MAREN CAPITAL
MAREN CAPITAL LLC Legal Name
Adviser information for MAREN CAPITAL last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 75 | $889.0M |
Non-Discretionary | 0 | $0 |
Total | 75 | $889.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $2.9M |
HNW Individuals | <5 | $128.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $358.4M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $53.8M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $189.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $155.9M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 9 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
401 N. MICHIGAN AVESUITE 1930
CHICAGO
IL
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 7738327602, Fax: 7739042571
Chief Compliance Officer
MANOJ POMBRA
401 N. MICHIGAN AVE
SUITE 1930
CHICAGO
IL
United States
Tel:
650-703-2159
T******@***************M
(Full email address available in API data)
Regulatory Contact
JENNIFER SCHATZ
PRESIDENT
401 N. MICHIGAN AVE
SUITE 1930
CHICAGO
IL
United States
Tel:
7738327602
J******@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
MAREN CAPITAL MAREN FUND LP | CONCENTRATED LONG ONLY | $48.4M | $0.5M | 20 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SCHATZ, BRADLEY, CARL | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 08/2022 | > 75% |
POMBRA, MANOJ, KUMAR | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
SCHATZ, JENNIFER, BERGER | Individual | – | PRESIDENT | 08/2022 | < 5% |
Trusgnich, Ty | Individual | – | CHIEF OPERATING OFFICER AND CFO | 09/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMETEK INC | COM | 89M | 536K | – |
AMPHENOL CORP NEW | CL A | 85M | 1M | – |
BERKLEY W R CORP | COM | 50M | 640K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 325K | 800 | – |
CANADIAN PACIFIC KANSAS CITY | COM | 80M | 1M | – |
COPART INC | COM | 44M | 810K | – |
EQUITY COMWLTH | 6.5% CNV PFD D | 2M | 92K | – |
GRACO INC | COM | 40M | 502K | – |
HEICO CORP NEW | CL A | 85M | 480K | – |
HINGHAM INSTN SVGS MASS | COM | 28M | 156K | – |
IDEX CORP | COM | 59M | 293K | – |
KINSALE CAP GROUP INC | COM | 54M | 141K | – |
LINDE PLC | SHS | 84M | 192K | – |
MASTERCARD INCORPORATED | CL A | 920K | 2K | – |
MICROSOFT CORP | COM | 1M | 3K | – |
OREILLY AUTOMOTIVE INC | COM | 2M | 2K | – |
PROGRESSIVE CORP | COM | 3M | 14K | – |
RBC BEARINGS INC | 5% CNV PFD SR A | 641K | 5K | – |
RBC BEARINGS INC | COM | 99M | 365K | – |
RLI CORP | COM | 91M | 647K | – |
SIMPSON MFG INC | COM | 34M | 199K | – |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 516K | 964 | – |
TELEDYNE TECHNOLOGIES INC | COM | 103M | 265K | – |
THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
UGI CORP NEW | COM | 501K | 22K | – |
VISA INC | COM CL A | 880K | 3K | – |