MAVEN EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$27.8M
Accounts
9
Employees
3
Advisory reps
1

Firm details

Headquarters
LARKSPUR, California
CRD number
304461
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maven Equity Partners, LLC is a private-equity-focused adviser that manages pooled investment vehicles for institutional clients. The firm operates as a sponsor and general partner, positioning itself to originate, structure and manage closed-end private funds rather than acting as a broad capital allocator across retail channels. Its compensation mixes a percentage-of-assets fee with performance-based fees, which aligns manager economics to fund-level returns. Maven does not identify as an active ESG investor and does not register as a multi-state adviser; its advisory activity centers on portfolio management for pooled investment vehicles. The firm’s stated activity and affiliations show it acting in multiple sponsor and GP roles—setting strategy, raising capital and overseeing fund-level investments—rather than providing individualized discretionary wealth management to retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NEAL JACOBS

    Managing PartnerCRD 2526790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth