MAXIMAI INVESTMENT PARTNERS, LLC

Overview

Maximai Investment Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm, SEC-registered since 2016, focuses on discretionary portfolio management for individuals and small businesses and on selecting third‑party managers where appropriate. Its fee schedule combines a percentage-of-assets model with the ability to negotiate performance-based fees, which aligns incentives when the firm places client capital into active or alternative strategies. Investment activity centers on blended portfolios that combine traditional liquid exposures with allocations to externally managed alternative funds. Maximai typically uses outside specialists for private markets and hedge strategies while maintaining core exposure through pooled products and corporate fixed income. The firm is not an active ESG investor according to its filing.

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Location & Offices