RIA Intel›Advisers›Florida›MAXIMAI INVESTMENT PARTNERS, LLC

MAXIMAI INVESTMENT PARTNERS, LLC

Advisory

N·CORAL GABLES, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$696M

1-Year AUM Growth

+9.1%

3-Year CAGR

+6.3%

Employees

5

Assets Under Management

Total AUM$696M

Discretionary AUM$551M

Non-Discretionary AUM$145M

Discretionary %79.1%

Total Clients282

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record26

First FilingAug 5, 2016

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MAXIMAI INVESTMENT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.