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RIA · 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

RIA

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 ria 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), and network (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 RIA, operating from United States within the North America region.

How does Altss source intelligence on Madrone Investment Advisory?

Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.

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

Madrone Investment Advisory's source record was modified on July 6, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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