Madison Avenue Financial Solutions, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 29
- Avg AUM / client
- $71.0M
- Accounts
- 29
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $1.5B | 71.9% |
| Pooled investment vehicles (non-investment companies) | 23 | $579M | 28.1% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $113M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Salient Natural Resource Fund, L.P. | Other Private Fund | Delaware | $24.3M | 57 |
| Teton Midstream Infrastructure Fund Iii, Lp | Other Private Fund | Texas | $18.4M | 3 |
| Teton Midstream & Resource Partners Ii, Lp | Real Estate Fund | Delaware | $16.7M | 39 |
| Tmrp Ii Baffin Co Investment, L.P. | Private Equity Fund | Texas | $13.6M | 6 |
| Teton Midstream & Resource Partners Iii, Lp | Real Estate Fund | Delaware | $13.5M | 92 |
| Teton Natural Resource Fund V, L.P. | Other Private Fund | Texas | $7.9M | 5 |
| Salient 2016 Multi Strategy Fund Series F | Other Private Fund | Delaware | $6.9M | 8 |
| Tmrp Ii Utica Co Investment, L.P. | Other Private Fund | Texas | $5.1M | 6 |
| Teton Midstream Infrastructure Fund Ii, Lp | Real Estate Fund | Texas | $3.5M | 106 |
| Teton Strategic Energy & Income Growth, L.P. | Other Private Fund | Texas | $1.5M | 4 |
| Teton Venture Partners, L.P. | Other Private Fund | Texas | $1.2M | 3 |
| Salient Opportunistic Real Estate Fund, Lp | Real Estate Fund | Delaware | $85.8K | 18 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Myers, Ricky, Linn | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% | |
| Berg, Daniel, Jeremy | Director Finance | Nov 2022 (4y) | Less than 5% | |
| Besso, Douglas, Joseph | Chief Technology Officer | Nov 2022 (4y) | Less than 5% | |
| Boyle, John, Thomas | Executive Director Operations | Nov 2022 (4y) | Less than 5% | |
| Wascher, Paul, Heinz Robert | Director Compliance | Nov 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hightower Holding, Llc | Parent Company | Jan 2020 | A | 75% or more |
| Thl Equity Fund Vii Investors (Ht), Llc | 50% Owner Of Applicant's Holding Company | Jan 2018 | B | ≈ 37.5% – 75% via Hightower Holding, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thl Equity Fund Vii Investors (Ht), Llc: 50% – 75% of Hightower Holding, Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Private funds (12, $113M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Salient Natural Resource Fund, L.P. | Other Private Fund | $24.3M | $250K | 57 |
| Teton Midstream Infrastructure Fund Iii, Lp | Other Private Fund | $18.4M | $250K | 3 |
| Teton Midstream & Resource Partners Ii, Lp | Real Estate Fund | $16.7M | $250K | 39 |
| Tmrp Ii Baffin Co Investment, L.P. | Private Equity Fund | $13.6M | $250K | 6 |
| Teton Midstream & Resource Partners Iii, Lp | Real Estate Fund | $13.5M | $250K | 92 |
| Teton Natural Resource Fund V, L.P. | Other Private Fund | $7.9M | $250K | 5 |
| Salient 2016 Multi Strategy Fund Series F | Other Private Fund | $6.9M | $500K | 8 |
| Tmrp Ii Utica Co Investment, L.P. | Other Private Fund | $5.1M | $250K | 6 |
| Teton Midstream Infrastructure Fund Ii, Lp | Real Estate Fund | $3.5M | $250K | 106 |
| Teton Strategic Energy & Income Growth, L.P. | Other Private Fund | $1.5M | $250K | 4 |
| Teton Venture Partners, L.P. | Other Private Fund | $1.2M | $250K | 3 |
| Salient Opportunistic Real Estate Fund, Lp | Real Estate Fund | $85.8K | $250K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 4.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗