SourcingSourcing

MAVERICK CAPITAL LTD

C37
CRD 108262·SEC 801-47310·DALLAS, TX
AUM
$15.85B
$1B+
Est. Revenue
$158.5M
@ 1% on AUM
Est. EBITDA
$47.5M
@ 30% margin
Est. Deal Value
$380.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAVERICK CAPITAL LTD
CRD
108262
SEC file #
801-47310
EIN
000000000
DBA names
—

Economics

AUM
$15.85B
AUM band
$1B+
AUM trajectory
'20'26
$13.49B → $15.85B▲ +17%
Client mix
Pooled Investment Vehicles18
Other Investment Advisers1

Operations

Employees (total)
98
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
43 advisors → 33 advisors▼ -23%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
maverickventures.medium.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHASSET, LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
COHASSET, LTD.
AINSLIE, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:maverick.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
293
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000934639
Edgar Registered
Yes
Edgar Filing Count
407
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
115
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000947871-26-000553

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Morgan Stanley52
Goldman Sachs39
Jpmorgan37
Northern Trust18
E*trade4
Edgar Addresses
Mailing
1900 N. PEARL STREET20TH FLOORDALLAS, TX 75201
Business
1900 N. PEARL STREET20TH FLOORDALLAS, TX 75201
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000947871-26-000553
42026-04-14 · 0001012975-26-000360
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
AINSLIE, LEE
Executive Officer · 2.5%
2676363
Guthrie, Suzanne, Kunkel
Executive Officer · 2.5%
6929248
LENTZ, ANDREW, F
Executive Officer · 2.5%
5936686
Opland, Jessica
Executive Officer · 2.5%
8064049
WIESSMANN, TREVOR, S
Executive Officer · 2.5%
5636108