Mai Capital Management, LLC

MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and related non‑advisory services to individuals (including high‑ and ultra‑high‑net‑worth clients), families and family offices, sports professionals, and a broad set of institutional clients such as pension and profit‑sharing plans, endowments, foundations, trusts and corporations. The firm also offers retirement plan consulting through MAI Retirement, trust administrative services through its wholly owned MAI Trust Company, and insurance administration via an affiliated insurance entity.

MAI describes a multi‑strategy investment platform that combines internally managed equity and fixed‑income portfolios, ETF implementations, option strategies, and allocations to private investments and funds, and it uses UMA model portfolios, sub‑advisers, and third‑party managers as part of portfolio construction and implementation. The brochure notes MAI acts as adviser to the MAI Managed Volatility mutual fund, manages numerous private funds (many with performance‑based fees), and provides tailored wealth planning and tax, bill‑pay and family office services aligned to client objectives.

Compared with many large enterprise advisers, MAI discloses a number of less‑common features: it reports serving less‑typical institutional clients such as sovereign wealth funds and banking/thrift institutions and works with other investment advisers (including its October 31, 2025 acquisition of Evoke, an SEC‑registered adviser). The firm also highlights its affiliate relationships (including ARIS and RPAR), its role as GP or manager for multiple private funds, and disclosures about affiliated product conflicts and predecessor performance in its materials.