Maren Capital
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
FINTRXOverview
Maren Capital LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm operates on a percentage-of-AUM fee model and serves an institutional client base while also providing portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Maren Capital acts in sponsor/GP and managing-member roles for pooled vehicles rather than functioning as a separate capital allocator. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
3 of 3Bradley Schatz
Chief Executive Officer & Chief Investment OfficerCRD 3143267

Manoj Pombra
Deputy Chief Compliance OfficerCRD 1993850

Ty Trusgnich
Chief Operating OfficerCRD 6771819
Contacts
1 of 1
Jennifer Schatz
PresidentCRD 4586470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$678K in ETFs
100%
$678K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $678K | 964 | 100.00% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 401 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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