Maven Equity Partners, LLC logo

Maven Equity Partners, LLC

Updated today

Total assets under management

$250,289,785

Total clients

0

Total advisors

0

of 3 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Maven Equity Partners provides discretionary investment management to affiliated privately offered pooled investment vehicles (Funds) and transaction-specific special purpose vehicles (SPVs), focusing on the search fund asset class and investments in small, acquired operating companies. Investors in the Funds must meet accredited or qualified purchaser standards and the Adviser reported approximately $250 million in regulatory assets under management as of December 31, 2025.

The firm’s approach centers on partnering with searchers and entrepreneurs to source, diligences and acquire target businesses, typically using a letter of intent followed by a three- to four-month confirmatory due diligence period and seeking board representation or observer rights to provide oversight. Investments are often minority, non-controlling positions in acquisition companies and the Adviser commonly deploys SPVs alongside its pooled Funds on a transaction-by-transaction basis.

Compared with many peers, Maven emphasizes early-stage, entrepreneur-led acquisitions (frequently first-time or young CEOs) and governance via active board mentorship as a downside-mitigation tool, while retaining discretion to negotiate fees and enter co-investment structures. The firm also supplements its institutional fundraising and deal-sourcing activities with endorsements in its advertising, a practice that is uncommon among similar investment-manager firms.

Client services

Portfolio management

Expertise

Business sale tax planning Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Performance-based

Typically 20% of Fund's net profits after return of capital and preferred return to Investors

Other

Account minimum: $1,000,000

Main office location

Maven Equity Partners, LLC

60 E. Sir Francis Drake Blvd, Suite 301

Larkspur CA 94939, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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