SourcingSourcing

MADISON AVENUE FINANCIAL SOLUTIONS, LLC

C33
CRD 307461·SEC 801-118936·CHICAGO, IL
AUM
$2.06B
$1B+
Est. Revenue
$20.6M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADISON AVENUE FINANCIAL SOLUTIONS, LLC
CRD
307461
SEC file #
801-118936
EIN
661021717
DBA names
Madison Avenue Solutions, Llc

Economics

AUM
$2.06B
AUM band
$1B+
AUM trajectory
'23'26
$1.02B → $2.06B▲ +102%
Client mix
Pooled Investment Vehicles23
Investment Companies6

Operations

Employees (total)
1
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'21'22
1 advisors → 1 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
hightoweradvisors.com

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIGHTOWER HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HIGHTOWER HOLDING, LLC
BESSO, DOUGLAS, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HIGHTOWERADVISORS.COM
Rdap Domain Creation Date
2008-04-02T13:49:53Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001960301
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-01-13
Edgar Last Filing Date
2026-05-12
Edgar Form D Count
4
Edgar Form D Offerings
2026-05-122026-05-12 · 0001960301-26-000003
2025-04-072025-04-07 · 0001960301-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
ONE BUCKHEAD PLAZA, 3060 PEACHTREE RD.SUITE 1120ATLANTA, GA 30305
Business
ONE BUCKHEAD PLAZA, 3060 PEACHTREE RD.SUITE 1120ATLANTA, GA 30305
Edgar EIN
661021717
Edgar Recent Filings
D/A2026-05-12 · 0001960301-26-000003
D/A2025-04-07 · 0001960301-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-02T13:49:53Z
Rdap Domain Last Changed
2026-05-16T15:43:23Z
Rdap Nameservers
Ns-120.awsdns-15.comNs-1462.awsdns-54.orgNs-1916.awsdns-47.co.ukNs-887.awsdns-46.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
BESSO, DOUGLAS, JOSEPH
Executive Officer · 2.5%
1530829
San Juan, Jyothi
Executive Officer · 2.5%
6777364
BERG, DANIEL, JEREMY
Executive Officer · 2.5%
6146365