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| Maxim Capital Group LLC
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| CRD # | 288321 |
| SEC # | 801-112998 |
| CIK # | 0001793913 |
| AUM | 2,189.3 M (2026-04-08) |
| Employees | 19 (21% Investors, 0% Brokers) |
| Phone | 212-327-2555 |
| Address | 600 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 0.7 | ||
| Apple Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | MIOF IV Feeder LP | [2026-03-25] | 50.0 M | 39.7 M |
| Filed 2025-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | MIOF SP 4 LP | [2026-03-25] | 10.1 M | 12.4 M |
| Filed 2025-05-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Maxim Income Opportunity Fund IV LP | [2023-03-28] | 292.7 M | 340.1 M |
| Filed 2026-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $274,930 · Net Assets Decline to Disclose | ||||
| RE | Maxim Income REIT IV LLC | [2023-03-28] | 0.1 M | 339.4 M |
| Offered $123,000 · Filed 2023-02-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Maxim Income Opportunity Fund III LP | [2022-03-22] | 217.2 M | 193.0 M |
| Filed 2021-11-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Maxim Income Opportunity Offshore Fund LP | 2022-03-22 | 115.8 M | |
| RE | Maxim Income REIT III LLC | [2021-03-26] | 0.1 M | 319.5 M |
| Offered $123,000 · Filed 2021-02-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $18,000 · Revenue Decline to Disclose | ||||
| RE | Miof-CI III LP | 2021-03-26 | 319.4 M | |
| RE | Maxim Income Opportunity Fund II LP | [2019-03-28] | 347.8 M | 469.6 M |
| Filed 2020-11-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Maxim Income REIT II LLC | [2019-03-28] | 0.1 M | 469.5 M |
| Offered $123,000 · Filed 2019-04-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $20,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 15 | 1.7 |
| (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 | 5 | 0.5 |
| (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 | 20 | 2.2 |
| By Discretionary | ||
| Discretionary | 19 | 2.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 20 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1.9 | |
| Total | 20 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Adam Glick | Executive Officer | 45 | 2 | |
| Brian Steiner | Executive Officer | 45 | 2 | |
| Maxim Capital Group LLC | Director, Executive Officer, Promoter | 11 | 2 | |
| Maxim Capital Partners LLC | Executive Officer, Promoter | 11 | 2 | |
| Edward Martinson | Executive Officer | 10 | 2 | |
| Maxim Income Opportunity Fund I LP | Promoter | 1 | 1 | |
| Group LLC Maxim Capital | Promoter | 1 | 1 | |
| Maxim Income Opportunity Fund II LP | Promoter | 1 | 1 | |
| Edward Maxim Capital Group LLC | Promoter | 1 | 1 | |
| Partners LLC Maxim Capital | Promoter | 1 | 1 | |
| Edward Maxim Capital Partners LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793913] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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