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MADDIX HOLDINGS

Business and Investment Profile

The MADDIX HOLDINGS is a privately held investment adviser that advises $241.64mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MADDIX HOLDINGS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 58.52% over the last 3-years.

Regulatory Profile

The Group has been registered with the SEC for 3.57 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5305 S HIGHLAND DRIVE SUITE 100, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees decreased by 28.57% over the last 3-years.

Asset Profile

Their $241.64mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $152.26mn or 63.01% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $64.59mn or 26.73% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Early Stage and Traditional LBO, representing 61.84% and 38.16% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

MADDIX HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MADDIX HOLDINGS

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Keywords: Maddix Holdings, Maddix Capital, Peterson Rogers Private Wealth, Maddix, Peterson, Rogers
Generated 2026-09-12T06:51:51.7455007.  © 2026 Convergence.