DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Madison International Realty Holdings, LLC
Latest filing Jul 8, 2026
First filing on the tape Feb 14, 2012 · 26 filings
SEC status approved since Mar 9, 2012
RAUM
$6.3B
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
62
20 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
26
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$6.3B as of Jul 8, 2026
Mar 28, 2013$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 8, 2026
Mar 28, 20130 then
Employees (5.A)62 as of Jul 8, 2026
Mar 28, 201340 then
Private funds26 as of Jul 8, 2026
Mar 28, 20138 then
RAUM -3.1% over the last fiscal year-7.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $191MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 80%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.4B70%
- Sovereign wealth funds$1.1B18%
- State and municipal entities$438M7.0%
- Other investment advisers$286M4.5%
- Pension and profit-sharing plans$37.2M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.75 institutional_share=0.25 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
37 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Mark Ronald Dickerman · Presidentcontrolsince 04/2002 · owns less than 5%
- David Mark Schein · Chief Operating Officer, And General Counselcontrolsince 04/2023 · owns less than 5%
- Mark Ronald Dickerman · Majority Ownercontrolsince 06/2019 · owns 75% or more of Madison International Realty Partners, LP
- Joseph Carey Flaherty · Chief Investment Officersince 05/2010 · owns less than 5%
- Yehuda Hecht · Chief Financial Officersince 10/2010 · owns less than 5%
- Emidio Morizio · Chief Compliance Officersince 08/2023 · owns less than 5%
Entity owners
- Madison International Realty Partners, LP · Madison International Realty Partners, LPdirect · owns 75% or more
Related persons
Schedule D 7.A
- Madison International Holdings Lazora, LLCpooled vehicle sponsory
- Madison International Holdings Nyc Core Retail II, LLCpooled vehicle sponsory
- Madison International Holdings Nyc Core Retail, LLCpooled vehicle sponsory
- Madison International Holdings V, LLCpooled vehicle sponsory
- Madison International Holdings Vi Retail Co-Investment, LLCpooled vehicle sponsory
- Madison International Holdings Vi, LLCpooled vehicle sponsory
- Madison International Holdings Vii Eli Co-Investment, LLCpooled vehicle sponsory
- Madison International Holdings Vii Iqhq Co-Investment, LLCpooled vehicle sponsory
- Madison International Holdings Vii, LLCpooled vehicle sponsory
- Madison International Holdings Viii Cologix Co-Investment, LLCpooled vehicle sponsory
- Madison International Holdings Viii, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom6 employees
- Frankfurt Am Main, Germany2 employees
- Amsterdam, Netherlands1 employees
- Luxembourg, Luxembourg1 employees
- Los Angeles, CA
- Singapore, Singapore
What changed
consecutive filings, newest first
- Other offices · 7 to 6Mar 31, 2026 to Jul 8, 2026
- Accounts · 28 to 33Apr 10, 2025 to Mar 31, 2026
- Advisory employees · 32 to 20Apr 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 25 to 26Apr 10, 2025 to Mar 31, 2026
- Employees · 74 to 62Apr 10, 2025 to Mar 31, 2026
- Other offices · 6 to 7Apr 10, 2025 to Mar 31, 2026
- Private funds · 25 to 26Apr 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.1B to $5.0BApr 10, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $421M to $1.3BApr 10, 2025 to Mar 31, 2026
- Pension RAUM · $84.1M to $37.2MApr 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.4B to $4.4BApr 10, 2025 to Mar 31, 2026
- RAUM · $6.5B to $6.3BApr 10, 2025 to Mar 31, 2026
- Accounts · 25 to 28Mar 28, 2024 to Apr 10, 2025
- Advisory employees · 31 to 32Mar 28, 2024 to Apr 10, 2025
- Pooled vehicle clients · 21 to 25Mar 28, 2024 to Apr 10, 2025
- Employees · 70 to 74Mar 28, 2024 to Apr 10, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 10, 2025
- Private funds · 21 to 25Mar 28, 2024 to Apr 10, 2025
- Discretionary RAUM · $6.6B to $6.1BMar 28, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $429M to $421MMar 28, 2024 to Apr 10, 2025
- Pension RAUM · $75.9M to $84.1MMar 28, 2024 to Apr 10, 2025
- Pooled vehicle RAUM · $4.8B to $4.4BMar 28, 2024 to Apr 10, 2025
- RAUM · $7.0B to $6.5BMar 28, 2024 to Apr 10, 2025
- Related bank · false to trueMar 28, 2024 to Apr 10, 2025
- Accounts · 20 to 25Aug 24, 2023 to Mar 28, 2024
- Advisory employees · 62 to 31Aug 24, 2023 to Mar 28, 2024
- Pooled vehicle clients · 20 to 21Aug 24, 2023 to Mar 28, 2024
- Assets in custody · $5.9B to $0Aug 24, 2023 to Mar 28, 2024
- Employees · 73 to 70Aug 24, 2023 to Mar 28, 2024
- Other offices · 5 to 6Aug 24, 2023 to Mar 28, 2024
- Private funds · 17 to 21Aug 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.5B to $6.6BAug 24, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $457M to $429MAug 24, 2023 to Mar 28, 2024
- Pension RAUM · unset to 75949367.0Aug 24, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.0B to $4.8BAug 24, 2023 to Mar 28, 2024
- RAUM · $8.0B to $7.0BAug 24, 2023 to Mar 28, 2024
- Accounts · 16 to 20Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 58 to 62Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 20Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $5.6B to $5.9BMar 31, 2022 to Mar 31, 2023
Signals
3 dated events
- David Mark Schein (Chief Operating Officer, And General Counsel) appeared on Schedule A of Madison International Realty Holdings, LlcMar 28, 2024 · Control person joined · fact
- Madison International Realty Holdings, Llc reported RAUM $6.3B, up 36% from $4.6B (2019-10-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Madison International Realty Holdings, Llc reported RAUM $4.6B, up 28% from $3.6B (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/madison-international-realtyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- madisonint.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-688-8777reportedpublic record, Form ADV, Jul 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Madison International Realty Holdings, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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