LP Profile

MAI Capital Management

Wealth ManagerCleveland, United States
$17.0B
Assets Under Management
Cleveland
Headquarters
Investment Focus

About MAI Capital Management

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. We coordinate a diverse range of customized services into a goals-based, comprehensive plan delivered with a concierge-style approach in the areas of: - Financial Consulting - Investment Management - Family Office Administration

Preferred Investment Types

Investment FundsLong-Term InvestmentsPrivate Equity

Preferred Sectors & Themes

Capital MarketsImpact InvestingWealth & Estate PlanningInvestment ManagementDiversified Finance ConsultingTrust ManagementLegal & Tax Services Financial ServicesFinanceHigh-Level SectorsTraditional Investments (Liquid Assets)Values-Based Investing

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to MAI Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$52.1B
Total Clients
48,547
Filing Date
May 7, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to MAI Capital Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is MAI Capital Management?

MAI Capital Management is a wealth manager based in Cleveland, United States, managing approximately $17.0B in assets.

Where is MAI Capital Management headquartered?

MAI Capital Management is headquartered in Cleveland, United States.

How much does MAI Capital Management manage?

MAI Capital Management manages approximately $17.0B in assets under management.

What does MAI Capital Management invest in?

MAI Capital Management focuses on Investment Funds, Long-Term Investments, Private Equity, Capital Markets, Impact Investing, Wealth & Estate Planning, Investment Management, Diversified Finance Consulting.

How can I contact MAI Capital Management?

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