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 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
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 6
Joseph 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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