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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

MAREN CAPITAL

MAREN CAPITAL LLC, CRD 319626

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a681ac64-2b5e-5490-516b-ec130aac7c68

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 1
Observed: Aug 8, 2022 to Apr 16, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Maren Capital

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.63 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $243MderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.1Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 105
Private funds: 1Schedule D 7.B(1)
SEC number: 801-126517
CRD: 319626
Filings on the tape: 7
First filed: Aug 8, 2022
Latest filed: Apr 16, 2026
Organised: Limited Liability Company, DE
Website: marencapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY CARL SCHATZ	n/a	Chicago, IL	4	27	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MAREN CAPITAL MAREN FUND LP	Other Private Fund	$48.4M	Mar 27, 2024	20	Feb 1, 2023	reported	021-469344

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHATZ, BRADLEY, CARL	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	E	yes	08/2022	Aug 8, 2022	Mar 27, 2024
SCHATZ, JENNIFER, BERGER	President	Na	yes	08/2022	Jan 3, 2023	Mar 27, 2024
Trusgnich, Ty	CHIEF OPERATING OFFICER AND CFO	Na	yes	09/2022	Jan 3, 2023	Mar 27, 2024
POMBRA, MANOJ, KUMAR	CHIEF COMPLIANCE OFFICER	Na	no	01/2023	Jan 3, 2023	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 16, 2026	$2.1B	$2.1B	6	2	1	n/a
2024	Mar 28, 2025	$1.4B	$1.4B	6	2	1	n/a
2023	Mar 27, 2024	$889M	$889M	5	1	1	$48.4M
2022	Feb 1, 2023	$162M	$162M	3	1	1	$3.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.4B	48.6%	$162M	134.2%	6	6	0	0

Relationships

Advises (1)

→ MAREN CAPITAL MAREN FUND LPPrivate fundOther Private Fund, IA
Feb 1, 2023 to presentfactForm ADV

Registered with (1)

← BRADLEY CARL SCHATZAdvisorregistration: current employment
Sep 7, 2022 to presentfactForm ADV

Owns (1)

← POMBRA, MANOJ, KUMAROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2023 to Mar 27, 2024factForm ADV

Controls (3)

← SCHATZ, BRADLEY, CARLOwnerCHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER, ownership code E, individual
Aug 8, 2022 to Mar 27, 2024factForm ADV
← SCHATZ, JENNIFER, BERGEROwnerPRESIDENT, ownership code NA, individual
Jan 3, 2023 to Mar 27, 2024factForm ADV
← Trusgnich, TyOwnerCHIEF OPERATING OFFICER AND CFO, ownership code NA, individual
Jan 3, 2023 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Maren Capital reported RAUM $2.1B, up 49% from $1.4B (2025-03-28 to 2026-03-30)
Form ADVobserved 6 days ago
$680M
Occurred
Mar 28, 2025
Regulatory AUM changed
Maren Capital reported RAUM $1.4B, up 58% from $889.0M (2024-03-27 to 2025-03-28)
Form ADVobserved 6 days ago
$511M
Occurred
Mar 27, 2024
Regulatory AUM changed
Maren Capital reported RAUM $889.0M, up 449% from $161.9M (2023-02-01 to 2024-03-27)
Form ADVobserved 6 days ago
$727M
Occurred
Jan 3, 2023
Control person joined
Berger Jennifer Schatz (President) appeared on Schedule A of Maren Capital
Form ADVobserved 6 days ago
Occurred
Jan 3, 2023
Control person joined
Ty Trusgnich (Chief Operating Officer And Cfo) appeared on Schedule A of Maren Capital
Form ADVobserved 6 days ago
Occurred
Aug 8, 2022
First Form ADV filing
Maren Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a681ac64-2b5e-5490-516b-ec130aac7c68
First observed: Aug 8, 2022
Last observed: Apr 16, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAREN CAPITAL

MAREN CAPITAL LLC, CRD 319626

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a681ac64-2b5e-5490-516b-ec130aac7c68

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY CARL SCHATZ

n/a

Chicago, IL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MAREN CAPITAL MAREN FUND LP

Other Private Fund

$48.4M

Mar 27, 2024

Feb 1, 2023

reported

021-469344

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHATZ, BRADLEY, CARL

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

yes

08/2022

Aug 8, 2022

Mar 27, 2024

SCHATZ, JENNIFER, BERGER

President

yes

08/2022

Jan 3, 2023

Mar 27, 2024

Trusgnich, Ty

CHIEF OPERATING OFFICER AND CFO

yes

09/2022

Jan 3, 2023

Mar 27, 2024

POMBRA, MANOJ, KUMAR

CHIEF COMPLIANCE OFFICER

01/2023

Jan 3, 2023

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$2.1B

n/a

2024

Mar 28, 2025

$1.4B

n/a

2023

Mar 27, 2024

$889M

$48.4M

2022

Feb 1, 2023

$162M

$3.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.4B

48.6%

$162M

134.2%