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RIA / WealthPrivate fundreal estate fund3(c)(7)

MAXIM INCOME OPPORTUNITY FUND IV, L.P.

advised by MAXIM CAPITAL GROUP, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df5453b4-3bc5-bb8f-8fea-d9faf68f1728

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2023 to Mar 26, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Maxim Income Opportunity Fund IV, L.P.

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: MAXIM CAPITAL GROUP, LLCCRD 288321
Fund type: Real Estate Fund
Latest reported GAV: $106Mgross asset value on Schedule D 7.B(1), as of 2024-03-26; never fund size
Peak reported GAV: $106M
Beneficial owners: 222
Minimum investment: $250,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-466840an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 28, 2023
Last reported: Mar 26, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-6407064547

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 26, 2024	$106M	222	$250,000	200.0%	yes	MAXIM INCOME OPPORTUNITY FUND IV, L.P.
Apr 4, 2023	$16.2M	75	$250,000	300.0%	yes	MAXIM INCOME OPPORTUNITY FUND IV, L.P.
Mar 28, 2023	$16.2M	75	$250,000	300.0%	yes	MAXIM INCOME OPPORTUNITY FUND IV, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
JP MORGAN CHASE, NA	JP MORGAN CHASE, NA	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← MAXIM CAPITAL GROUP, LLCRegistered adviserReal Estate Fund, IA
Mar 28, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df5453b4-3bc5-bb8f-8fea-d9faf68f1728
First observed: Mar 28, 2023
Last observed: Mar 26, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAXIM INCOME OPPORTUNITY FUND IV, L.P.

advised by MAXIM CAPITAL GROUP, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df5453b4-3bc5-bb8f-8fea-d9faf68f1728

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 26, 2024

$106M

222

$250,000

200.0%

yes

MAXIM INCOME OPPORTUNITY FUND IV, L.P.

Apr 4, 2023

$16.2M

$250,000

300.0%

yes

MAXIM INCOME OPPORTUNITY FUND IV, L.P.

Mar 28, 2023

$16.2M

$250,000

300.0%

yes

MAXIM INCOME OPPORTUNITY FUND IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

JP MORGAN CHASE, NA

NEW YORK

New York

United States

n/a