Maze Investments, LLC

MAZE Investments, LLC is a Los Angeles-based investment adviser firm established in June 2010 and registered with the SEC in 2021. The firm specializes in providing investment advisory services to private investment funds and separately managed accounts. Their principal owner is Adam Epstein, and their Chief Compliance Officer is Tai Toribio. MAZE offers services to clients invested in Blue Opportunity Fund, LP and MAZE Focus Fund, LP, focusing on equity securities with a bottoms-up, fundamentally driven research process. The firm manages assets on a discretionary basis, with $127,358,000 in regulatory assets under management as of December 31, 2024. For Blue Opportunity Fund, LP, fees range from 1.25% to 2% per year, with an incentive allocation of 15% to 20% of profits. For MAZE Focus Fund, LP, fees are 2% per year with an incentive allocation of 20% of profits. Separately managed accounts may have asset-based fees ranging from 1% to 2% per year, with incentive fees ranging from 15% to 40%. The firm may engage in soft dollar arrangements, prime brokerage relationships, and cross trades. MAZE has a Code of Ethics in place and may engage solicitors for client referrals. The firm has custody of the Funds' assets and exercises investment discretion based on their defined investment strategies and analysis methods. MAZE votes proxies in the best interest of clients and determines participation in class actions. The firm has not faced disciplinary actions and maintains financial stability.