# Maximai Investment Partners, LLC

> Maximai Investment Partners, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 284919
- Filed as: MAXIMAI INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284919
- AdvisorCensus page: https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919

## Quick answers

**How is Maximai Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maximai Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Maximai Investment Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Maximai Investment Partners, LLC located?**
Maximai Investment Partners, LLC's principal office is in Coral Gables, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Maximai Investment Partners, LLC registered with the SEC or a state?**
Maximai Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284919.

**How much does Maximai Investment Partners, LLC manage?**
Maximai Investment Partners, LLC reports $695,829,702 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (79% discretionary).

**How have Maximai Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Maximai Investment Partners, LLC: Regulatory assets under management: $350,503,215 in the October 2021 data and $695,829,702 in the October 2026 data, up 99%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maximai Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (159); individuals (other than high net worth individuals) (12).

**Which custodians does Maximai Investment Partners, LLC use?**
Maximai Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Maximai Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284919

**Does Maximai Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "In general, we require a minimum of $1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Maximai Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $538,675,000 to $695,829,702 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> MAXIMAI's fee for portfolio management services ranges from 0.50% to 2.00% of the value of the assets in your account and is negotiable for accounts over $10 million.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $695,829,702
- Discretionary: $550,681,107
- Non-discretionary: $145,148,595

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,357,311 |
| High net worth individuals | 159 | $694,472,391 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Coral Gables, FL

### Websites listed on Form ADV (Item 1.I)
- [maximaipartners.com](https://maximaipartners.com)
- LinkedIn @maximai-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $350,503,215 | 6 | March 8, 2021 |
| October 2022 | $444,413,540 | 6 | January 31, 2022 |
| October 2023 | $405,744,944 | 6 | September 7, 2023 |
| October 2024 | $493,700,426 | 6 | February 27, 2024 |
| October 2025 | $538,675,000 | 10 | March 25, 2025 |
| October 2026 | $695,829,702 | 8 | March 24, 2026 |

Regulatory assets under management: $350,503,215 in the October 2021 data and $695,829,702 in the October 2026 data, up 99%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $538,675,000 to $695,829,702 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maximai Investment Partners, LLC (CRD 284919): Form ADV filing data as of October 2026.