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Maynard Capital Partners L.L.C. (Raleigh)


Maynard Capital Partners L.L.C. is a large advisory firm based in Raleigh. It manages $350.76 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

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Maynard Capital Partners L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maynard Capital Partners L.L.C: assets under management

The assets under management (AUM) of Maynard Capital Partners L.L.C. is $350.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $350.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.46 million each.
Maynard Capital Partners L.L.C has custody of $350.76 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maynard Capital Partners L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
James Haywood Maynard Shareholder, chairman, investors management corporation class a voting stock 1 Jul 1972 75% - 100% 1464217

Based in Raleigh

The principal office where Maynard Capital Partners L.L.C. performs its advisory services is located at 4101 Lake Boone Trail, Ste 218, Raleigh, NC 27607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-573-4124 or by fax 919-573-4135. The normal business hours are 8:30 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.kdicapitalpartners.com.


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