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, 09/07/2022
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

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$48,363,803

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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.