Madison Asset Management, LLC

Overview

• HeadquartersMadison, United States²
• Incorporated inWI³
• Business address550 Science Drive, Madison, Wi 53711³
• Legal formLimited Liability Company²
• LEI254900D6QWLJ3WY5HB97²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O Steve Fredricks, 53711 Madison, United States²
• Registered withCorporation Section (Division of Corporate & Consumer Services, Department of Financial Institutions), M058977²

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Corporate structure

Madison Asset Management, LLC is part of a group headed by Madison Investment Holdings, Inc.. 44 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Madison Asset Management, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• Assets it manages$4.9B⁴ 36 accounts, all with discretion
• Employees92 44 in investment advice or research
• ClientsInvestment companies: 31 ($4.8B); Pension and profit sharing plans (but not the plan participants or: 2 ($13.9M); Banking or thrift institutions: 3 ($6.5M)
• How it is paidA percentage of assets under its management; Fixed fees (other than subscription fees)
• What it doesPortfolio management for individuals and/or small businesses; Portfolio management for investment companies; Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
• Holds client assetsNo
• RegistrationSEC 801-62992, CRD 130874 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• MADISON INVESTMENT HOLDINGS,owns 75% or more, since 11/2003

Subsidiaries and ownership

Parent company (GLEIF)

• Madison Investment Holdings, Inc.²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

1. May 28, 2003Parent Directly consolidated by Madison Investment Holdings, Inc.²
2. May 27, 2003Founded Madison Asset Management, LLC is founded²

Filings

20 filings to the SEC since October 2021: 20 other. The latest 20:

1. Aug 10, 202613F-HR EDGAR
2. May 7, 202613F-HR EDGAR
3. Feb 4, 202613F-HR EDGAR
4. Nov 6, 202513F-HR EDGAR
5. Aug 11, 202513F-HR EDGAR
6. May 6, 202513F-HR EDGAR
7. Feb 10, 202513F-HR EDGAR
8. Nov 12, 202413F-HR EDGAR
9. Aug 9, 202413F-HR EDGAR
10. May 9, 202413F-HR EDGAR
11. Feb 12, 202413F-HR EDGAR
12. Nov 13, 202313F-HR EDGAR
13. Aug 1, 202313F-HR EDGAR
14. Apr 26, 202313F-HR EDGAR
15. Feb 8, 202313F-HR EDGAR
16. Nov 10, 202213F-HR EDGAR
17. Aug 9, 202213F-HR EDGAR
18. May 12, 202213F-HR EDGAR
19. Feb 15, 202213F-HR EDGAR
20. Nov 12, 202113F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Madison Asset Management, LLC has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

• ETF Series SolutionsSC 13G/A Jan 13, 2022 to May 3, 2023⁵

SEC filer profile

How Madison Asset Management, LLC is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARMadison Asset Management, LLC¹
• CIK0001299351
• Employer ID (EIN)87-0698416¹
• Incorporated inWisconsin¹
• Fiscal year endsDecember 31¹
• Business address550 Science Drive, Madison, WI 53711¹
• Phone608-274-0300¹
• On EDGAR sinceNov 12, 2004¹
• Filings104 in all: 13F-NT (61), 13F-HR (27), 40-APP/A (6), SC 13G/A (6), 40-APP (2), NO ACT (1), SC 13G (1)¹