Maven Capital Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$6.4M
Accounts
24
Employees
5
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
300626
Registered since
July 24, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.18%
  • Pooled Investment Vehicles11.12%
  • Individuals0.7%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maven Capital Partners, LLC is organized as an LLC and registered with the SEC in 2024 as an adviser that operates private equity funds and provides portfolio management. The firm serves both individual and family investors and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Advisory services include portfolio management for individuals and small businesses as well as for pooled investment vehicles; the firm also functions in sponsor and GP roles for pooled vehicles it manages. Maven does not identify as an active ESG investor and does not present itself as a multi-state adviser or a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, US Government Bonds 12%, Exchange Traded Equities 8%, Derivatives 1%, Cash & Cash Equivalents 1%79%
  • Public Funds/Mutual Funds79%
  • US Government Bonds12%
  • Exchange Traded Equities8%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Contacts

3 of 6
  • Joseph Bogle

    Joseph Bogle

    Vice PresidentCRD 7887546

  • Gregory Cohn

    Gregory Cohn

    FounderCRD 4441762

  • Steven Shores

    Steven Shores

    OwnerCRD 7528031

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3060 Peachtree Rd Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth