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| Keyboard |
| Maximai Investment Partners LLC
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|---|---|
| CRD # | 284919 |
| SEC # | 801-108257 |
| CIK # | |
| AUM | 695.8 M (2026-03-24) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 786-332-6050 |
| Address | 500 S Dixie Hwy Coral Gables, FL 33146 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 1.4 |
| (b) Individuals (high net worth individuals) | 159 | 694.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 695.8 |
| By Discretionary | ||
| Discretionary | 818 | 550.7 |
| Non-Discretionary | 156 | 145.1 |
| Total | 974 | 695.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 433.1 | |
| United States Persons | 262.7 | |
| Total | 974 | 695.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hamilton Wealth LLC
✚
|
CA | 697.8 M |
|
Arcadia Investment Management Corp
✚
|
MI | 697.3 M |
|
LP Investment Management LLC
✚
|
TX | 696.1 M |
|
Wembley Strategic Advisory LLC
✚
|
NY | 695.2 M |
|
Optimum Quantvest Corporation
✚
|
TX | 695.1 M |
|
Mayport LLC
✚
|
694.9 M | |
|
William Joseph Capital Management Inc
✚
|
CT | 694.3 M |
|
WMG Financial Advisors LLC
✚
|
TN | 693.8 M |
|
Cambridge Advisors Inc
✚
|
NE | 693.5 M |
|
SkyOak Wealth LLC
✚
|
MI | 692.7 M |