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 Avenue Solutions, LLC
Legal name Madison Avenue Financial Solutions, LLC
Latest filing Aug 5, 2026
First filing on the tape May 18, 2020 · 17 filings
SEC status approved since Jun 19, 2020
RAUM
$2.1B
reported, Item 5.F
Discretionary
100%
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
1
0 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
12
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.1B as of Aug 5, 2026
Mar 31, 2023$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 5, 2026
Mar 31, 20210 then
Employees (5.A)1 as of Aug 5, 2026
Mar 31, 20218 then
Private funds12 as of Aug 5, 2026
Mar 31, 202312 then
RAUM +25% over the last fiscal year+24% a year over threeIARs 0 to 0offices 1 to 4
Practice profile
derived from the filing of Aug 5, 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
- $71.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.5B72%
- Pooled investment vehicles$579M28%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 29reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Salient Natural Resource Fund, L.P. | Other Private Fund | $24.3M | 57 | Mar 25, 2015 |
| Teton Midstream Infrastructure Fund III, LP | Other Private Fund | $18.4M | 3 | Mar 25, 2015 |
| Teton Midstream & Resource Partners II, LP | Real Estate Fund | $16.7M | 39 | Feb 13, 2014 |
| Tmrp II Baffin Co-Investment, L.P. | Private Equity Fund | $13.6M | 6 | Feb 13, 2014 |
| Teton Midstream & Resource Partners III, LP | Real Estate Fund | $13.5M | 92 | Aug 13, 2014 |
| Teton Natural Resource Fund V, L.P. | Other Private Fund | $7.9M | 5 | Feb 13, 2014 |
| Salient 2016 Multi Strategy Fund Series F | Other Private Fund | $6.9M | 8 | Jul 14, 2017 |
| Tmrp II Utica Co-Investment, L.P. | Other Private Fund | $5.1M | 6 | Feb 13, 2014 |
| Teton Midstream Infrastructure Fund II, LP | Real Estate Fund | $3.5M | 106 | Feb 13, 2014 |
| Teton Strategic Energy & Income Growth, L.P. | Other Private Fund | $1.5M | 4 | Mar 25, 2015 |
| Teton Venture Partners, L.P. | Other Private Fund | $1.2M | 3 | Feb 13, 2014 |
| Salient Opportunistic Real Estate Fund, LP | Real Estate Fund | $85,849 | 18 | Nov 20, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Douglas Besso · Chief Technology Officercontrolsince 11/2022 · owns less than 5%
- Thomas John Boyle · Executive Director Operationscontrolsince 11/2022 · owns less than 5%
- Linn Ricky Myers · Chief Compliance Officercontrolsince 12/2021 · owns less than 5%
- Jeremy Daniel Berg · Director Financesince 11/2022 · owns less than 5%
- Heinz Robert Paul Wascher · Director Compliancesince 11/2022 · owns less than 5%
Entity owners
- Hightower Holding, LLC · Parent Companydirect · owns 75% or more
- Thl Equity Fund Vii Investors (Ht), LLC · 50% Owner Of Applicant'S Holding Companyindirect · owns 50% to 75% of Hightower Holding, LLC
Related persons
Schedule D 7.A
- Delta Asset Management, LLCinvestment advisernRAUM $1.5B
- Duncker Streett & Co.investment advisernRAUM $707M
- Gms Surgent, LLCinsurancen
- Grant Tani Barash & Altman, LLCinvestment advisernRAUM $2.3B
- Harvey Investment Company, LLCinvestment advisernRAUM $1.0B
- Hightower Advisors, LLCinvestment advisernRAUM $199B
- Hightower Family Select Service Company, LLCinsurancen
- Hightower Securities, LLCbroker-dealerreal estaten
- Hightower Teton Private Equity Gp, LLCpooled vehicle sponsorn
- Hightower Trust Services Ltan
- Kanawha Capital Management, LLCinvestment advisernRAUM $1.8B
- The Rikoon Group, LLCinvestment advisernRAUM $72.2M
- Trust Company Of Illinoisn
- Axiom Asset Managementinvestment advisernRAUM $900M
Advisers that list Madison Avenue Solutions, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY
What changed
consecutive filings, newest first
- Accounts · 28 to 29Jan 27, 2026 to Mar 31, 2026
- Pooled vehicle clients · 22 to 23Jan 27, 2026 to Mar 31, 2026
- Other offices · 1 to 4Jan 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $2.1BJan 27, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $508M to $579MJan 27, 2026 to Mar 31, 2026
- RAUM · $1.6B to $2.1BJan 27, 2026 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to Oct 13, 2025
- Accounts · 26 to 28Jan 27, 2025 to Mar 31, 2025
- Pooled vehicle clients · 20 to 22Jan 27, 2025 to Mar 31, 2025
- Assets in custody · $44.8M to $45.8MJan 27, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $439M to $508MJan 27, 2025 to Mar 31, 2025
- RAUM · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- Accounts · 23 to 26Feb 9, 2024 to Mar 29, 2024
- Pooled vehicle clients · 18 to 20Feb 9, 2024 to Mar 29, 2024
- Assets in custody · $66.9M to $44.8MFeb 9, 2024 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $1.3BFeb 9, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $351M to $439MFeb 9, 2024 to Mar 29, 2024
- RAUM · $1.1B to $1.3BFeb 9, 2024 to Mar 29, 2024
- Related insurance company · false to trueFeb 9, 2024 to Mar 29, 2024
- Accounts · 22 to 23Dec 21, 2022 to Mar 31, 2023
- Advisory activities · 3 to 2Dec 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 17 to 18Dec 21, 2022 to Mar 31, 2023
- Assets in custody · $57.9M to $66.9MDec 21, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.0B to $1.1BDec 21, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $291M to $351MDec 21, 2022 to Mar 31, 2023
- RAUM · $1.0B to $1.1BDec 21, 2022 to Mar 31, 2023
- Accounts · unset to 22.0Mar 31, 2022 to Dec 21, 2022
- Advisory employees · 1 to 0Mar 31, 2022 to Dec 21, 2022
- Advisory activities · 1 to 3Mar 31, 2022 to Dec 21, 2022
- BD registered reps · 4 to 1Mar 31, 2022 to Dec 21, 2022
- Pooled vehicle clients · unset to 17.0Mar 31, 2022 to Dec 21, 2022
- Assets in custody · unset to 57899465.0Mar 31, 2022 to Dec 21, 2022
- Employees · 8 to 1Mar 31, 2022 to Dec 21, 2022
- Private funds · unset to 12Mar 31, 2022 to Dec 21, 2022
- Discretionary RAUM · unset to 1017913000.0Mar 31, 2022 to Dec 21, 2022
- Non-discretionary RAUM · unset to 0.0Mar 31, 2022 to Dec 21, 2022
- Pooled vehicle RAUM · unset to 290639000.0Mar 31, 2022 to Dec 21, 2022
- RAUM · unset to 1017913000.0Mar 31, 2022 to Dec 21, 2022
- Accounts · 0.0 to unsetMay 18, 2020 to Mar 31, 2021
Signals
8 dated events
- Madison Avenue Solutions, Llc reported RAUM $2.1B, up 25% from $1.6B (2026-01-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Madison Avenue Solutions, Llc reported RAUM $1.6B, up 27% from $1.3B (2025-01-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Combs Catherine Amacher (Head Of Business Management) no longer on Schedule A of Madison Avenue Solutions, Llc (listed 2023-07-31, absent 2024-02-09)Feb 9, 2024 · Control person left · inference
- Joseph Douglas Besso (Chief Technology Officer) appeared on Schedule A of Madison Avenue Solutions, LlcDec 21, 2022 · Control person joined · fact
- Thomas John Boyle (Executive Director Operations) appeared on Schedule A of Madison Avenue Solutions, LlcDec 21, 2022 · Control person joined · fact
- Linn Ricky Myers (Chief Compliance Officer) appeared on Schedule A of Madison Avenue Solutions, LlcJan 2, 2022 · Control person joined · fact
- Devin Lance Murray (Cco) no longer on Schedule A of Madison Avenue Solutions, Llc (listed 2021-03-31, absent 2022-01-02)Jan 2, 2022 · Control person left · inference
- Madison Avenue Solutions, Llc filed its initial SEC registration (Form ADV)May 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Madison Avenue Solutions, LLC · Independent Sponsorsshared crd · capital_provider
- Madison Avenue Solutions, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- hightoweradvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-962-3800reportedpublic record, Form ADV, Aug 5, 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 Avenue Solutions, 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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