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Madden Asset Management
Madden Asset Management is an SEC-registered investment adviser founded by John J. Madden III, managing concentrated value-oriented equity portfolios.
Madden Asset Management
Madden Asset Management is a registered investment adviser (RIA) that operates as an independent asset manager rather than a family office. The firm was founded by John J. Madden III, who was previously a financial advisor at firms such as Merrill Lynch and UBS. Its public filings describe a focused equity strategy with concentrated portfolios, often holding less than 20 securities and typically invested in small-cap to micro-cap companies. The firm's investment approach is value-oriented and concentrated, with portfolios designed for long-term capital appreciation. Sector tags are not publicly disclosed, but filings indicate a focus on small-cap equities, micro-cap equities, and cash holdings. Geographic coverage is US-centric, and the firm does not publicly report a minimum account size or deployment threshold. Madden Asset Management is a solo practitioner shop — SEC filings list John J. Madden III as the only principal. The firm's professional headcount is not publicly confirmed, but regulatory disclosures indicate no additional employees. No offices beyond Somerset, New Jersey have been identified, and no philanthropic or adjacent vehicles are publicly linked to the firm. The structural differentiator for Madden Asset Management is its extreme concentration and micro-cap focus, which is rare among registered investment advisers. The firm's small size and single-principal structure create a tightly controlled investment process, but also limit operational depth and disclosure. Public information about the firm is sparse, consisting primarily of SEC Form ADV filings and occasional state-level registration records.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs Madden Asset Management?
John J. Madden III is the founder and sole principal of Madden Asset Management, according to SEC filings. He previously worked as a financial advisor at Merrill Lynch and UBS before forming the firm.
What is Madden Asset Management's investment strategy?
The firm employs a concentrated value-oriented equity strategy. SEC filings describe portfolios that typically hold fewer than 20 stocks, with a focus on small-cap and micro-cap securities. The approach is long-only and U.S.-centric.
Is Madden Asset Management a family office?
No. Madden Asset Management is registered with the SEC as a standalone investment adviser (RIA), not a family office or multi-family office. It does not disclose family office affiliations.
How large is Madden Asset Management's team?
SEC filings list John J. Madden III as the only employee and principal. No additional investment professionals or support staff are publicly identified.
What asset classes does Madden Asset Management invest in?
The firm invests primarily in publicly traded U.S. equities, with a focus on small-cap and micro-cap value stocks. Cash and cash equivalents may also be held in portfolios. No alternative asset classes are disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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