MAVEN CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 300626
- Registered since
- July 24, 2024
- Website
- www.mavencp.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- US Government Bonds12%
- Exchange Traded Equities8%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
3 of 6JOSEPH BOGLE
Vice PresidentCRD 7887546
GREGORY COHN
FounderCRD 4441762
STEVEN SHORES
OwnerCRD 7528031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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