SourcingSourcing

MAVEN CAPITAL PARTNERS, LLC

B55
CRD 300626·SEC 801-130661·ATLANTA, GA
AUM
$152.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$459K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAVEN CAPITAL PARTNERS, LLC
CRD
300626
SEC file #
801-130661
EIN
922508909
DBA names
—

Economics

AUM
$152.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$134.6M → $152.9M▲ +14%
Client mix
Individuals High Net Worth5
Individuals Other4
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
youtube.com/@mavens-cap

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAVEN CAPITAL ADVISORS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
MAVEN CAPITAL ADVISORS, LLC
REICON WEALTH ADVISORS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:maven.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001969440
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-03-22
Edgar Last Filing Date
2023-03-22
Edgar Form D Count
1
Edgar Form D Offerings
2023-03-222023-03-22 · 0001398344-23-006481

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity16
E*trade4
Edgar Addresses
Mailing
3166 MATHIESON DRIVESUITE 200ATLANTA, GA 30305
Business
3166 MATHIESON DRIVESUITE 200ATLANTA, GA 30305
Edgar EIN
922508909
Edgar Recent Filings
D2023-03-22 · 0001398344-23-006481
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
SHORES, STEVEN, LAMONT
Direct Owner · 17.5%
7528031
DAVIES, THEODORE, JOSEPH
IAR · Executive Officer · 2.5%
2389710
DOUGLASS, STEPHANIE, BUSUTTIL
IAR · Executive Officer · 2.5%
3119098
COHN, GREGORY, STEWART
IAR · Executive Officer · 2.5%
4441762
FUNSTON, REID, THOMAS
IAR · Executive Officer · 2.5%
2319236
JOSEPH PATRICK BOGLE
IAR
7887546