← Directory
MAXIMAI INVESTMENT PARTNERS, LLC
CRD 284919File 801-108257
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.