Ajeya Kukreja

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 02/2021
  Guardian Life Insurance Company
  Irvine, CA
• 03/2020 → 02/2021
  Park Avenue Securities
  Irvine, CA
• 01/2019 → 06/2019
  Capstone Partners Financial And Insurance Services
  Newport Beach, CA
• 02/2019 → 03/2019
  Foresters Financial Services
  Monrovia, CA
• 10/2018 → 01/2019
  Harvey & Company
  Newport Beach, CA
• 08/2017 → 09/2018
  Express
  Fullerton, CA
• 08/2015 → 05/2019
  California State University Fullerton
  Fullerton, CA
• 02/2021 → Present
  Audent Global Asset Management, Llc
  Los Angeles, CA
• 09/2025 → Present
  Evoke Advisors
  Los Angeles, CA
• 10/2025 → Present
  Evoke Advisors
  Los Angeles, CA
• 01/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2024-10-15 → 2025-09-29
  Audent Global Asset Management, Llc
  West Hollywood, CA
• 2021-02-12 → 2023-12-31
  Audent Global Asset Management, Llc
  West Hollywood, CA
• 2020-10-09 → 2021-02-23
  Park Avenue Securities Llc
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11

Designations

• Certified Financial Planner