Maximai Investment Partners, LLC
● SEC registered since 2016CRD 284919SEC# 801-108257Coral Gables, FL
Reg. AUM
$695.8M
Employees
8
Accounts
974
Location
Coral Gables, FL
Maximai Investment Partners, LLC assets under management
Maximai Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2016. It reports $695.8 million in regulatory assets under management and employs 8 people.
Maximai Investment Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cocovan Corp Control | Managing Member | Over 75% | 2016 |
| Daniella Viete Control | Chief Compliance Officer / Coo | Under 5% | 2018 |
| Elizabeth Van Walleghem Control | Principal, Ceo, Managing Member | Under 5% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Maximai Investment Partners, LLC manage?
Maximai Investment Partners, LLC reports $695.8 million in regulatory assets under management on its Form ADV.
How many employees does Maximai Investment Partners, LLC have?
Maximai Investment Partners, LLC reports 8 employees.
Where is Maximai Investment Partners, LLC located?
Maximai Investment Partners, LLC is based in Coral Gables, FL and has been SEC-registered since 2016.
Does Maximai Investment Partners, LLC disclose fund performance?
Maximai Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 S. Dixie Hwy, Suite 301, Coral Gables, FL 33146 |
| Phone | 786-332-6050 |
| Fax | 786 332 6041 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$695.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$695.8Mregulatory AUM
Discretionary $550.7MNon-discretionary $145.1M