MAZE INVESTMENTS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$45.7M
Discretionary
$45.7M
100% of AUM
Avg account
$15.2M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
153913
Registered since
July 12, 2021
Custodians
BOFA SECURITIES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.64%
  • Other Investment Advisers15.36%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maze Investments, LLC is a Delaware limited liability company that registered with the SEC in 2021 and operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles rather than individual advisory mandates and charges both a percentage-of-AUM fee and performance-based fees. Maze is owner-managed (individual owner type) and does not position itself as a capital allocator or as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Cash & Cash Equivalents 44%, Derivatives 5%51%
  • Exchange Traded Equities51%
  • Cash & Cash Equivalents44%
  • Derivatives5%

Owners & executives

1 of 1
  • Tai Toribio

    COO & CCOCRD 6632393

Contacts

1 of 1
  • ADAM EPSTEIN

    Portfolio Manager, FounderCRD 4701279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
12100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth