MAVERON LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
160495
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Maveron LLC is organized as a limited liability company that registered with the SEC in 2012. The firm is owned by an individual and is recorded as an unclassified adviser; it does not present itself as a capital allocator or as an active ESG investor, nor as a multi-state or newly formed adviser. Its stated activity is primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail or institutional advisory practice.

Assets & Accounts

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

Owners & executives

2 of 2
  • NATHAN APSEL

    Partner, Chief Financial Officer & Chief Operating OfficerCRD 7522745

  • JASON STOFFER

    GENERAL PARTNER, CIOCRD 6031389

Contacts

1 of 1
  • DAN LEVITAN

    Co-FounderCRD 871662

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
411 1st Ave S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth