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Timothy Robert Schmoll

Mai Capital Management, LLC

Brooklyn, NY

CRD 7206704

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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:

Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
CA RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2022-08-12
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2022-08-12

Branch Locations

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Procapita Partners, Llc New York NY 01/2020 03/2021
Unemployed London 06/2019 12/2019
Dover Athletic Football Club Dover 07/2018 06/2019
Aldershot Town Fc Aldershot 02/2018 05/2018
New York Red Bulls Harrison NJ 01/2016 12/2017
Intersect Capital Llc San Ramon CA 05/2021 07/2022
Mai Capital Management, Llc San Ramon CA 07/2022 Present
  • 01/2020 → 03/2021
    Procapita Partners, Llc
    New York, NY
  • 06/2019 → 12/2019
    Unemployed
    London
  • 07/2018 → 06/2019
    Dover Athletic Football Club
    Dover
  • 02/2018 → 05/2018
    Aldershot Town Fc
    Aldershot
  • 01/2016 → 12/2017
    New York Red Bulls
    Harrison, NJ
  • 05/2021 → 07/2022
    Intersect Capital Llc
    San Ramon, CA
  • 07/2022 → Present
    Mai Capital Management, Llc
    San Ramon, CA
Previous Registrations
  • 2021-05-20 → 2022-12-31
    Intersect Capital Llc
    San Ramon, CA
  • 2020-01-23 → 2022-04-12
    Procapita Partners, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-23
  • S65 Uniform Investment Adviser Law Examination
    2020-01-23

View on SEC IAPD

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