Madrone Investment Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 24, 2026, reports $254M in regulatory assets under management, 1 employee, and 375 accounts.
Assets Under Management
$254M
Employees
1
Offices
--
Total Clients
118
Primary office
SAN RAFAEL, CA
1101 5TH AVE, SUITE 310, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
59
2
Individuals
44.1%
52
3
Corporations
3.4%
4
4
Pension Plans
1.7%
2
5
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 24, 2026
Discretionary4.3%
$11M
4% of total RAUM4.3%
Non-discretionary95.7%
$243M
96% of total RAUM95.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$254M
Total Accounts375
10Y AUM Change+$114M (+81.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee118:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.