SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Maren Capital
Chicago, IL
Maren Capital LLC, CRD 319626
Firm filing updated April 16, 2026 ·
- $2.1BAssets
- 2Advisory staff
- 105Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Charities5
- Investment companies2
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $2.5 million |
| High net worth individuals | Fewer than 5 clients | $240.4 million |
| Investment companies | 2 | $558.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $399.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $22.2 million |
| Charitable organizations | 5 | $506.5 million |
| Other investment advisors | Fewer than 5 clients | $350.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$2.1 billion
- Accounts105
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Maren Capital LLC SEC-registered investment advisor. CRD 319626, SEC file 801-126517.
- Registered with the SEC as an investment advisor (status date on record: September 7, 2022).
Is Maren Capital a fiduciary?
Short answer: Maren Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.