MADRONE INVESTMENT ADVISORY, LLC
CRD #149549 SEC #801-121355 SAN RAFAEL, CA 415-785-4585
SEC Registered
Total AUM
$226.1M
Discretionary
$9M
Employees
1
Clients
0
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $226.1M | $9M | $217M | 1 | 0 |
| Mar 2025 | $226.1M | $9M | $217M | 1 | 0 |
| Mar 2024 | $200.8M | $8.3M | $192.4M | 1 | 0 |
| Jul 2023 | $170.5M | $7.8M | $162.7M | 1 | 1 |
| Apr 2023 | $150.4M | $7.1M | $143.3M | 1 | 1 |
| Mar 2023 | $150.4M | $7.1M | $143.3M | 1 | 1 |
| Mar 2023 | $150.4M | $7.1M | $143.3M | 1 | 1 |
| Mar 2022 | $166.3M | $8.4M | $157.9M | 1 | 3 |
| Jul 2021 | $150.9M | $7.5M | $143.4M | 1 | 5 |
| Jun 2021 | $140.2M | $7M | $133.2M | 1 | 5 |
| Apr 2021 | $140.2M | $7M | $133.2M | 1 | 5 |
DateSep 2025
Total AUM$226.1M
Discretionary$9M
Non-Disc.$217M
Employees1
Clients0
DateMar 2025
Total AUM$226.1M
Discretionary$9M
Non-Disc.$217M
Employees1
Clients0
DateMar 2024
Total AUM$200.8M
Discretionary$8.3M
Non-Disc.$192.4M
Employees1
Clients0
DateJul 2023
Total AUM$170.5M
Discretionary$7.8M
Non-Disc.$162.7M
Employees1
Clients1
DateApr 2023
Total AUM$150.4M
Discretionary$7.1M
Non-Disc.$143.3M
Employees1
Clients1
DateMar 2023
Total AUM$150.4M
Discretionary$7.1M
Non-Disc.$143.3M
Employees1
Clients1
DateMar 2023
Total AUM$150.4M
Discretionary$7.1M
Non-Disc.$143.3M
Employees1
Clients1
DateMar 2022
Total AUM$166.3M
Discretionary$8.4M
Non-Disc.$157.9M
Employees1
Clients3
DateJul 2021
Total AUM$150.9M
Discretionary$7.5M
Non-Disc.$143.4M
Employees1
Clients5
DateJun 2021
Total AUM$140.2M
Discretionary$7M
Non-Disc.$133.2M
Employees1
Clients5
DateApr 2021
Total AUM$140.2M
Discretionary$7M
Non-Disc.$133.2M
Employees1
Clients5