MAXIMAI Investment Partners, LLC
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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
Expertise
Occupation focus
Fee options
Fixed annual fee arrangements possible, billed quarterly in arrears.
0.50% to 2.00% annually (negotiable for accounts over $10 million)
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.
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
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