MAVEN EQUITY PARTNERS, LLC
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 304461
- Registered since
- July 28, 2025
- Website
- www.mavenequitypartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1NEAL JACOBS
Managing PartnerCRD 2526790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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