Madison International Realty Holdings, LLC
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Overview
Madison International Realty Holdings, LLC is a financial advisor firm that has its headquarters in New York, New York. It has $8.0 billion in total assets throughout 20 client accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized group, including 62 financial advisors. Madison International Realty Holdings, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, bonds and options.
Madison International Realty Holdings, LLC oversees 18 of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without requiring the customer's approval. The firm also administers two non-discretionary accounts totaling $457.3 million in AUM. The investment advisory firm administers an average of $398.2 million for every customer account. An average financial advisor at Madison International Realty Holdings, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is located at 300 Park Ave, New York, New York 10022-7402. Madison International Realty Holdings, LLC is permitted to serve customers throughout a number of states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Madison International Realty Holdings, LLC by the Numbers
$8.0 billion
73
20
$398.2 million
Fee Structure
A financial advisor's fees vary depending on the services provided. Fee types charged by the company can include some blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its 20 customers, Madison International Realty Holdings, LLC's largest client type is pooled investment vehicles. About 25% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Madison International Realty Holdings, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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