# Maxwell & Morse Capital Management

Maxwell & Morse Capital Management is a RIA based in Tulsa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 1994
- **Assets under management:** $500M–$1.5B (Altss estimate)
- **Website:** mmcap.com

## Regulatory record

- **CRD number:** 118334
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118334

## About

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.

## Sectors

- Private Credit
- Real Estate
- Venture Capital
- Hedge Funds
- Secondaries & Special Situations

## People

- Richard K. Morse Jr. — President and Chief Executive Officer
- John C. Maxwell — Co-Founder

## 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.

## Related profiles

- [MAURO CAPITAL MANAGEMENT](https://altss.com/profile/mauro-capital-management-inc)
- [M.B. Engdahl & Co.](https://altss.com/profile/mb-engdahl-and-co)

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Last updated: 2026-07-06T01:24:20.921Z

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