9AT: MADDEN FUNDS MANAGEMENT

Adviser Profile

As of Date	02/25/2026
Registration	SEC, Approved, 08/14/1995
ADV Location	OAK PARK, IL, United States
Contact Info	708 xxxxxxx
Websites

AUM^*	217,874,913 14%
of that, discretionary	217,874,913 14%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	461,599 -16%
% High Net Worth	34.13% 103%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ARCHETYPE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM260.0m	#Funds-
Adviser O'KEEFE STEVENS ADVISORY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM585.6m	#Funds-
Adviser CLEARVIEW INVESTMENT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM105.3m	#Funds-
Adviser RADIUS WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM158.7m	#Funds-
Adviser GITTERMAN WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM666.1m	#Funds-
Adviser WEALTH OKLAHOMA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM356.3m	#Funds-
Adviser HILLCREST FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM567.8m	#Funds-
Adviser PRESIDIO CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM498.9m	#Funds-
Adviser TRUE WEALTH DESIGN, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM494.0m	#Funds-
Adviser HARDING WEALTH, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM212.6m	#Funds-

Brochure Summary

Overview

Advisory Firm Description Madden Funds Management, Ltd., (“MFM) has been in business since January 11, 1994. The owners are Michael Madden and Daniel Madden. Types of Advisory Services MFM provides financial planning services in the form of consultations and written financial plans. Financial planning services are usually prepared for each client before investments are transferred or changes initiated to portfolios transferred to MFM. Financial planning services may be specific or modular in their preparation (unique to each client in their depth of preparation). Financial planning services may take into consideration each client's objectives, risks that they are willing to undertake, investment knowledge, net worth, income, age, projected retirement, unusual or material funding requirements, inheritance possibilities, pensions, social security, children/relative funding issues, estate issues, and living expenses expressed in today’s dollars requested for retirement. While financial planning services are prepared with the intention of the client implementing recommendations made within the plan through MFM, clients are not obligated to do so. If clients elect to have an associated person of MFM implement the advice provided as part of the financial planning services, implementation

will be made through MFM’s asset management services described above. INVESTMENT SERVICES MFM provides investment supervisory services defined as giving continuous investment advice to a client (or making investments for the client) based on the individual needs of the client. Through this service, MFM offers a highly customized and individualized investment program for clients. A specific investment strategy and investment policy is crafted to focus on the specific client’s goals and objectives. MFM may provide asset management services through accounts maintained at a qualified custodian recommended by MFM or selected by the client. Under the investment advisory agreement executed by the client, an associated person of MFM will be granted trading authorization on the client’s account. At no time will MFM ever have direct access to client funds and securities. The client’s qualified custodian will maintain custody of all funds and securities. Tailored Advisory Services The Client Agreement provides clients the ability to place specific restrictions on MFM’s discretion. See the “Investment Discretion” section (below) for more information Client Assets Under Management On December 31, 2023, MFM had $190,526,082 million of discretionary assets under management.

MADDEN FUNDS MANAGEMENT

MADDEN FUNDS MANAGEMENT

MADDEN FUNDS MANAGEMENT LTD.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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MADDEN FUNDS MANAGEMENT MADDEN FUNDS MANAGEMENT MADDEN FUNDS MANAGEMENT LTD.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MADDEN FUNDS MANAGEMENT

MADDEN FUNDS MANAGEMENT

MADDEN FUNDS MANAGEMENT LTD.