MAI Capital Management LLC

MAI Capital Management, LLC is a Delaware-based Limited Liability Company that serves 41 clients with a total of 77 employees, 35 of whom work in an advisory capacity. Having received SEC approval since October 2000, the firm provides excellent financial services and solutions to its clients.

• JAMES D. KACIC

  CHIEF FINANCIAL OFFICER owns less than 5%

• JOHN DANIEL ZALLER

  CHIEF INVESTMENT OFFICER owns less than 5%

• MARK HUNTER SUMMERS

  CHIEF OPERATING OFFICER owns less than 5%

• MURA HOLDINGS LLC

  MEMBER owns more than 10% but less than 25%

• PROJECT 216 ACQUISITION, LLC

  MEMBER owns more than 25% but less than 50%

• RICHARD JAMES BUONCORE

  MANAGING PARTNER owns less than 5%

• SHIRLEY ANN TITCHENELL

  CHIEF COMPLIANCE OFFICER owns less than 5%

• THE BUONCORE GROUP

  MEMBER owns more than 10% but less than 25%

• 76 WEST HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• ERIC STUART SCHWARTZ

  MEMBER owns 75% or more

• LORRAINE BUONCORE

  MEMBER owns more than 25% but less than 50%

• MANISHA AHUJA

  MEMBER - TRUST owns more than 25% but less than 50%

• MONTE AHUJA

  MEMBER - TRUST owns more than 25% but less than 50%

• RITU AHUJA

  MEMBER - TRUST owns more than 25% but less than 50%

• USHA AHUJA

  MEMBER - TRUST owns more than 25% but less than 50%

• WEALTH PARTNERS CAPITAL GROUP, LLC

  MEMBER owns 75% or more

• JEFFERIES LLC
  United States

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• MAI Capital Management Q3 vs. Q4 2022: Analysis of 13F Holdings Comparison CSV

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