Maximai Investment Partners, Llc
- Regulatory AUM
- $696M
- Discretionary
- $551M
- Clients
- 171
- Avg AUM / client
- $4.1M
- Accounts
- 974
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $1.4M | 0.2% |
| High net worth individuals | 159 | $694M | 99.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Butler, Thomas, J | Managing Member | Sep 2016 (10y) | ≈ 3.75% – 10% via Mayordomo Corp | |
| Elizabeth Van Walleghem | Principal, Ceo, Managing Member | Sep 2016 (10y) | ≈ 56.25% – 100% via Cocovan Corp | |
| Daniella Viete | Chief Compliance Officer / Coo | CFA | Jul 2018 (8y) | Less than 5% |
| Maximilien Paul Van Walleghem | Registered representative | Jun 2024 (2y) | ||
| Alejandro Enrique Behrens | Registered representative | Apr 2025 (1y) | ||
| William Taggart Haag | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cocovan Corp | Managing Member | Sep 2016 | A | 75% or more |
| Mayordomo Corp | Managing Member | Sep 2016 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Butler, Thomas, J: 75% – 100% of Mayordomo Corp × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Elizabeth Van Walleghem: 75% – 100% of Cocovan Corp × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 957 KB | 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 individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $351M (50% of AUM) Mar 2026
- Pershing $241M (35% of AUM) Mar 2026
- Fidelity Brokerage Services $31.3M (6% of AUM) Aug 2025
- Citigroup Global Markets Inc. $27.8M (8% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗