On October 27, 2025, MAI Capital Management announced its acquisition of Liberty Private Client.
MAI Capital Management (“MAI”) announced, on October 27, 2025, its acquisition of Liberty Private Client (“LPC”). Under the terms of the transaction, which closed on October 24, 2025, LPC will adopt the MAI name. Further terms of the transaction were not disclosed.
MAI, based in Cleveland, Ohio, is a registered investment advisor offering wealth management and family office services. As of September 2025, MAI had approximately $34 billion in assets under management.
LPC, based in Fort Meyers, Florida, is a registered investment advisor offering asset management, tax, retirement and legacy planning services. LPC has approximately $245 million in client assets.
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