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MAVEN EQUITY PARTNERS, LLC

LARKSPUR, CA · CRD 304461 · IAPD ↗ · mavenequitypartners.com · 415-203-8494

$250.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — MAVEN EQUITY PARTNERS, LLC reported RAUM up 32% ($190.0M -> $250.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — MAVEN EQUITY PARTNERS, LLC (LARKSPUR, CA) is newly SEC-registered with $190.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.