Maxim Income Opportunity Fund funds
Maxim Income Opportunity Fund has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2017 to 2026. The newest is Maxim Income Opportunity Fund IV, L.P., first filed Dec 7, 2022. The adviser of record on Form ADV Schedule D is Maxim Capital Group, LLC.
- Vehicles
- 4
- Numbered generations
- 4
- First filing
- 2017
- Latest filing
- Jan 28, 2026
Adviser of record (Form ADV Schedule D) Maxim Capital Group, LLC (CRD 288321)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Maxim Income Opportunity Fund IV, L.P.CIK 1955424 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Maxim Income Opportunity Fund III, L.P.CIK 1831227 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Maxim Income Opportunity Fund II, L.P.CIK 1757954 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Maxim Income Opportunity Fund I, L.P.CIK 1702475 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Maxim Income Opportunity Fund funds
- How many Maxim Income Opportunity Fund funds are there?
- The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Mar 31, 2017 and the latest filing on Jan 28, 2026. By generation: Fund IV (Maxim Income Opportunity Fund IV, L.P., first filed Dec 7, 2022); Fund III (Maxim Income Opportunity Fund III, L.P., first filed Nov 10, 2020); Fund II (Maxim Income Opportunity Fund II, L.P., first filed Nov 5, 2018); Fund I (Maxim Income Opportunity Fund I, L.P., first filed Mar 31, 2017).
- What is the latest Maxim Income Opportunity Fund fund?
- Maxim Income Opportunity Fund IV, L.P., which first filed a Form D on Dec 7, 2022 and last amended it on Jan 28, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Maxim Income Opportunity Fund funds?
- Maxim Capital Group, LLC (RIA, CRD 288321), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Maxim Income Opportunity Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.