CORAL GABLES, FLCRD 284919Latest ADV March 24, 2026
Maximai Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 24, 2026, reports $696M in regulatory assets under management, 8 employees, 1 office, and 974 accounts.
Assets Under Management
$696M
Employees
8
Offices
1 office
Total Clients
171
Primary office
CORAL GABLES, FL
500 S. DIXIE HWY, SUITE 301, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.0% of total clients.
Top client categories% of clientsClients
1
HNWI
93.0%
159
2
Individuals
7.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$696Mas of March 24, 2026
Discretionary79.1%
$551M
79% of total RAUM79.1%
Non-discretionary20.9%
$145M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$696M
Total Accounts974
10Y AUM Change+$544M (+358.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.