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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAVEN CAPITAL PARTNERS, LLC

CRD 300626

ATLANTA, GA

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Search this name across graphsid dfx:ria:f2a0dcc7-8c65-648d-9f58-456e36ab621b

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 9
On other graphs: 2
Observed: Jun 11, 2024 to Jul 14, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

Maven Capital Partners, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Maven Capital Partners, LLC

Capital provider to sponsors · shared crd

Private Equityowner

Reicon Wealth Advisors, LLC

schedule ab owner name equals pe organization name · confidence 50%

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.11 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $153MItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $30.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 24
Individual clients: 4
High net worth clients: 5
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $17.0M
SEC number: 801-130661
CRD: 300626
Filings on the tape: 8
First filed: Jun 11, 2024
Latest filed: Jul 14, 2026
Organised: Limited Liability Company, GA

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
GREGORY STEWART COHN	n/a	ATLANTA, GA	7	11	1	no
REID THOMAS FUNSTON	n/a	ATLANTA, GA	5	33	n/a	no
THEODORE JOSEPH DAVIES	n/a	ATLANTA,, GA \| ATLANTA, GA	5	29	n/a	no
STEPHANIE BUSUTTIL DOUGLASS	Chartered Financial Analyst	ATLANTA, GA	3	27	n/a	no
JOSEPH PATRICK BOGLE	Chartered Financial Analyst	ATLANTA, GA	2	10	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
MCP SECONDARY INVESTMENTS I, LLC	Private Equity Fund	$5.3M	Jul 15, 2024	21	Jun 11, 2024	reported	021-499241
MCP DIRECT INVESTMENTS I, LLC	Private Equity Fund	$21,216	Jul 15, 2024	2	Jun 11, 2024	reported	021-476601

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
BERNHARDT, ANDREW, GRAY	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Jun 11, 2024	Jul 15, 2024
BERNHARDT, ANDREW, GRAY	Owner	C	yes	02/2023	Jun 11, 2024	Jul 15, 2024
BMAA SPECIAL ASSET TRUST	Trustee	C	yes	12/2012	Jun 11, 2024	Jul 15, 2024
COHN, GREGORY, STEWART	MANAGING PARTNER	Na	yes	12/2018	Jun 11, 2024	Jul 15, 2024
COHN, GREGORY, STEWART	Owner	D	yes	03/2018	Jun 11, 2024	Jul 15, 2024
DAVIEES, AIDAN, DORRANCE	Trustee	C	yes	02/2021	Jul 15, 2024	Jul 15, 2024
DAVIES FAMILY SURVIVORSHIP TRUST	Trustee	C	yes	02/2021	Jun 11, 2024	Jul 15, 2024
DAVIES, AUDREY, MICHELLE	Trustee	C	yes	02/2021	Jul 15, 2024	Jul 15, 2024
DAVIES, BRENDAN, MITCHELL	Trustee	C	yes	02/2021	Jul 15, 2024	Jul 15, 2024
DAVIES, DANIELLE, MISTELE	Trustee	E	yes	12/2012	Jul 15, 2024	Jul 15, 2024
DAVIES, MICHAEL, JOSEPH	Trustee	C	yes	02/2021	Jul 15, 2024	Jul 15, 2024
DAVIES, THEODORE, JOSEPH	MANAGING PARTNER	Na	yes	07/2022	Jun 11, 2024	Jul 15, 2024
DAVIES, THEODORE, JOSEPH	Trustee	C	yes	02/2021	Jun 11, 2024	Jul 15, 2024
DOUGLASS, STEPHANIE, BUSUTTIL	MANAGING DIRECTOR	Na	yes	07/2022	Jun 11, 2024	Jul 15, 2024
FUNSTON FAMILY IRREVOCABLE TRUST	Trustee	E	yes	03/2021	Jun 11, 2024	Jul 15, 2024
FUNSTON, GRACE, CATHERINE	Trustee	C	yes	03/2021	Jul 15, 2024	Jul 15, 2024
FUNSTON, REID, THOMAS	Trustee	C	yes	03/2021	Jul 15, 2024	Jul 15, 2024
FUNSTON, REID, THOMAS	Trustee	C	yes	03/2021	Jun 11, 2024	Jul 15, 2024
FUNSTON, REID, THOMAS	MANAGING PARTNER	Na	yes	07/2022	Jun 11, 2024	Jul 15, 2024
FUNSTON, SIDNEY, ROSE	Trustee	C	yes	03/2021	Jul 15, 2024	Jul 15, 2024
FUNSTON, WILLIAM, HENRY	Trustee	C	yes	03/2021	Jul 15, 2024	Jul 15, 2024
MATHIESON VENTURES, LLC	MANAGING MEMBER	C	yes	02/2021	Jun 11, 2024	Jul 15, 2024
MAVEN CAPITAL ADVISORS, LLC	Owner	C	yes	12/2018	Jun 11, 2024	Jul 15, 2024
MCCLAIN, FORREST, GARVIN	Trustee	D	yes	04/2021	Jun 11, 2024	Jul 15, 2024
MCCLAIN, LORRAINE, OSCHER	Trustee	D	yes	04/2021	Jun 11, 2024	Jul 15, 2024
REICON WEALTH ADVISORS, LLC	Owner	C	yes	07/2022	Jun 11, 2024	Jul 15, 2024
TJD VENTURES, LLC	MANAGING MEMBER	C	yes	02/2021	Jun 11, 2024	Jul 15, 2024
WARAMAUG VENTURES, LLC	MANAGING MEMBER	C	yes	03/2021	Jun 11, 2024	Jul 15, 2024
SHORES, STEVEN, LAMONT	Owner	B	no	02/2023	Jun 11, 2024	Jul 15, 2024
SHORES, STEVEN, LAMONT	Owner	C	no	02/2023	Jun 11, 2024	Jul 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
REICON WEALTH ADVISORS, LLC	n/a	Independent wealth	$220M	N	yes	n/a
MCA SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
REICON CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a
RWA CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	4	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$153M	$153M	5	4	1	3	n/a
2024	Mar 18, 2025	$135M	$135M	6	4	1	3	n/a

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	$153M	$135M	13.6%	n/a	n/a	5	6	1	1

Relationships

Affiliated with (2)

→ REICON WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← REICON WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ MCP SECONDARY INVESTMENTS I, LLCPrivate fundPrivate Equity Fund, IA
Jun 11, 2024 to presentfactForm ADV
→ MCP DIRECT INVESTMENTS I, LLCPrivate fundPrivate Equity Fund, IA
Jun 11, 2024 to presentfactForm ADV

Registered with (5)

← JOSEPH PATRICK BOGLEAdvisorregistration: current employment
May 20, 2024 to presentfactForm ADV
← THEODORE JOSEPH DAVIESAdvisorregistration: current employment
May 16, 2023 to presentfactForm ADV
← REID THOMAS FUNSTONAdvisorregistration: current employment
Apr 25, 2023 to presentfactForm ADV
← STEPHANIE BUSUTTIL DOUGLASSAdvisorregistration: current employment
Apr 25, 2023 to presentfactForm ADV
← GREGORY STEWART COHNAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV

Controls (23)

← FUNSTON, REID, THOMASOwnerTRUSTEE, ownership code C, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← DAVIES, THEODORE, JOSEPHOwnerTRUSTEE, ownership code C, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← DOUGLASS, STEPHANIE, BUSUTTILOwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← COHN, GREGORY, STEWARTOwnerOWNER, ownership code D, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← MCCLAIN, LORRAINE, OSCHEROwnerTRUSTEE, ownership code D, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← DAVIES, BRENDAN, MITCHELLOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← BERNHARDT, ANDREW, GRAYOwnerOWNER, ownership code C, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← MCCLAIN, FORREST, GARVINOwnerTRUSTEE, ownership code D, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV
← DAVIEES, AIDAN, DORRANCEOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← FUNSTON, SIDNEY, ROSEOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← FUNSTON, WILLIAM, HENRYOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← FUNSTON, GRACE, CATHERINEOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← DAVIES, DANIELLE, MISTELEOwnerTRUSTEE, ownership code E, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← DAVIES, MICHAEL, JOSEPHOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← DAVIES, AUDREY, MICHELLEOwnerTRUSTEE, ownership code C, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← BMAA SPECIAL ASSET TRUSTOwnerTRUSTEE, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← DAVIES FAMILY SURVIVORSHIP TRUSTOwnerTRUSTEE, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← FUNSTON FAMILY IRREVOCABLE TRUSTOwnerTRUSTEE, ownership code E, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← MATHIESON VENTURES, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← MAVEN CAPITAL ADVISORS, LLCOwnerOWNER, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← REICON WEALTH ADVISORS, LLCOwnerOWNER, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← TJD VENTURES, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV
← WARAMAUG VENTURES, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Jun 11, 2024 to Jul 15, 2024factForm ADV

Owns (1)

← SHORES, STEVEN, LAMONTOwnerOWNER, ownership code C, individual
Jun 11, 2024 to Jul 15, 2024factForm ADV

Dated events

Occurred
Jul 15, 2024
Control person joined
Henry William Funston (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Catherine Grace Funston (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Rose Sidney Funston (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Mistele Danielle Davies (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Mitchell Brendan Davies (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Joseph Michael Davies (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Dorrance Aidan Daviees (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Control person joined
Michelle Audrey Davies (Trustee) appeared on Schedule A of Maven Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jun 11, 2024
First Form ADV filing
Maven Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2a0dcc7-8c65-648d-9f58-456e36ab621b
First observed: Jun 11, 2024
Last observed: Jul 14, 2026 2 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.

MAVEN CAPITAL PARTNERS, LLC

CRD 300626

ATLANTA, GA

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:f2a0dcc7-8c65-648d-9f58-456e36ab621b

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY STEWART COHN

n/a

ATLANTA, GA

REID THOMAS FUNSTON

n/a

ATLANTA, GA

n/a

THEODORE JOSEPH DAVIES

n/a

ATLANTA,, GA | ATLANTA, GA

n/a

STEPHANIE BUSUTTIL DOUGLASS

Chartered Financial Analyst

ATLANTA, GA

n/a

JOSEPH PATRICK BOGLE

Chartered Financial Analyst

ATLANTA, GA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MCP SECONDARY INVESTMENTS I, LLC

Private Equity Fund

$5.3M

Jul 15, 2024

Jun 11, 2024

reported

021-499241

MCP DIRECT INVESTMENTS I, LLC

Private Equity Fund

$21,216

Jul 15, 2024

Jun 11, 2024

reported

021-476601

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNHARDT, ANDREW, GRAY

MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

yes

07/2022

Jun 11, 2024

Jul 15, 2024

BERNHARDT, ANDREW, GRAY

Owner

yes

02/2023

Jun 11, 2024

Jul 15, 2024

BMAA SPECIAL ASSET TRUST

Trustee

yes

12/2012

Jun 11, 2024

Jul 15, 2024

COHN, GREGORY, STEWART

MANAGING PARTNER

yes

12/2018

Jun 11, 2024

Jul 15, 2024

COHN, GREGORY, STEWART

Owner

yes

03/2018

Jun 11, 2024

Jul 15, 2024

DAVIEES, AIDAN, DORRANCE

Trustee

yes

02/2021

Jul 15, 2024

DAVIES FAMILY SURVIVORSHIP TRUST

Trustee

yes

02/2021

Jun 11, 2024

Jul 15, 2024

DAVIES, AUDREY, MICHELLE

Trustee

yes

02/2021

Jul 15, 2024

DAVIES, BRENDAN, MITCHELL

Trustee

yes

02/2021

Jul 15, 2024

DAVIES, DANIELLE, MISTELE

Trustee

yes

12/2012

Jul 15, 2024

DAVIES, MICHAEL, JOSEPH

Trustee

yes

02/2021

Jul 15, 2024

DAVIES, THEODORE, JOSEPH

MANAGING PARTNER

yes

07/2022

Jun 11, 2024

Jul 15, 2024

DAVIES, THEODORE, JOSEPH

Trustee

yes

02/2021

Jun 11, 2024

Jul 15, 2024

DOUGLASS, STEPHANIE, BUSUTTIL

MANAGING DIRECTOR

yes

07/2022

Jun 11, 2024

Jul 15, 2024

FUNSTON FAMILY IRREVOCABLE TRUST

Trustee

yes

03/2021

Jun 11, 2024

Jul 15, 2024

FUNSTON, GRACE, CATHERINE

Trustee

yes

03/2021

Jul 15, 2024

FUNSTON, REID, THOMAS

Trustee

yes

03/2021

Jul 15, 2024

FUNSTON, REID, THOMAS

Trustee

yes

03/2021

Jun 11, 2024

Jul 15, 2024

FUNSTON, REID, THOMAS

MANAGING PARTNER

yes

07/2022

Jun 11, 2024

Jul 15, 2024

FUNSTON, SIDNEY, ROSE

Trustee

yes

03/2021

Jul 15, 2024

FUNSTON, WILLIAM, HENRY

Trustee

yes

03/2021

Jul 15, 2024

MATHIESON VENTURES, LLC

MANAGING MEMBER

yes

02/2021

Jun 11, 2024

Jul 15, 2024

MAVEN CAPITAL ADVISORS, LLC

Owner

yes

12/2018

Jun 11, 2024

Jul 15, 2024

MCCLAIN, FORREST, GARVIN

Trustee

yes

04/2021

Jun 11, 2024

Jul 15, 2024

MCCLAIN, LORRAINE, OSCHER

Trustee

yes

04/2021

Jun 11, 2024

Jul 15, 2024

REICON WEALTH ADVISORS, LLC

Owner

yes

07/2022

Jun 11, 2024

Jul 15, 2024

TJD VENTURES, LLC

MANAGING MEMBER

yes

02/2021

Jun 11, 2024

Jul 15, 2024

WARAMAUG VENTURES, LLC

MANAGING MEMBER

yes

03/2021

Jun 11, 2024

Jul 15, 2024

SHORES, STEVEN, LAMONT

Owner

02/2023

Jun 11, 2024

Jul 15, 2024

SHORES, STEVEN, LAMONT

Owner

02/2023

Jun 11, 2024

Jul 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

REICON WEALTH ADVISORS, LLC

n/a

Independent wealth

$220M

yes

n/a

MCA SECURITIES LLC

n/a

yes

n/a

REICON CAPITAL, LLC

n/a

yes

n/a

RWA CAPITAL, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$153M

n/a

2024

Mar 18, 2025

$135M

n/a

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

$153M

$135M

13.6%

n/a