Maxim Capital Group, LLC

Fee-Only (% of Portfolio)

Maxim Capital Group manages investments in short-term real estate debt financing. Maxim acts as the investment manager for various funds and provides advisory services to separately managed accounts. Maxim focuses on identifying short-term mortgage loans secured by commercial real estate. They evaluate borrower information, market conditions, and collateral analysis. Maxim may allocate investments to non-advisory clients.

Assets Under Management$1.9B
Clients17
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Maxim Capital Group manages investments for pooled investment vehicles and separately managed accounts.

For the Funds, Maxim Capital Group is entitled to an annual management fee of 1.5% of each investor’s contributed capital.

For separately managed accounts, investment management fees, advisory fees, and expenses are negotiated with the clients.

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Maxim Capital Group, LLC | TrueAdvisor