Investment adviser · CRD 297219
MAVEN CAPITAL, LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Mar 31, 2022
- Regulatory AUM
- $11.9M Form ADV · Item 5.F
- Client accounts
- 42 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $11,869,128 | 100.0% |
Filing source
Form ADV 1626132 · Mar 31, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2022. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2813 COLTSGATE RD., SUITE 200CHARLOTTE, NC, 28211, United States
CRD 297219
Filing source
Form ADV 1626132 · Mar 31, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.