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MAXIMAI INVESTMENT PARTNERS, LLC
CRD 284919File 801-108257
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$695.8M
Above cohort median (national)
Discretionary AUM
$550.7M
Non-discretionary $145.1M
Clients
171
974 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 8, 2016
- Principal office
- 500 S. DIXIE HWY, SUITE 301, CORAL GABLES, FL, 33146
- Phone
- 786-332-6050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $695.8M
- Discretionary AUM
- $550.7M
- Non-discretionary AUM
- $145.1M
- Discretionary accounts
- 818
- Non-discretionary accounts
- 156
- Total accounts
- 974
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 159 | $694.5M |
| Individuals (other than high net worth individuals) | 12 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 8 | decreased by2 |
| Apr 1, 2026 | Clients | 282 | 171 | decreased by111 |
| Apr 1, 2026 | AUM | $538,675,000 | $695,829,702 | increased by$157,154,702 |
| Apr 1, 2026 | Accounts | 872 | 974 | increased by102 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 10 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 269 | 282 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $444,413,540 | $538,675,000 | increased by$94,261,460 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 830 | 872 | increased by42 |
| Feb 1, 2022 | Clients | 84 | 269 | increased by185 |
| Feb 1, 2022 | AUM | $350,503,215 | $444,413,540 | increased by$93,910,325 |
| Feb 1, 2022 | Accounts | 529 | 830 | increased by301 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAXIMAI INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAXIMAI INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.