Asset manager · Chicago, IL
Maren Capital
Maren Capital LLC · SEC-registered investment adviser · CRD 319626 · SEC 801-126517
At a glance
Maren Capital is an SEC-registered investment adviser based in Chicago, Illinois, with $2.1 billion in regulatory assets under management as of its Form ADV filed April 16, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,038th of 3,218 asset managers and 3,542nd of 17,210 SEC-registered advisers by assets.
Main office 773-832-7602marencapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among asset managers
- #1,038 of 3,218
- Rank among all SEC RIAs
- #3,542 of 17,210
- Rank in Illinois
- #175 of 684
- Clients
- 9
- Accounts
- 105
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Bradley C. SchatzChief Executive Officer and Chief Investment Officer
- Manoj K. PombraChief Compliance Officer
- Jennifer B. SchatzPresident
- Ty TrusgnichChief Operating Officer and CFO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $558M | 27% |
| Charitable organizations | 5 | $507M | 24% |
| Pooled investment vehicles | 2 | $400M | 19% |
| Other investment advisers | – | $350M | 17% |
| High-net-worth individuals | – | $240M | 12% |
| Pension and profit sharing plans | – | $22M | 1% |
| Individuals | – | $2M | <1% |
Private funds
Maren Capital reports 1 private funds with $301M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Maren Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗marencapital.com ↗
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The full record on Maren Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 924 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Maren Capital manage?
Maren Capital reports $2.1 billion in regulatory assets under management across 105 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 16, 2026.
What kind of firm is Maren Capital?
Maren Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Maren Capital’s clients?
By assets, its largest client types are investment companies ($558 million, 2 clients); charitable organizations ($507 million, 5 clients); pooled investment vehicles ($400 million, 2 clients).
Does Maren Capital manage private funds?
Yes. It reports 1 private funds with $301 million in gross assets, including other private funds.
Does Maren Capital have any disciplinary history?
Maren Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Maren Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →