|
⚲
|
| Maximai Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 284919 |
| SEC # | 801-108257 |
| CIK # | |
| AUM | $493.7 MM (2024-02-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 786-332-6050 |
| Address | 500 S Dixie Hwy Coral Gables, FL 33146 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 205 | 493.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 493.7 |
| By Discretionary | ||
| Discretionary | 816 | 395.9 |
| Non-Discretionary | 175 | 97.8 |
| Total | 991 | 493.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 297.2 | |
| United States Persons | 196.5 | |
| Total | 991 | 493.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rootstock Investment Management LLC
✚
|
PA | 0.5 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.5 |
|
Steffes Financial Ltd
✚
|
KS | 0.5 |
|
West Michigan Advisors LLC
✚
|
MI | 0.5 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.5 |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 0.5 |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 0.5 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.5 |
|
Miramar Capital LLC
✚
|
IL | 0.5 |