Madison Global Advisors Llc
- Regulatory AUM
- $71.4M
- Discretionary
- $40.4M
- Clients
- 233
- Avg AUM / client
- $306K
- Accounts
- 233
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 204 | $35.0M | 49.0% |
| High net worth individuals | 25 | $31.0M | 43.4% |
| Pooled investment vehicles (non-investment companies) | 4 | $5.4M | 7.56% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aminov, Tariel | Indirect Owner | Aug 2016 (10y) | ≈ 18.75% – 50% via Madison Iii Llc | |
| David Stanley Kaplan | Indirect Owner | Aug 2016 (10y) | ≈ 18.75% – 50% via Madison Iii Llc | |
| Eshel, Arik | Indirect Owner | Aug 2016 (10y) | ≈ 18.75% – 50% via Madison Iii Llc | |
| Anton Joseph Gerdes | President/Cco | May 2017 (9y) | Less than 5% | |
| Brian David Rockowitz | Registered representative | Mar 2020 (6y) | ||
| John Henry Cierski | Registered representative | Oct 2021 (5y) | ||
| Alan Robert Sasserath | Registered representative | Apr 2023 (3y) | ||
| Eric Alex Nelkin | Registered representative | Jul 2024 (2y) | ||
| Michael Kaplan | Registered representative | Feb 2025 (2y) | ||
| Drew Shea Gordon | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Madison Iii Llc | Direct Owner | May 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aminov, Tariel: 25% – 50% of Madison Iii Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- David Stanley Kaplan: 25% – 50% of Madison Iii Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Eshel, Arik: 25% – 50% of Madison Iii Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THERE WERE NO ALLEGATIONS. AS A CONDITION TO THE REGISTRATION OF MADISON GLOBAL PARTNERS LLC, (MGP), WAS REQUIRED TO RESTRICT THE ACTIVITIES OF ONE OF IT'S REGISTERED REPRESENTATIVES IN MASSACHUSETTS. Status: Final Sanction Detail: MY UNDERSTANDING IS THAT SOMETHING MUST BE CHECKED IN ITEM 12A. AS THERE WAS NO FINE IS THERE IS NO DATE PAID. Summary: THE CONSENT ORDER REMAINS IN PLACE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Other fees
- • INTEREST SHARING ON CREDIT BALANCES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗