Maxwell & Morse Capital Management

The family's wealth originates from the sale of the Maxwell House coffee brand to General Foods in the 20th century. Subsequent financial services and investment activities, including private equity and venture investments, compounded the original liquidity event. The office was formally established in 1994 to manage that multi-generational asset base.

Richard K. Morse Jr. serves as President and CEO and is the primary decision-maker for direct investments across private credit, real estate, and venture. The firm maintains a lean internal team focused on deal origination and asset management, complementing in-house execution with selective commitments to external fund managers.

No. Maxwell & Morse Capital Management operates strictly as a single-family office deploying proprietary capital. It does not manage third-party commitments, does not raise funds, and does not accept outside limited partners. This permanent-capital structure allows it to ignore fund-life constraints and hold assets through cycles.

The firm is sector- and stage-agnostic within its core lanes. In venture, it has participated in seed through growth rounds. In credit, it favors middle-market direct lending and asset-based structures. Real estate activity concentrates on income-producing commercial assets and Sun Belt residential development. Hedge fund and secondaries positions round out the portfolio.

The firm sources primarily through a network of co-investor relationships, venture fund general partners who share deal flow, and a Miami-based origination effort for real estate and credit. It does not operate a formal advisory board or scout network, relying instead on deep, long-tenured relationships established over the firm's three-decade history.

Yes. Maxwell & Morse channels philanthropic activity through a donor-advised fund vehicle distinct from the core investment book. Giving focuses on education and medical research, reflecting the family's personal priorities rather than any thematic alignment with the investment portfolio.

The firm relocated its primary operations to Miami, following a broader migration of family offices and investment firms to South Florida. The move aligns with the region's growing importance as a hub for private capital, offers proximity to Sun Belt real estate opportunities, and reflects the principal's preference for the jurisdiction's tax and regulatory environment.