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Madison Mosaic LLC (Madison)


Madison Mosaic LLC is a large advisory firm based in Madison. It manages $6.77 billion of regulatory assets for 13,524 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

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Madison Mosaic provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Madison Mosaic: assets under management

The assets under management (AUM) of Madison Mosaic LLC is $6.77 billion. The firm's AUM has grown by 3332% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.65 billion in discretionary accounts and $117.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $491.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.9 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Madison Mosaic LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Madison Investment Advisors Inc Holding company 1 Nov 2010 75% - 100% 110356

Based in Madison

The principal office where Madison Mosaic LLC performs its advisory services is located at 550 Science Drive, Madison, WI 53711, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 608-274-0300 or by fax 608-274-7905. The normal business hours are 9:00 am - 5:00 pm ct on Monday - Friday. You can find more information about the New York firm at www.mosaicfunds.com.


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