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| Happy Holidays!! thanks for using AUM13F!! |
| Maxim Capital Group LLC
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| CRD # | 288321 |
| SEC # | 801-112998 |
| CIK # | 0001793913 |
| AUM | $1.9 B (2025-03-27) |
| Employees | 16 (25% Investors, 0% Brokers) |
| Phone | 212-327-2555 |
| Address | 600 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 0.7 | ||
| Apple Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Maxim Income Opportunity Fund IV LP | [2023-03-28] | 176.1 | 202.0 |
| RE | Maxim Income REIT IV LLC | [2023-03-28] | 0.1 | 202.0 |
| RE | Maxim Income Opportunity Fund III LP | [2022-03-22] | 217.2 | 194.2 |
| RE | Maxim Income Opportunity Offshore Fund LP | 2022-03-22 | 63.6 | |
| RE | Maxim Income REIT III LLC | [2021-03-26] | 0.1 | 328.9 |
| RE | Miof-Ci III LP | 2021-03-26 | 329.0 | |
| RE | Maxim Income Opportunity Fund II LP | [2019-03-28] | 347.8 | 473.4 |
| RE | Maxim Income REIT II LLC | [2019-03-28] | 0.1 | 473.4 |
| RE | Maxim Income Opportunity Fund I LP | [2017-05-24] | 20.8 | 289.8 |
| RE | Maxim Income REIT LLC | [2017-05-24] | 0.1 | 289.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 1,515.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 385.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 1,900.1 |
| By Discretionary | ||
| Discretionary | 16 | 1,775.1 |
| Non-Discretionary | 1 | 125.0 |
| Total | 17 | 1,900.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 300.1 | |
| United States Persons | 1,600.0 | |
| Total | 17 | 1,900.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Adam Glick | 44 | |||
| Brian Steiner | 44 | |||
| Maxim Capital Group LLC | 10 | |||
| Maxim Capital Partners LLC | 10 | |||
| Edward Martinson | 9 | |||
| Group LLC Maxim Capital | 1 | |||
| Maxim Income Opportunity Fund I LP | 1 | |||
| Maxim Income Opportunity Fund II LP | 1 | |||
| Edward Maxim Capital Partners LLC | 1 | |||
| Edward Maxim Capital Group LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001793913] |
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