MAREN CAPITAL other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

5 66.67%

of those in investment advisory functions:

1


Registration:

SEC, Approved, 9/7/2022

AUM:

888,954,863 449.01%

of that, discretionary:

888,954,863 449.01%

Private Fund GAV:

48,363,803 1268.93%

Avg Account Size:

11,852,732 222.08%

% High Net Worth:

23.53% 100.00%


SMA’s:

NO

Private Funds:

1

Contact Info

773 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
162M 139M 116M 93M 69M 46M 23M
2022 2023

Recent News

Blackstone adds Chicago boutique on $4.2bn alts fund - Citywire
09/06/2023

According to the SEC filing, Maren Capital will be a subadvisor on the fund's equity hedge strategy. Maren Capital was set up in 2022 by CEO and ...

citywire.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $48,363,803

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Private Funds



Employees




Brochure Summary

Overview

Maren Capital LLC (the “Adviser”) is an investment adviser with its principal place of business in Chicago, Illinois. The Adviser is a Delaware limited liability company that was founded in March 2022 by Bradley C. Schatz, who serves as Chief Executive Officer and Chief Investment Officer. Mr. Schatz is the principal owner of the Adviser. The Adviser provides investment advisory services on a discretionary basis to its clients, which include individuals and institutions with separately managed accounts. The Adviser also provides advisory services to a private fund intended for qualified investors. In addition, the Adviser provides discretionary investment sub-advisory services to non-affiliated registered investment companies. In certain instances, other
registered investment advisers hire the Adviser to manage assets for their underlying clients. In these instances, the Adviser acts in a sub-advisory capacity. The Adviser typically manages accounts in accordance with its overall investment objective and strategy which seeks long-term growth of capital. The Advisor seeks to meet this objective and strategy by investing primarily in equity securities of issuers the Adviser identifies through its fundamental, bottom-up analysis of companies/issuers. Clients may impose restrictions on investing in certain securities or certain types of securities. The Adviser does not participate in any wrap fee programs. As of December 31, 2023, Maren Capital LLC had $889 million in regulatory assets under management.