# Madrone Investment Advisory

Madrone Investment Advisory is a RIA based in San Rafael, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Assets under management:** $500M–$2B (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/michael-h-zaidlin-j-d-88526637

## Regulatory record

- **CRD number:** 149549
- **SEC file number:** 801-121355
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149549

## About

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.

## Sectors

- Enterprise Software
- Consumer
- AI/ML
- Financial Services
- ClimateTech

## People

- Greg Penner — Founder and Chairman
- Carrie Penner — Principal

## Related profiles

- [Land & Buildings](https://altss.com/profile/land-and-buildings-investment-management-llc)
- [Optimal Wealth Advisors](https://altss.com/profile/optimal-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:20.724Z

Canonical page: https://altss.com/profile/madrone-investment-advisory-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology