Overview
Assets Under Management: $159 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 9
Average Client Assets: $6.6 million
Frequently Asked Questions
MAVEN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297219), MAVEN CAPITAL, LLC is subject to fiduciary duty under federal law.
MAVEN CAPITAL, LLC is headquartered in RALEIGH, NC.
MAVEN CAPITAL, LLC serves 9 high-net-worth clients according to their SEC filing dated October 18, 2018. View client details ↓
According to their SEC Form ADV, MAVEN CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
MAVEN CAPITAL, LLC manages $159 million in client assets according to their SEC filing dated October 18, 2018.
According to their SEC Form ADV, MAVEN CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.15%
Average Client Assets: $6.6 million
Total Client Accounts: 11
Discretionary Accounts: 11
Regulatory Filings
CRD Number: 297219
Filing ID: 1242930
Last Filing Date: 2018-10-18 09:29:00