Maxwell & Morse Capital Management

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.

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.

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.