SourcingSourcing

MADDEN FUNDS MANAGEMENT LTD.

B53
CRD 110309·SEC 801-49640·OAK PARK, IL
AUM
$217.9M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$654K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADDEN FUNDS MANAGEMENT LTD.
CRD
110309
SEC file #
801-49640
EIN
—
DBA names
Madden Funds Management

Economics

AUM
$217.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$206.0M → $217.9M▲ +6%
Client mix
Individuals Other110
Individuals High Net Worth57

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
OAK PARK IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
maddenfunds.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MADDEN, DANIEL, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MADDEN, DANIEL, JOSEPH
MADDEN, MICHAEL, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MADDENFUNDS.COM
Rdap Domain Creation Date
2005-10-18T23:56:28Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
DNC Holdings, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3158
Soi Zip Pct 200k Plus
0.0936
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
174,350
Fdic Zip Total Deposits
22,986,036,000
Fdic Zip Branch Count
116
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Community Bank of Oak Park River Forest

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
Home Savings of America, FSBOak Park, IL
The First National Bank of ChicagoOak Park, IL
Fdic Zip HHI
2032.48
Fdic Zip Top Bank Share Pct
37.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-18T23:56:28Z
Rdap Domain Last Changed
2024-07-31T14:45:13Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,452
Returns280
Stub 2
AGI10,023
Returns270
Stub 3
AGI21,349
Returns340
Soi Zip Total Business Income
6,277
Soi Zip Total Cap Gains
4,133
Soi Zip Total Dividends
4,783
Soi Zip Total Returns
1,710
Top Owner CRD
5433746
Trust Company Affiliate
No

People (3)

3
MADDEN, MICHAEL, JOSEPH
IAR · Direct Owner · 62.5%
3218107
MADDEN, DANIEL, JOSEPH
IAR · Direct Owner · 62.5%
5433746
JOSEPH MADDEN
IAR
2650978