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 founded in 1994 that operates as a multi-strategy investment manager serving institutional clients. The firm combines hedge fund activity with private equity and venture-capital investing, and it functions as sponsor/GP of pooled vehicles while also providing portfolio management for pooled funds and for businesses or institutions. Maverick charges asset-based and performance fees and maintains commodity pool operator/commodity trading advisor (CPO/CTA) activity. The firm identifies as an active ESG investor, and its organizational structure blends domestic entity and individual ownership.

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

    Suzanne Guthrie

    Chief Financial OfficerCRD 6929248

  • Jessica Opland

    Deputy Chief Compliance OfficerCRD 8064049

  • Andrew Lentz

    Andrew Lentz

    Chief Operating OfficerCRD 5936686

Contacts

2 of 2
  • Trevor Wiessmann

    Trevor Wiessmann

    Senior Managing DirectorCRD 5636108

  • Lee Ainslie

    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