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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Scott Preston

    Scott Preston

    Managing MemberCRD 3042830

Wealth teams

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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