Verified 10 Nov 2026
Maximai Investment Partners, LLC
Maximai Investment Partners, LLC is a boutique advisory firm in Coral Gables, Florida, offering a family office experience to wealthy global clients and concentrating on Latin America and the Caribbean. It provides open-architecture wealth management, estate and trust planning across borders, and family office services. Its Form ADV filed on 24 March 2026 reported $696 million in regulatory assets for 159 clients.
- Type
- Multi-family office
- Location
- Coral Gables, Florida, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $696M regulatory AUM (Form ADV, filed 2026-03-24)
- Latest fund or filing
- 24 Mar 2026
- Website
- www.maximaipartners.com
Contacts on file
For Maximai Investment Partners, LLC, the paid file holds: 1 named decision-maker with roles; firm contact email; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/284919
- reports.adviserinfo.sec.gov/reports/ADV/284919/PDF/284919.pdf
- maximaipartners.com/
- maximaipartners.com/our-services/
- www.maximaipartners.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in Miami and South Florida (23)Family offices in Florida (40)Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)