Richard James Buoncore

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

• 10/2014 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2006-11-14 → 2007-04-13
  Bc Investment Partners Llc
  Cleveland, OH
• 1994-09-08 → 2005-10-11
  Victory Capital Management Inc.
  Cleveland, OH

Other Businesses

Blue Owl Digital Infrastructure Trust| Investment Related |399 Park Avenue, New York, NY 10022|Trust|January 1, 2025|6 - 10 hours per month outside of trading hours |Audit Committee Member Blue Owl Real Estate Net Lease Trust | Investment Related |399 Park Avenue, New York, NY 10022 |Trust |November 10, 2025 | 6 - 10 hours per month outside of trading hours | Audit Committee Member Anderson-DuBose Company |Non-Investment Related|5300 Tod Avenue, Lordstown, Ohio 44481|Corporation|Distribution Center for restaurants | |February 1, 2017|1 - 5 hours per month during non-business hours |Advisory Board Member.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-15
• S65 Uniform Investment Adviser Law Examination
  1993-11-01