Maximai Investment Partners, LLC
Maximai Investment Partners, LLC is an SEC-registered wealth manager in Coral Gables, FL with $695.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Maximai Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284919, SEC 801-108257, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $695.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 8
- Clients
- 171
- CRD
- 284919
- Ownership
- VAN WALLEGHEM, ELIZABETH; BUTLER, THOMAS, J; COCOVAN CORP; MAYORDOMO CORP; VIETE, DANIELLA
How much AUM does Maximai Investment Partners, LLC have?
Maximai Investment Partners, LLC reported $695.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Maximai Investment Partners, LLC?
Disclosed owners and executives of Maximai Investment Partners, LLC include VAN WALLEGHEM, ELIZABETH, BUTLER, THOMAS, J, COCOVAN CORP, MAYORDOMO CORP, VIETE, DANIELLA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.