MAXIMAI Investment Partners, LLC logo

MAXIMAI Investment Partners, LLC

Updated today

Client AUM

$695,829,702

Clients

171

Advisors

5

of 8 employees

About

MAXIMAI provides comprehensive, fee-only wealth management and family office services to high‑net‑worth and ultra‑high‑net‑worth domestic and international individuals, as well as businesses, corporations, and institutional clients. The firm delivers ongoing financial planning, discretionary and non‑discretionary portfolio management, and sub‑advisory services to other advisers and family offices.

MAXIMAI employs a mix of top‑down macro analysis, fundamental and technical methods and uses both traditional and alternative investments, including private equity, hedge funds, and offshore strategies; it also accesses third‑party managers and model implementation through Dynasty Wealth Management’s TAMP. The firm may negotiate performance‑based fee arrangements for qualified clients (as described in the brochure, performance fees can range from 5% to 20% and may include high‑water‑mark provisions) and may delegate trading discretion to third‑party managers.

Distinctive elements in the brochure include a proprietary wrap fee program that is being phased out but remains sponsored by the firm, a formal operational and platform relationship with Dynasty that provides SMA/UMA access and administrative support, and disclosure that firm personnel may co‑invest in private equity opportunities on the same terms as clients. MAXIMAI generally requires a $1 million account minimum and does not target non‑high‑net‑worth individual clients, underscoring its focus on larger, often international, HNW relationships.

Client services

Portfolio management Selection of other advisers Sub-advisory services

Expertise

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed annual fee arrangements possible, billed quarterly in arrears.

Percentage

0.50% to 2.00% annually (negotiable for accounts over $10 million)

Performance-based

Performance fees range from 5% to 20% of gains, subject to High Water Mark, available to qualified clients with $1 million assets or $2.2 million net worth.

Other

Account minimum: $1,000,000 Fee-only: Fees charged as percentage of assets under management or fixed annual fee negotiated; billed quarterly in advance or arrears depending on custodian/investments.

Main office

500 S. Dixie Hwy, Suite 301

Coral Gables FL 33146

Advisors at this office

5

Most active in

Florida · Texas

Also doing business as

Captain 15, LLC · Maximai Investment Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alejandro B

Series 66

Coral Gables, FL

MAXIMAI Investment Partners, LLC

Alejandro Behrens is a financial advisor with MAXIMAI Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with MAXIMAI since 2016 and previously worked at Insigneo Securities for three years. Behrens is also involved with ALELEX LLC, a personal holding company for passive investments. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, as well as businesses and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and utilizes both traditional and alternative investments including private equity and hedge funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
user avatar

Maximilien V

Series 65, Series 63

Coral Gables, FL

MAXIMAI Investment Partners, LLC

Maximilien Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with seven years of industry experience. His prior roles include positions at BlackRock Investments, LLC, Foreside Fund Services, LLC, and Investec Asset Management North America, Inc. He serves as a board member of the Centro Mater Foundation, a local nonprofit organization. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm employs top-down macro analysis alongside fundamental and technical methods, utilizing both traditional and alternative investments, including private equity and hedge funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
user avatar

William H

Series 65

Coral Gables, FL

MAXIMAI Investment Partners, LLC

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and a range of traditional and alternative investments, including private equity and hedge funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
user avatar

Daniella V

CFA®, Series 66

Coral Gables, FL

MAXIMAI Investment Partners, LLC

Daniella Viete is a CFA® charterholder with 14 years of industry experience and has been with MAXIMAI Investment Partners, LLC since 2016. She holds a Series 66 license and previously worked at Insigneo Securities. Outside of her primary role, she is involved in several passive private equity and non-investment related business activities. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, as well as corporate and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and accesses traditional and alternative investments, including private equity and hedge funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
user avatar

Elizabeth V

Series 63, Series 65

Coral Gables, FL

MAXIMAI Investment Partners, LLC

Elizabeth Van Walleghem is a financial advisor with MAXIMAI Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at MAXIMAI since 2016 and previously spent three years with Global Investor Services. Beyond her advisory role, she serves as Managing Director of Cocovan Corp and is involved as a manager and registered agent in private equity ventures Painted Paw Ventures LLC and Vanmax Capital LLC. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and accesses various traditional and alternative investments, including private equity and hedge funds, with a focus on larger international client relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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