{"url":"https://nivawealth.com/firms/madison-dearborn-partners-157349","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157349","regulatoryAum":20740486760,"crd":"157349","secFileNumber":"801-74015","legalName":"Madison Dearborn Partners, LLC","displayName":"Madison Dearborn Partners","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"70 West Madison ST., Suite 4600","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60602"},"tradeNames":["MDP"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":73,"advisory":53,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":20740486760,"discretionaryAccounts":57,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":13,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":57,"regulatoryAum":20740486760}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Madison Dearborn Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Karla Bullard","title":"Managing Director and Chief Financial Officer","crd":"5481463"},{"name":"katherine bryan","title":"Associate General Counsel and Chief Compliance Officer","crd":"8057114"},{"name":"Brendan Barrett","title":"Managing Director","crd":"5165157"},{"name":"Elizabeth Betten","title":"Partner","crd":"6926515"},{"name":"Joshua Damon","title":"Managing Director","crd":"7243674"},{"name":"Matthew Denison","title":"Managing Director","crd":"5822131"},{"name":"Michael Dolce","title":"Partner","crd":"5105163"},{"name":"Vahe Dombalagian","title":"Managing Partner","crd":"6029504"},{"name":"Alexander Fisher","title":"Managing Director","crd":"5673282"},{"name":"John Knutsen","title":"Partner","crd":"6029505"},{"name":"Brandon Levitan","title":"Managing Director","crd":"5802470"},{"name":"Matthew Norton","title":"Partner","crd":"4426582"},{"name":"Todd Novak","title":"Managing Director","crd":"4694390"},{"name":"Matthew Raino","title":"Partner","crd":"4244907"},{"name":"Joseph Scott","title":"Managing Director","crd":"5941857"},{"name":"Timothy Shideler","title":"Partner","crd":"7091022"},{"name":"Annie Terry","title":"Partner and General Counsel","crd":"4869498"},{"name":"Vanessa Ward","title":"Managing Director and Chief Human Resources Officer","crd":"5308487"},{"name":"Paul Finnegan","title":"Chairman","crd":"6028183"}],"ownership":[{"label":"Paul Finnegan","detail":"Chairman in the 5% to 10% ownership band and a control person, since May 2023."},{"label":"Annie Terry","detail":"Partner and general counsel in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Karla Bullard","detail":"Managing director and chief financial officer in the 5% to 10% ownership band and a control person, since November 2018."},{"label":"Vahe Dombalagian","detail":"Managing partner in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Elizabeth Betten","detail":"Partner in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Matthew Norton","detail":"Partner in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Matthew Raino","detail":"Partner in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Timothy Shideler","detail":"Partner in the 5% to 10% ownership band and a control person, since October 2024."},{"label":"Joshua Damon","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2019."},{"label":"Brendan Barrett","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2023."},{"label":"Todd Novak","detail":"Managing director in the 5% to 10% ownership band and a control person, since July 2023."},{"label":"Matthew Denison","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Brandon Levitan","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Alexander Fisher","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Joseph Scott","detail":"Managing director in the 5% to 10% ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"70 West Madison ST., Suite 4600","city":"Chicago","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-895-1000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":"0","assetMix":[],"privateFunds":57},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157349/PDF/157349.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Madison Dearborn Partners have?","answer":"Madison Dearborn Partners has 57 clients and manages $20.7 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Madison Dearborn Partners offer?","answer":"Madison Dearborn Partners provides portfolio management for pooled vehicles and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Madison Dearborn Partners have?","answer":"Madison Dearborn Partners has 0 investment adviser representatives registered with state securities authorities, out of 73 employees, and 53 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Madison Dearborn Partners?","answer":"Madison Dearborn Partners’ direct owners are Paul Finnegan, Annie Terry, Karla Bullard, Vahe Dombalagian, Elizabeth Betten, Matthew Norton, Matthew Raino, Timothy Shideler, Joshua Damon, Brendan Barrett, Todd Novak, Matthew Denison, Brandon Levitan, Alexander Fisher and Joseph Scott, each holding 10% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Madison Dearborn Partners get paid?","answer":"Madison Dearborn Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}