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MAI CAPITAL MANAGEMENT, LLC
CLEVELAND, OH
(216) 920-4800
SEC #801-58104Total AUM
$52.1B
Employees
562Clients
16,264Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6050 OAK TREE BLVD
SUITE 500
CLEVELAND
OH 44131
United States
SUITE 500
CLEVELAND
OH 44131
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(216) 920-4800
Other Offices
29
Financials
Total AUM
$52.1B
Accounts
48,547Discretionary
$35.7B
Accounts
42,861Non-Discretionary
$16.4B
Accounts
5,686
Clients
Individual Clients
10,838AUM
$6.7B
HNW Individual Clients
4,902AUM
$27.6B
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$217M
Pooled Vehicle Clients
33AUM
$2.5B
Pension/Profit Sharing Plan Clients
205AUM
$13.9B
Charitable Organization Clients
90AUM
$415.7M
Government Entity Clients
5AUM
$17.3M
Investment Advisor Clients
2AUM
$155.7M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
184AUM
$628.1M
Other Clients
1AUM
$120.5K
Description of Other Clients
PROPRIETARY ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
DUE DILIGENCE/RESEARCH, TRUST COMPANY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF NON-INVESTMENT INCOME
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.