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Maxwell & Morse Capital Management
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC. is a state-registered investment adviser in TULSA, OK. The firm manages $45 million in assets, $20 million on a...
Overview
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC. is a state-registered investment adviser in TULSA, OK. The firm manages $45 million in assets, $20 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1994
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Miami, FL, United States
Principals
Richard K. Morse Jr.
President and Chief Executive Officer
John C. Maxwell
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Maxwell & Morse?
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.
What investment stages and asset classes does the firm target?
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.
How does Maxwell & Morse source direct deals?
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.
Why is the firm headquartered in Miami?
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.
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