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 a limited liability company and operates as a private equity-focused registered investment adviser. The firm provides discretionary portfolio management for high-net-worth individuals, families and pooled investment vehicles, and also sponsors and serves as GP/managing member of its own pooled vehicles. Fee arrangements include both a percentage-of-assets model and fixed fees. Maven does not position itself as an active ESG investor and does not present as a multi-state or pension-consulting adviser. The firm’s advisory approach mixes direct management of client portfolios with the use of pooled strategies and third-party mutual funds. That hybrid model supports both customized account management for a small client base and the operation of several private funds where Maven acts in an adviser/sponsor role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    Vice PresidentCRD 7887546

  • GREGORY COHN

    FounderCRD 4441762

  • STEVEN SHORES

    OwnerCRD 7528031

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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