DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

M•••• E••••• P•••••••• L••

Asset manager (funds and pooled vehicles)Larkspur, CaliforniaCRD 304461SEC 801-133996websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Jun 26, 2025 · 2 filings
SEC status approved since Jul 28, 2025
RAUM
$250M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$250M as of Mar 26, 2026
Jun 26, 2025$190M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Jun 26, 20250 then
Employees (5.A)3 as of Mar 26, 2026
Jun 26, 20252 then
Private funds9 as of Mar 26, 2026
Jun 26, 20259 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$27.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$250M, 9 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$250M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$250M for 9 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      7 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M•••• E••••• P••••••• F••• I• L•••Private Equity Fund$43.5M38Jul 3, 2019
      M•••• E••••• P••••••• F••• I•• L•••Private Equity Fund$42.8M48Mar 4, 2022
      M•••• S•••••••• F••• I•• L•••Private Equity Fund$12.5M11Mar 4, 2022
      M•••• S•••••••• F••• I• L•••Private Equity Fund$7.1M9Jul 3, 2019
      M•••• S•••••••• O••••••••• F•••• L••• • B••••• S•••••Private Equity Fund$2.4M3Mar 4, 2022
      M•••• S•••••••• O••••••••• F•••• L• • S•••• S•••••Private Equity Fund$1.4M3Mar 27, 2024
      M•••• S•••••••• O••••••••• F•••• L••• • A••••• S•••••Private Equity Fund$959,0061Mar 4, 2022
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 2 to 3
        Jun 26, 2025 to Mar 26, 2026
      • Assets in custody · $190M to $250M
        Jun 26, 2025 to Mar 26, 2026
      • Employees · 2 to 3
        Jun 26, 2025 to Mar 26, 2026
      • Discretionary RAUM · $190M to $250M
        Jun 26, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $190M to $250M
        Jun 26, 2025 to Mar 26, 2026
      • RAUM · $190M to $250M
        Jun 26, 2025 to Mar 26, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/maven-equity-partners-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
      Website
      m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      415-203-8494reportedpublic record, Form ADV, Mar 26, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026