RIA Intel›Advisers›California›MADRONE INVESTMENT ADVISORY, LLC

MADRONE INVESTMENT ADVISORY, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$254M
1-Year AUM Growth
+12.6%
3-Year CAGR
+10.5%
Employees
1
Assets Under Management
Total AUM$254M
Discretionary AUM$11M
Non-Discretionary AUM$243M
Discretionary %4.3%
Total Clients116
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingApr 30, 2021
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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