MAVEN GROUP LLC

RIASEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
100% of AUM
Avg account
$20.4M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
RANCHO SANTA FE, California
CRD number
145419
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maven Group LLC is a privately held investment manager organized as an LLC and structured around hedge fund activity. It advises pooled investment vehicles and serves an institutional client base. The firm charges both a percentage-of-assets fee and performance-based fees and reports that it is not an active ESG investor. Maven Group is not registered as a multi-state adviser and is described as having individual ownership.

Assets & Accounts

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

Contacts

1 of 1
  • SCOTT PRESTON

    Managing MemberCRD 3042830

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RANCHO SANTA FE, CA

SAN DIEGO

Location

RANCHO SANTA FE, CA

Headquartered in RANCHO SANTA FE, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
16236 San Dieguito Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth