Maren Capital

RIASEC RegisteredEst. 2022
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$19.8M
Accounts
105
Employees
6
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
319626
Registered since
September 7, 2022
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies26.85%
  • Charitable Organizations24.35%
  • Pooled Investment Vehicles19.21%
  • Other Investment Advisers16.85%
  • HNWI11.56%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maren Capital LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm operates on a percentage-of-AUM fee model and serves an institutional client base while also providing portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Maren Capital acts in sponsor/GP and managing-member roles for pooled vehicles rather than functioning as a separate capital allocator. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 3
  • Bradley Schatz

    Chief Executive Officer & Chief Investment OfficerCRD 3143267

  • Manoj Pombra

    Manoj Pombra

    Deputy Chief Compliance OfficerCRD 1993850

  • Ty Trusgnich

    Ty Trusgnich

    Chief Operating OfficerCRD 6771819

Contacts

1 of 1
  • Jennifer Schatz

    Jennifer Schatz

    PresidentCRD 4586470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$678K in ETFs

Passive

100%

$678K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P MIDCAP 400 ETF TRUST (MDY)State StreetPassiveMid Cap Blend$678K964100.00%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
401 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth