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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- VitalPrime capital +more
- Established Date
- 08-08-2016
- Office Locations
- 1
Office Locations
About Maximai Investment Partners, LLC
MAXIMAI Investment Partners provides a boutique, independent family office-style wealth management experience for ultra-affluent global families, with a focus on Latin America and the Caribbean. The team supports multigenerational planning across domestic and international estate and trust needs and delivers high-touch family office services for complex cross-border financial interests. Multinational, multilingual team with a deep network of tax, legal, insurance, and real estate specialists.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH VAN WALLEGHEM
Chief Executive Officer, Managing Member, PRINCIPAL
- CRD
- #2346704
- Ownership
- Less than 5%
DANIELLA VIETE
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner
- CRD
- #5992580
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALEJANDRO ENRIQUE BEHRENS
Advisor
- CRD
- #5611956
William Taggart Haag
Associate
- CRD
- #7493143
Alpha legacy
Radial eagle catalyst
- CRD
- #35324
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,681,107 | $673,204 |
| Non-Discretionary | $145,148,595 | $930,440 |
| Total | $695,829,702 | $714,404 |
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Separately Managed Accounts
Total SMA Asset: $695,829,702
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $860,415,411 | 12.9% |
| Equity - Exchange | $1,233,929,078 | 18.5% |
| Private Funds | $320,154,572 | 4.8% |
| U.S. Government/Agency | $1,027,162,584 | 15.4% |
| Public Funds | $893,764,846 | 13.4% |
| Cash | $1,060,512,019 | 15.9% |
| Corporate - Investment Grade | $920,444,394 | 13.8% |
| Corporate - Non-Investment Grade | $353,504,006 | 5.3% |
| Total | $6,669,886,910 | 100.0% |