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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAXIMAI INVESTMENT PARTNERS, LLC

CRD 284919

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e852dd00-517f-94e1-7c81-351f72ba02a2

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 1
Observed: Aug 5, 2016 to Mar 24, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Maximai Investment Partners, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $696MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $551M
Private client RAUM: $696MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 974
Individual clients: 12
High net worth clients: 159
SEC number: 801-108257
CRD: 284919
Filings on the tape: 29
First filed: Aug 5, 2016
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: maximaipartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Maximilien Paul van Walleghem	n/a	CORAL GABLES, FL	2	10	1	no
DANIELLA VIETE	Chartered Financial Analyst	CORAL GABLES, FL	1	13	1	no
ALEJANDRO ENRIQUE BEHRENS	n/a	CORAL GABLES, FL	1	15	2	no
William Taggart Haag	n/a	CORAL GABLES, FL	1	13	n/a	no
ELIZABETH VAN WALLEGHEM	n/a	CORAL GABLES, FL	0	30	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUTLER, THOMAS, J	MANAGING MEMBER	E	yes	09/2016	Sep 9, 2016	Feb 27, 2024
COCOVAN CORP	MANAGING MEMBER	E	yes	09/2016	Dec 6, 2016	Feb 27, 2024
MAYORDOMO CORP	MANAGING MEMBER	A	yes	09/2016	Dec 6, 2016	Feb 27, 2024
VAN WALLEGHEM, ELIZABETH	MANAGING MEMBER	E	yes	09/2016	Sep 9, 2016	Feb 27, 2024
VAN WALLEGHEM, ELIZABETH	PRINCIPAL, CEO, MANAGING MEMBER	Na	yes	09/2016	Sep 9, 2016	Feb 27, 2024
VIETE, DANIELLA	CHIEF COMPLIANCE OFFICER / COO	Na	yes	07/2018	Jul 2, 2018	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CORAL GABLES	FL	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$696M	$551M	8	5	1	n/a	n/a
2024	Mar 25, 2025	$539M	$438M	10	6	1	n/a	n/a
2023	Feb 27, 2024	$494M	$396M	6	4	1	n/a	n/a
2022	Mar 22, 2023	$406M	$320M	6	4	0	n/a	n/a
2021	Jan 31, 2022	$444M	$346M	6	4	0	n/a	n/a
2020	Mar 8, 2021	$351M	$285M	6	4	0	n/a	n/a
2019	Jan 17, 2020	$295M	$255M	6	4	0	n/a	n/a
2018	Feb 21, 2019	$227M	$191M	6	4	0	n/a	n/a
2017	Feb 9, 2018	$191M	$173M	6	5	0	n/a	n/a
2016	Mar 31, 2017	$152M	$147M	6	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	20.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$696M	$539M	29.2%	$406M	19.7%	8	10	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	3	Sep 12, 2016	Oct 31, 2025	MIAMI, FL	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← ELIZABETH VAN WALLEGHEMAdvisorregistration: current employment
Oct 31, 2025 to presentfactForm ADV
← William Taggart HaagAdvisorregistration: current employment
May 28, 2025 to presentfactForm ADV
← ALEJANDRO ENRIQUE BEHRENSAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← DANIELLA VIETEAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Maximilien Paul van WalleghemAdvisorregistration: current employment
Jun 17, 2024 to presentfactForm ADV
← Federico Sorzano LondonoAdvisorregistration: previous registration
Sep 10, 2024 to Nov 6, 2025factForm ADV
← Carlos Alberto GonzalezAdvisorregistration: previous registration
Sep 2, 2021 to Feb 28, 2023factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser3 advisors, team lift out
Sep 12, 2016 to Oct 31, 2025factForm ADV

Controls (5)

← BUTLER, THOMAS, JOwnerMANAGING MEMBER, ownership code E, individual
Sep 9, 2016 to Feb 27, 2024factForm ADV
← VAN WALLEGHEM, ELIZABETHOwnerMANAGING MEMBER, ownership code E, individual
Sep 9, 2016 to Feb 27, 2024factForm ADV
← VIETE, DANIELLAOwnerCHIEF COMPLIANCE OFFICER / COO, ownership code NA, individual
Jul 2, 2018 to Feb 27, 2024factForm ADV
← COCOVAN CORPOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 6, 2016 to Feb 27, 2024factForm ADV
← MAYORDOMO CORPOwnerMANAGING MEMBER, ownership code A, domestic entity
Dec 6, 2016 to Feb 27, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Maximai Investment Partners, Llc reported RAUM $695.8M, up 29% from $538.7M (2025-08-07 to 2026-03-24)
Form ADVobserved 5 days ago
$157M
Occurred
Nov 6, 2025
Advisor changed firm
Federico Sorzano Londono left Maximai Investment Partners, Llc for Credicorp Capital Advisors Llc (registered 2025-11-17)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2023
Advisor changed firm
Carlos Alberto Gonzalez left Maximai Investment Partners, Llc for Gentrust (registered 2024-02-29)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2016
First Form ADV filing
Captain 15, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e852dd00-517f-94e1-7c81-351f72ba02a2
First observed: Aug 5, 2016
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAXIMAI INVESTMENT PARTNERS, LLC

CRD 284919

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e852dd00-517f-94e1-7c81-351f72ba02a2

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Maximilien Paul van Walleghem

n/a

CORAL GABLES, FL

DANIELLA VIETE

Chartered Financial Analyst

CORAL GABLES, FL

ALEJANDRO ENRIQUE BEHRENS

n/a

CORAL GABLES, FL

William Taggart Haag

n/a

CORAL GABLES, FL

n/a

ELIZABETH VAN WALLEGHEM

n/a

CORAL GABLES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTLER, THOMAS, J

MANAGING MEMBER

yes

09/2016

Sep 9, 2016

Feb 27, 2024

COCOVAN CORP

MANAGING MEMBER

yes

09/2016

Dec 6, 2016

Feb 27, 2024

MAYORDOMO CORP

MANAGING MEMBER

yes

09/2016

Dec 6, 2016

Feb 27, 2024

VAN WALLEGHEM, ELIZABETH

MANAGING MEMBER

yes

09/2016

Sep 9, 2016

Feb 27, 2024

VAN WALLEGHEM, ELIZABETH

PRINCIPAL, CEO, MANAGING MEMBER

yes

09/2016

Sep 9, 2016

Feb 27, 2024

VIETE, DANIELLA

CHIEF COMPLIANCE OFFICER / COO

yes

07/2018

Jul 2, 2018

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

CORAL GABLES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$696M

$551M

n/a

2024

Mar 25, 2025

$539M

$438M

n/a

2023

Feb 27, 2024

$494M

$396M

n/a

2022

Mar 22, 2023

$406M

$320M

n/a

2021

Jan 31, 2022

$444M

$346M

n/a

2020

Mar 8, 2021

$351M

$285M

n/a

2019

Jan 17, 2020

$295M

$255M

n/a

2018

Feb 21, 2019

$227M

$191M

n/a

2017

Feb 9, 2018

$191M

$173M

n/a

2016

Mar 31, 2017

$152M

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$696M

$539M

29.2%

$406M

19.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 12, 2016

Oct 31, 2025

MIAMI, FL

Team lift out

Wirehouse to new firm

0.0%