Maze Investments, Llc
- Regulatory AUM
- $46.1M
- Discretionary
- $46.1M
- Clients
- 3
- Avg AUM / client
- $15.4M
- Accounts
- 3
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $37.3M | 81.0% |
| Other investment advisers | 1 | $8.8M | 19.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $55.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Opportunity Fund, Lp | Hedge Fund | California | $38.6M | 61 |
| Maze Focus Fund, Lp | Hedge Fund | California | $17.2M | 25 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Zachary Epstein | Managing Member | CFA | Apr 2010 (17y) | 75% or more |
| Tai Toribio | Cco & Coo | Jan 2016 (11y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $55.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Opportunity Fund, Lp | Hedge Fund | $38.6M | $1.0M | 61 |
| Maze Focus Fund, Lp | Hedge Fund | $17.2M | $250K | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.51 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- UBS $66.8M (56% of AUM) Jun 2021
- Bofa Securities, Inc. $8.8M (19% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 10, 2026.
View current Form ADV (SEC/IAPD) ↗