MAREN CAPITAL

RIASEC RegisteredEst. 2022

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$19.8M

Accounts

105

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 319626
Registered since: September 7, 2022
Website: marencapital.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies26.85%
Charitable Organizations24.35%
Pooled Investment Vehicles19.21%
Other Investment Advisers16.85%
HNWI11.56%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maren Capital is a privately held limited liability company that registered with the SEC in 2022 and serves institutional clients on a fee basis (percentage of assets under management). The firm provides discretionary portfolio management across several client types, including individuals and small businesses, pooled investment vehicles, investment companies, and institutional or business clients. The firm is not positioned as an active ESG investor, does not advertise pension consulting services, and is not identified as a multi-state or related adviser. Ownership is listed as individual, and the firm is not classified under a specific industry category in the source data.