The MAVEN CAPITAL ADVISORS is a privately held investment adviser that advises $372.97mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MAVEN CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 352.82% over the last 4-years.
The Group has been registered with the SEC for 3.07 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3166 MATHIESON DRIVE SUITE 200, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 9 investment and 1 non-investment staff. The total number of Employees increased by 400% over the last 5-years.
Their $372.97mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $261.81mn or 70.2% of Total Assets and Charitable Organizations own $82.72mn or 22.18% of Total Assets.
The Group's top investment strategies include Traditional LBO and Secondaries, representing 62.69% and 37.31% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $20.87mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MAVEN CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.