Single Family OfficeRIA · CRD 149549SEC-Registered

Updated:

Madrone Investment Advisory

Madrone Investment Advisory, LLC is an SEC-registered investment adviser in San Rafael, CA, registered since 2021. The firm manages $254 million in assets,...

Madrone Investment Advisory

Madrone Investment Advisory, LLC is an SEC-registered investment adviser in San Rafael, CA, registered since 2021. The firm manages $254 million in assets, with $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

San Rafael

Corporate office

Menlo Park, CA, United States

Principals

Greg Penner

Founder and Chairman

Carrie Penner

Principal

Sector focus

Enterprise SoftwareConsumerAI/MLFinancial ServicesClimateTech

Frequently asked questions

What is Madrone Investment Advisory?

Madrone Investment Advisory is a single family office headquartered in San Rafael, United States.

Where is Madrone Investment Advisory headquartered?

Madrone Investment Advisory is headquartered in San Rafael, United States, in the North America region.

What does Altss track for Madrone Investment Advisory?

Altss maintains an OSINT-verified profile of Madrone Investment Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Madrone Investment Advisory?

Madrone Investment Advisory is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Madrone Investment Advisory?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Madrone Investment Advisory's Altss profile last updated?

Madrone Investment Advisory's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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