Maze Investments, LLC

RIASEC RegisteredEst. 2021
Total AUM
$45.7M
Discretionary
$45.7M
100% of AUM
Avg account
$15.2M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
153913
Registered since
July 12, 2021
Custodians
BOFA SECURITIES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.64%
  • Other Investment Advisers15.36%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maze Investments, LLC is a privately owned hedge fund advisor that registered with the SEC in 2021 and serves institutional clients. The firm’s business focus is portfolio management for pooled investment vehicles rather than individual retail accounts. Governance is structured as an LLC with an individual owner. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with typical hedge-fund economics. Maze reports that it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Cash & Cash Equivalents 44%, Derivatives 5%51%
  • Exchange Traded Equities51%
  • Cash & Cash Equivalents44%
  • Derivatives5%

Owners & executives

1 of 1
  • Tai Toribio

    COO & CCOCRD 6632393

Contacts

1 of 1
  • Adam Epstein

    Portfolio Manager, FounderCRD 4701279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
12100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth