Maverick Capital Ltd

RIASEC RegisteredEst. 1994
Total AUM
$15.8B
Discretionary
$15.8B
100% of AUM
Avg account
$834M
Accounts
19
Employees
98
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
108262
Registered since
September 30, 1994
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.76%
  • Other Investment Advisers1.24%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maverick Capital Ltd is a limited partnership formed in 1994 that operates as a multi-strategy investment manager with hedge fund, private equity and venture capital activities. The firm manages pooled vehicles and provides portfolio management services to businesses and institutional clients. Its compensation model combines asset-based fees with performance-linked fees, and it also functions in CPO/CTA roles and as a sponsor/GP or managing member of pooled investment vehicles. Maverick identifies as an active ESG investor. Its client base is institutional rather than retail, and it does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 7%, Private Funds 2%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents7%
  • Private Funds2%

Owners & executives

3 of 3
  • Suzanne Guthrie

    Suzanne Guthrie

    Chief Financial OfficerCRD 6929248

  • Andrew Lentz

    Andrew Lentz

    Chief Operating OfficerCRD 5936686

  • Jessica Opland

    Deputy Chief Compliance OfficerCRD 8064049

Contacts

2 of 2
  • Lee Ainslie

    Lee Ainslie

    Managing PartnerCRD 2676363

  • Trevor Wiessmann

    Trevor Wiessmann

    Senior Managing DirectorCRD 5636108

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1900 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth