Overview
Assets Under Management: $153 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 5
Average Client Assets: $27.0 million
Frequently Asked Questions
MAVEN CAPITAL PARTNERS, 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 #300626), MAVEN CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
MAVEN CAPITAL PARTNERS, LLC is headquartered in ATLANTA, GA.
MAVEN CAPITAL PARTNERS, LLC serves 5 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, MAVEN CAPITAL PARTNERS, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MAVEN CAPITAL PARTNERS, LLC manages $153 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, MAVEN CAPITAL PARTNERS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.18%
Average Client Assets: $27.0 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 300626
Filing ID: 2072414
Last Filing Date: 2026-03-16 08:09:45