MAESTRIA PARTNERS LLC

CRD

328822

SEC file #

801-134001

EIN

933136259

DBA names

—

Economics

AUM

$350.4M

AUM band

$100M-$500M

AUM trajectory

'25 · $267.5M

'26 · $350.4M

'25'26

$267.5M → $350.4M▲ +31%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 1 advisors

'26 · 1 advisors

'25'26

1 advisors → 1 advisors▬ 0%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

02/23/2026

ADV-W filed at

—

Website

maestriapartners.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

EDWARDS, JAMES, RICHARD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

EDWARDS, JAMES, RICHARD

WINTON, RALPH, SCOTT

Solo Advisor Indicator

Yes

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MAESTRIAPARTNERS.COM

Rdap Domain Creation Date

2023-07-20T01:45:41Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002000390

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-11

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0001398344-26-006597

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
Goldman Sachs	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2970 PEACHTREE ROAD, SUITE 525ATLANTA, GA 30305

Business

2970 PEACHTREE ROAD, SUITE 525ATLANTA, GA 30305

Edgar EIN

933136259

Edgar Recent Filings

13F-HR2026-04-16 · 0001398344-26-006597

13F-HR2026-02-11 · 0001398344-26-002746

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-20T01:45:41Z

Rdap Domain Last Changed

2025-07-20T15:22:04Z

Rdap Nameservers

Ns07.domaincontrol.comNs08.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

4802138

Trust Company Affiliate