Maven Group LLC
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
FINTRXOverview
Maven Group LLC is organized as a limited liability company and operates as a hedge fund manager that primarily provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and employs a fee structure that combines a percentage-of-assets management fee with performance-based fees. Maven Group does not identify as an active ESG investor and is not registered as a multi-state adviser. Its business focus appears centered on managing its pooled vehicles rather than operating as a broad capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Scott Preston
Managing MemberCRD 3042830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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