Maren Capital Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 9
- Avg AUM / client
- $231M
- Accounts
- 105
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $2.5M | 0.12% |
| High net worth individuals | Fewer than 5 clients | $240M | 11.6% |
| Investment companies | 2 | $558M | 26.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $400M | 19.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $22.2M | 1.07% |
| Charitable organizations | 5 | $507M | 24.3% |
| Other investment advisers | Fewer than 5 clients | $350M | 16.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $48.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Maren Capital Maren Fund Lp | Other Private Fund | Delaware | $48.4M | 20 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Carl Schatz | Chief Executive Officer And Chief Investment Officer | Aug 2022 (4y) | 75% or more | |
| Schatz, Jennifer, Berger | President | Aug 2022 (4y) | Less than 5% | |
| Trusgnich, Ty | Chief Operating Officer And Cfo | Sep 2022 (4y) | Less than 5% | |
| Pombra, Manoj, Kumar | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $48.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Maren Capital Maren Fund Lp | Other Private Fund | $48.4M | $500K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $399M (19% of AUM) Apr 2026
- Northern Trust $354M (17% of AUM) Apr 2026
- Charles Schwab & Co. $218M (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗