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MAXIMAI INVESTMENT PARTNERS, LLC

CORAL GABLES, FL · CRD 284919 · IAPD ↗ · maximaipartners.com · 786-332-6050

$695.8MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — MAXIMAI INVESTMENT PARTNERS, LLC reported RAUM up 29% ($538.7M -> $695.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — MAXIMAI INVESTMENT PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — MAXIMAI INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($493.7M -> $538.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — MAXIMAI INVESTMENT PARTNERS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.