Maren Capital

Maren Capital LLC is an investment adviser based in Chicago, Illinois, founded in March 2022 by Bradley C. Schatz. The firm offers discretionary investment advisory services to individuals, institutions, and private fund investors seeking long-term capital growth primarily through equity securities. Clients may impose restrictions on investments, and the firm does not participate in wrap fee programs. As of December 31, 2024, Maren Capital managed $1.4 billion in regulatory assets. The firm charges managed account clients an annual advisory fee of up to 1.00% based on assets under management, billed quarterly in arrears. Private fund investors pay a management fee of 0.90% of net assets. Maren Capital's investment strategy focuses on fundamental, bottom-up analysis of companies, emphasizing quality and attractive valuations. The firm manages concentrated portfolios and invests in small, mid, and large-cap companies. Clients must invest a minimum of $50 million to open a managed account, with minimums disclosed in the private fund's offering documents. The firm acts as a fiduciary and provides investment discretion to clients, with the Chief Investment Officer making investment decisions. Maren Capital does not charge performance-based fees and has no disciplinary events to disclose. Clients' assets are held by unaffiliated custodians, and the firm maintains privacy safeguards for client information. For further details, clients can contact Maren Capital LLC at (773) 832-7602 or [email protected].