MAXIM CAPITAL GROUP, LLC

Overview

Maxim Capital Group, LLC is an SEC-registered adviser formed as a limited liability company in 2018 that centers its advisory business on real estate-focused pooled investment vehicles for institutional clients. The firm acts as an adviser and sponsor/GP to closed-end and open-end real estate funds and carries CPO/CTA designation, indicating it runs or oversees pooled trading or commodity-pool activities alongside its fund management. Fee arrangements include a percentage-of-AUM component plus performance-based fees, consistent with a manager that runs pooled vehicles and takes incentive compensation tied to fund performance. The firm does not identify as an active ESG investor and predominantly serves institutional mandates rather than retail households. Investment activity is concentrated in real estate strategies and related listed vehicles (REITs). As sponsor and managing member of pooled investment vehicles, the firm is involved in sourcing deals, structuring fund economics, and overseeing portfolio-level asset management and reporting. Its business lines emphasize portfolio management for pooled investment vehicles and for business or institutional clients rather than bespoke wealth-advisory services.

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