MADRONE INVESTMENT ADVISORY, LLC

MADRONE INVESTMENT ADVISORY, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 149549). Regulatory assets under management: $254.3M.

Registration

• CRD: 149549
• SEC file number: 801-121355
• Type: Registered investment adviser
• Location: 1101 5TH AVE, SUITE 310, SAN RAFAEL, CA, 94901
• Phone: 415-785-4585
• Latest filing: 2026-03-24
• Regulatory AUM: $254.3M
• Discretionary AUM: $10.9M
• Non-discretionary AUM: $243.4M
• Clients: 1
• Accounts: 375

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search