Maximai Investment Partners LLC

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Assets, Funds, Holdings

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Maximai Investment Partners LLC
CRD #284919
SEC #801-108257
CIK #
AUM $538.7 M (2025-03-25)
Employees 10 (60% Investors, 0% Brokers)
Phone786-332-6050
Address500 S Dixie Hwy
Coral Gables, FL 33146
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 282 538.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 872 538.7
By Discretionary
Discretionary 723 437.7
Non-Discretionary 149 101.0
Total 872 538.7
By Non-United States Persons
Non-United States Persons 332.5
United States Persons 206.1
Total 872 538.7
Comparable Firms State AUM ($B)
Hubbell Strickland Wealth Management LLC
LA 0.5
Carlton Hofferkamp and Jenks Wealth Management LLC
TX 0.5
Wedgewood Partners Inc
MO 0.5
Oxler Private Wealth LLC
NY 0.5
Chapin Davis Inc
MD 0.5
Cambridge Financial Group LLC
AZ 0.5
Kitching Partners LLC
PA 0.5
Hudson Capital Management LLC
NJ 0.5
Capital Resource Management Inc
IL 0.5
Steffes Financial Ltd
KS 0.5
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