Maze Investments, LLC

RIASEC RegisteredEst. 2021
Total AUM
$46.1M
Discretionary
$46.1M
100% of AUM
Avg account
$15.4M
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 Vehicles80.99%
  • Other Investment Advisers19.01%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maze Investments, LLC is a small, SEC-registered hedge fund adviser that serves institutional clients. Registered in 2021 and organized as an LLC, the firm provides portfolio management specifically for pooled investment vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees. Maze identifies as a single-state adviser and does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 49%, Cash & Cash Equivalents 45%, Derivatives 6%49%
  • Exchange Traded Equities49%
  • Cash & Cash Equivalents45%
  • Derivatives6%

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