Maxim Capital Group, Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $2.1B
- Clients
- 20
- Avg AUM / client
- $109M
- Accounts
- 20
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $1.7B | 78.2% |
| Insurance companies | 5 | $478M | 21.8% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Maxim Income Opportunity Fund Ii, L.P. | Real Estate Fund | Delaware | $446M | 332 |
| Maxim Income Reit Ii, Llc | Real Estate Fund | Delaware | $446M | 124 |
| Miof Ci Iii, L.P master | Real Estate Fund | Delaware | $298M | 2 |
| Maxim Income Reit Iii, Llc | Real Estate Fund | Delaware | $298M | 124 |
| Maxim Income Opportunity Fund I, L.P. | Real Estate Fund | Delaware | $270M | 187 |
| Maxim Income Reit, Llc | Real Estate Fund | Delaware | $270M | 124 |
| Maxim Income Opportunity Fund Iii, L.P. feeder | Real Estate Fund | Delaware | $196M | 258 |
| Maxim Income Opportunity Fund Iv, L.P. | Real Estate Fund | Delaware | $106M | 222 |
| Maxim Income Reit Iv, Llc | Real Estate Fund | Delaware | $106M | 0 |
| Maxim Income Opportunity Offshore Fund, Lp | Real Estate Fund | Cayman Islands | $29.9M | 37 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glick, Adam | Managing Director | Jun 2016 (10y) | Less than 5% | |
| Martinson, Edward, Gerard | Chief Compliance Officer/Chief Financial Officer/Chief Operating Officer | Jun 2016 (10y) | Less than 5% | |
| Steiner, Brian, Kornel | Managing Director | Jun 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Maxim Capital Holdings, L.P. | Member | Apr 2016 | A | 75% or more |
| Maxim Capital Holdings Gp,Llc | Partner | Apr 2017 | B | GP / trustee / elected manager of Maxim Capital Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $2.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Maxim Income Opportunity Fund Ii, L.P. | Real Estate Fund | $446M | $250K | 332 |
| Maxim Income Reit Ii, Llc | Real Estate Fund | $446M | $250K | 124 |
| Miof Ci Iii, L.P | Real Estate Fund | $298M | $250K | 2 |
| Maxim Income Reit Iii, Llc | Real Estate Fund | $298M | $250K | 124 |
| Maxim Income Opportunity Fund I, L.P. | Real Estate Fund | $270M | $250K | 187 |
| Maxim Income Reit, Llc | Real Estate Fund | $270M | $250K | 124 |
| Maxim Income Opportunity Fund Iii, L.P. | Real Estate Fund | $196M | $250K | 258 |
| Maxim Income Opportunity Fund Iv, L.P. | Real Estate Fund | $106M | $250K | 222 |
| Maxim Income Reit Iv, Llc | Real Estate Fund | $106M | $250K | 0 |
| Maxim Income Opportunity Offshore Fund, Lp | Real Estate Fund | $29.9M | $250K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 3.74 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ORIGINATION; EXTENSION; LOAN SERVICING; MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗