RIA Intelligence

MAVEN CAPITAL PARTNERS, LLC

CRD #300626 SEC #801-130661 ATLANTA, GA 404-798-7612
SEC Registered Private Funds
Total AUM
$134.6M
Discretionary
$134.6M
Employees
6
Clients
--
Accounts
24

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 22, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNHARDT, ANDREW, GIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, ANDREW, GIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, ANDREW, GRAYIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, ANDREW, GRAYIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
COHN, GREGORY, STEWARTIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DAVIES, THEODORE, JOSEPHIMANAGING PARTNERNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTORNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTORNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTORNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTORNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
DOUGLASS, STEPHANIE, BUSUTTILIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
FUNSTON, REID, THOMASIMANAGING PARTNERNA Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
MAVEN CAPITAL ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
REICON WEALTH ADVISORS, LLCDEOWNERC Control
SHORES, STEVEN, LIOWNERB
SHORES, STEVEN, LIOWNERB
SHORES, STEVEN, LAMONTIOWNERB
SHORES, STEVEN, LAMONTIOWNERB
SHORES, STEVEN, LAMONTIOWNERB
SHORES, STEVEN, LAMONTIOWNERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DAVIES, DANIELLE, MISTELEIBMAA SPECIAL ASSET TRUSTE Control
FUNSTON FAMILY IRREVOCABLE TRUSTDEWARAMAUG VENTURES, LLCE Control
FUNSTON FAMILY IRREVOCABLE TRUSTDEWARAMAUG VENTURES, LLCE Control
FUNSTON FAMILY IRREVOCABLE TRUSTDEWARAMAUG VENTURES, LLCE Control
COHN, GREGORY, STEWARTIMAVEN CAPITAL ADVISORS, LLCD Control
COHN, GREGORY, STEWARTIMAVEN CAPITAL ADVISORS, LLCD Control
COHN, GREGORY, STEWARTIMAVEN CAPITAL ADVISORS, LLCD Control
MCCLAIN, FORREST, GARVINIMATHIESON VENTURES, LLCD Control
MCCLAIN, FORREST, GARVINIMATHIESON VENTURES, LLCD Control
MCCLAIN, FORREST, GARVINIMATHIESON VENTURES, LLCD Control
MCCLAIN, LORRAINE, OSCHERIMATHIESON VENTURES, LLCD Control
MCCLAIN, LORRAINE, OSCHERIMATHIESON VENTURES, LLCD Control
MCCLAIN, LORRAINE, OSCHERIMATHIESON VENTURES, LLCD Control
BERNHARDT, ANDREW, GIMAVEN CAPITAL ADVISORS, LLCC Control
BERNHARDT, ANDREW, GIMAVEN CAPITAL ADVISORS, LLCC Control
BERNHARDT, ANDREW, GRAYIMAVEN CAPITAL ADVISORS, LLCC Control
BMAA SPECIAL ASSET TRUSTDETJD VENTURES, LLCC Control
BMAA SPECIAL ASSET TRUSTDETJD VENTURES, LLCC Control
BMAA SPECIAL ASSET TRUSTDETJD VENTURES, LLCC Control
DAVIEES, AIDAN, DORRANCEIDAVIES FAMILY SURVIVORSHIP TRUSTC Control
DAVIES FAMILY SURVIVORSHIP TRUSTDETJD VENTURES, LLCC Control
DAVIES FAMILY SURVIVORSHIP TRUSTDETJD VENTURES, LLCC Control
DAVIES FAMILY SURVIVORSHIP TRUSTDETJD VENTURES, LLCC Control
DAVIES, AUDREY, MICHELLEIDAVIES FAMILY SURVIVORSHIP TRUSTC Control
DAVIES, BRENDAN, MITCHELLIDAVIES FAMILY SURVIVORSHIP TRUSTC Control
DAVIES, MICHAEL, JOSEPHIDAVIES FAMILY SURVIVORSHIP TRUSTC Control
DAVIES, THEODORE, JOSEPHITJD VENTURES, LLCC Control
DAVIES, THEODORE, JOSEPHITJD VENTURES, LLCC Control
DAVIES, THEODORE, JOSEPHITJD VENTURES, LLCC Control
FUNSTON, GRACE, CATHERINEIFUNSTON FAMILY IRREVOCABLE TRUSTC Control
FUNSTON, REID, THOMASIWARAMAUG VENTURES, LLCC Control
FUNSTON, REID, THOMASIWARAMAUG VENTURES, LLCC Control
FUNSTON, REID, THOMASIFUNSTON FAMILY IRREVOCABLE TRUSTC Control
FUNSTON, REID, THOMASIWARAMAUG VENTURES, LLCC Control
FUNSTON, SIDNEY, ROSEIFUNSTON FAMILY IRREVOCABLE TRUSTC Control
FUNSTON, WILLIAM, HENRYIFUNSTON FAMILY IRREVOCABLE TRUSTC Control
MATHIESON VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
MATHIESON VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
MATHIESON VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
SHORES, STEVEN, LIMAVEN CAPITAL ADVISORS, LLCC
SHORES, STEVEN, LIMAVEN CAPITAL ADVISORS, LLCC
SHORES, STEVEN, LAMONTIMAVEN CAPITAL ADVISORS, LLCC
TJD VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
TJD VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
TJD VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
WARAMAUG VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
WARAMAUG VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control
WARAMAUG VENTURES, LLCDEREICON WEALTH ADVISORS, LLCC Control

Registrations

Federal

IA
Jul 22, 2025 REGISTERED

Notice Filings (1)

GA

Address

3060 PEACHTREE ROAD
SUITE 1005
ATLANTA, GA 30305
United States
Phone: 404-798-7612