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Madison Global Partners
Madison Global Partners was established in 2017 as a registered investment advisor based in Hauppauge, on New York's Long Island. The firm operates as a wealth...
Madison Global Partners
Madison Global Partners was established in 2017 as a registered investment advisor based in Hauppauge, on New York's Long Island. The firm operates as a wealth management practice serving high-net-worth individuals, pension funds, and business clients. Its location deliberately positions it outside the Manhattan financial core, likely reflecting a client base drawn from Long Island's professional and business-owner communities. The firm's strategy centers on investment advisory services including portfolio management and financial planning. Its regulatory standing as a registered investment advisor subjects it to a fiduciary standard — meaning it must place client interests ahead of its own when recommending securities or strategies. Without published marketing materials or interviews, the specific asset-class mix, fund structures, or tactical tilts remain opaque. The practice's posture toward alternatives — private equity, private credit, or real assets — is undetermined. The firm's team size, assets under advisement, and client count are not publicly disclosed. It does not maintain a visible LinkedIn presence and its own website content is minimal, making it difficult to verify scale or sector specialization. Madison Global Partners has not publicized recent fund launches, strategic expansions, or material hires that would illuminate its current operational direction. What structurally separates Madison Global Partners from the larger RIA aggregators and wirehouse platforms is its apparent independence and boutique scale. The Long Island address suggests a regional practice rooted in personal relationships rather than national branding or institutional-scale infrastructure. For allocators evaluating this shop, the absence of public disclosure is itself the primary due-diligence signal — the firm appears to rely on reputation within a tight geographic network rather than broadcasting its capabilities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hauppauge
Corporate office
Hauppauge, NY, United States
Frequently asked questions
Is Madison Global Partners a single-family office or a multi-client advisory practice?
Madison Global Partners is structured as a multi-client registered investment advisor, not a single-family office. Its regulatory filings indicate it advises high-net-worth individuals, pension funds, and businesses. The firm's name and operating model suggest it serves multiple unrelated clients rather than managing the consolidated wealth of one family.
What regulatory standard does Madison Global Partners operate under?
As a registered investment advisor, Madison Global Partners operates under a fiduciary standard as defined by the Investment Advisers Act of 1940. This means the firm is legally obligated to act in its clients' best interests when providing investment advice, a higher standard than the suitability requirement that applies to broker-dealers. Its Form ADV would detail specific services, fees, and any disciplinary history.
Does Madison Global Partners manage institutional capital or focus exclusively on private wealth?
The firm's stated client base includes pension funds and businesses alongside high-net-worth individuals, indicating a mixed wealth and institutional practice. However, without published AUM data or institutional client references, the institutional component's scale cannot be verified. The Hauppauge location suggests the institutional business is likely regional rather than national.
What investment strategies or asset classes does Madison Global Partners offer?
Specific asset-class allocations and strategy details are not publicly disclosed. The firm's website describes its services broadly as portfolio management and financial planning. Prospective clients would need to engage the firm directly to learn about its approach to equities, fixed income, alternatives, or factor-based strategies.
How does Madison Global Partners source clients?
With no active LinkedIn presence or public marketing content, Madison Global Partners likely relies on referrals and professional networks within the Long Island business community. Its Hauppauge location places it near concentrations of privately held businesses and established professional practices, providing a natural referral base for wealth management and retirement plan advisory services.
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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