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 multi-strategy investment manager organized as a limited partnership and active since the mid-1990s. The firm operates across hedge fund, private equity and venture capital strategies and serves an institutional client base. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also acts in sponsor/GP and managing-member roles for pooled vehicles. Fee arrangements combine an asset-based charge with performance-based fees. Maverick identifies as an active ESG investor and performs CPO/CTA-related activities as part of its business mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Chief Financial OfficerCRD 6929248

  • Jessica Opland

    Deputy Chief Compliance OfficerCRD 8064049

  • ANDREW LENTZ

    Chief Operating OfficerCRD 5936686

Contacts

2 of 2
  • TREVOR WIESSMANN

    Senior Managing DirectorCRD 5636108

  • LEE AINSLIE

    Managing PartnerCRD 2676363

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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