, 2014

MAGELLAN ENTERPRISES II TRUST

Member

yes

08/2007

Mar 28, 2012

Oct 2, 2014

O'HARE, BARBARA, ALYSSA

VICE CHAIRMAN

yes

09/2002

Mar 28, 2012

Oct 2, 2014

O'HARE, BARBARA, ALYSSA

TRUSTEE OF MAGELLAN ENTERPRISES II TRUST AND MEMBER OF MAGELLAN ENTERPRISES I, LLC

yes

02/2003

Mar 28, 2012

Oct 2, 2014

THE HARMONY GROUP II, LLC

Member

yes

04/2002

Mar 28, 2012

Oct 2, 2014

WALKER, ROBERT, YULE

PRINCIPAL, CHIEF OPERATING AND FINANCIAL OFFICER

yes

04/2010

Mar 28, 2012

Oct 2, 2014

WOLKOV, SETH, MARTIN

President

yes

02/2010

Mar 28, 2012

Oct 2, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MADISON CAPITAL ADVISORS 1, LLC

n/a

yes

n/a

MADISON CAPITAL ADVISORS 3, LLC

n/a

yes

n/a

MADISON INVESTMENT PARTNERS 22, LLC

n/a

yes

n/a

MADISON INVESTMENT PARTNERS 24, LLC

n/a

yes

n/a

MADISON MANAGEMENT COMPANY 1, LLC

n/a

yes

n/a

MADISON/NA CAPITAL ADVISORS 1, LLC

n/a

yes

n/a

MADISON/NA INVESTMENT PARTNERS 1, LLC

n/a

yes

n/a

MADISON/NA MANAGEMENT COMPANY 1, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 28, 2014

$160M

$156M

n/a

$165M

2012

Mar 27, 2013

$245M

$241M

n/a

$243M

2011

Mar 28, 2012

$391M

$369M

n/a

$372M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$166M

$245M

-32.4%

n/a