MAVEN GROUP LLC

MAVEN GROUP LLC of RANCHO SANTA FE, CA is an SEC-registered investment adviser (CRD 145419). Regulatory assets under management: $20.4M.

Registration

• CRD: 145419
• Type: Registered investment adviser
• Location: 16236 SAN DIEGUITO ROAD, SUITE 4-25, RANCHO SANTA FE, CA, 92091
• Phone: (858) 914-3465
• Latest filing: 2026-03-31
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search