# Maven Equity Partners, LLC

> Maven Equity Partners, LLC is an SEC-registered investment advisory firm in Larkspur, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 304461
- Filed as: MAVEN EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304461
- AdvisorCensus page: https://advisorcensus.com/firm/maven-equity-partners-llc-larkspur-ca-304461

## Quick answers

**How is Maven Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maven Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Maven Equity Partners, LLC located?**
Maven Equity Partners, LLC's principal office is in Larkspur, CA, according to its Form ADV.

**Is Maven Equity Partners, LLC registered with the SEC or a state?**
Maven Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304461.

**How much does Maven Equity Partners, LLC manage?**
Maven Equity Partners, LLC reports $250,289,785 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Maven Equity Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Maven Equity Partners, LLC: Regulatory assets under management: $189,959,228 in the October 2025 data and $250,289,785 in the October 2026 data, up 32%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maven Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Maven Equity Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304461

**Does Maven Equity Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Generally, the Funds have a minimum investment amount of $1 million, however, this investment amount may be waived at the discretion of the Adviser or General Partners."

**What changed in Maven Equity Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $189,959,228 to $250,289,785 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally, the Funds have a minimum investment amount of $1 million, however, this investment amount may be waived at the discretion of the Adviser or General Partners.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $250,289,785
- Discretionary: $250,289,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $250,289,785 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mavenequitypartners.com
- LinkedIn @maven-equity-partners-llc
- X @MavenEquity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 18, 2021 |
| October 2022 | Not reported | Not reported | March 4, 2022 |
| October 2023 | Not reported | Not reported | March 29, 2023 |
| October 2024 | Not reported | Not reported | March 27, 2024 |
| October 2025 | $189,959,228 | 2 | June 26, 2025 |
| October 2026 | $250,289,785 | 3 | March 26, 2026 |

Regulatory assets under management: $189,959,228 in the October 2025 data and $250,289,785 in the October 2026 data, up 32%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $189,959,228 to $250,289,785 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maven Equity Partners, LLC (CRD 304461): Form ADV filing data as of October 2026.