MAI Capital Management
Status
ACTIVE
Global HQ
Sydney, Australia
Countries of investment
- Australia
Investment stages
- Seed
- Series A
- Series B
Industries
About
MAI Capital Management is a premier full-service wealth management firm and registered investment adviser dedicated to serving high net worth individuals, families, business owners, and professional athletes. With a strong emphasis on tailored financial planning and innovative investment solutions, MAI Capital Management leverages its expertise to help clients achieve their unique financial goals. The firm's commitment to personalized service and strategic guidance ensures that each client receives a comprehensive approach to wealth management, enhancing their financial well-being and legacy. Through a collaborative partnership, MAI Capital Management empowers clients to navigate complex financial landscapes with confidence.
MAI Capital Management is a premier full-service wealth management firm and registered investment adviser dedicated to serving high net worth individuals, families, business owners, and professional athletes. With a strong emphasis on tailored financial planning and innovative investment solutions, MAI Capital Management leverages its expertise to help clients achieve their unique financial goals. The firm's commitment to personalized service and strategic guidance ensures that each client receives a comprehensive approach to wealth management, enhancing their financial well-being and legacy. Through a collaborative partnership, MAI Capital Management empowers clients to navigate complex financial landscapes with confidence.
Investment Thesis
MAI Capital Management is committed to empowering clients to simplify, protect, and grow their wealth through objective advice, integrated wealth management, a robust network, and highly personal service.
Manager's Experience
With over a decade of investment experience, the fund manager has successfully navigated various sectors, including technology and healthcare, primarily in North America and Europe. Having executed more than 50 deals, their strategic style is characterized by a data-driven approach that emphasizes operator-first insights. Notable exits underscore their ability to identify and capitalize on high-growth opportunities, particularly in the early to growth-stage investment landscape. Their thematic focus enables the identification of emerging trends, facilitating informed decision-making and robust portfolio performance.
Team
Ted Halpern
Riley Rindo
Paul Yanke
Michele Stutts
Marcia Joines
Leila Evans
Lauren Lippert
Joan Malloy
Jim Mcdermott
Jim Perrine