Overview
Maxim Capital Group, a Delaware limited liability company, is an investment firm targeting short-duration
real estate debt financing opportunities. Maxim Capital Group was founded in 2010 by Brian Steiner and
Adam Glick, who have over 45 years of combined experience in real estate debt financing. The Relying
Adviser is a Delaware limited liability company organized on May 13, 2016. Maxim Capital Group and the
Relying Adviser’s sole member is Maxim Capital Holdings, L.P. Maxim Capital Holdings, L.P. is
controlled by Maxim Capital Holdings GP, L.P.
Maxim Capital Group acts as investment manager, responsible for the day-to-day management of Maxim
Income Opportunity Fund I, L.P (“Fund I”), Maxim Income Opportunity Fund II, L.P (“Fund II”), Maxim
Income Opportunity Offshore Fund, LP (“Income Fund”), Maxim Income Opportunity Fund III, L.P
(“Fund III”) and Maxim Income Opportunity Fund IV, L.P (“Fund IV”). The Relying Adviser serves as
the general partner and sponsor
of the Funds. Maxim Capital Group and the Relying Adviser also provide
investment advisory services to Maxim Income REIT, LLC (“REIT I”), Maxim Income REIT II, LLC
(“REIT II”), Maxim Income REIT III, LLC (“REIT III”) and Maxim Income REIT IV, LLC (“REIT
IV”) real estate investment trusts (the “REIT’s”, and together with Fund I, Fund II ,Fund III, Income Fund,
and MIOF-CI III, L.P. the “Funds”). Maxim and the Relying Adviser provide advice to the Funds as set
forth in the applicable governing and offering documents. Maxim also provides advisory services to
separately managed accounts (“SMAs”), together with the Funds, collectively referred to as the “Clients.”
Maxim does not participate in wrap fee programs.
As of December 31, 2023, Maxim Capital Group and the Relying Adviser had approximately
$1,671,582,692 in regulatory assets under management on a discretionary basis and $125,000,000 in
regulatory assets under management on a non-discretionary basis.