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MAREN CAPITAL

CHICAGO, IL · CRD 319626 · IAPD ↗ · marencapital.com · 7738327602

$2.08BRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MAREN CAPITAL notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — MAREN CAPITAL reported RAUM up 49% ($1.40B -> $2.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — MAREN CAPITAL crossed $1B in regulatory AUM ($889.0M -> $1.40B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — MAREN CAPITAL crossed $500M in regulatory AUM ($161.9M -> $889.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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