United States · Investor

Maxim Group

Last cheque observed May 2026; 4 cheques on record.

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VC firmDeploying now

SeedSeries ASeries BFintechFinservFintechs

Deploying now
100%of best year1cheques in 12 months, 4 on record
Since the last cheque161days00hrs00min00sec
Median round$18MRounds led1 of 4Sole investor3 rounds
Pitch Maxim Group

Maxim Group highlights

  1. 01

    1 cheques in the last 12 months

  2. 02

    Mostly Venture and Series C: 100% of its rounds

  3. 03

    Sole investor in 3 rounds, median $13M

What they do

Type
VC firm (from a list, unverified)
Cheque size
Not stated
Stages
SeedSeries ASeries BGrowth
Sectors
FintechFinservFintechs
Based in
New York, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first4 appearances

  1. 2026

    1 round

  2. May
    Capital BFR · Ventureburn$18MLed
  3. 2013

    1 round

  4. Jun
    Edge TherapeuticsSeries C · US · finsmes.com$18MSole investor
  5. 2011

    1 round

  6. Sept
    ContraFectVenture · US · sec.gov$13MSole investor
  7. 2010

    1 round

  8. Nov
    BillMyParentsVenture · US · venturebeat.com$3.4MSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration4 named

CAClifford Adam TellerCo-PresidentiForm ADV
JEJames Edward SiegelGeneral CounseliForm ADV
TGTimothy Gerard MurphyChief Financial OfficeriForm ADV
THTipton Hamlin EvansChief Compliance OfficeriForm ADV

We also hold 15 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$445Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Maxim Financial Advisors LLC
SEC number
CRD 139366

Quick answers about Maxim Group

What does Maxim Group invest in?

Maxim Group invests most often at Venture and Series C (100% of the rounds on record), in sectors such as Fintech, Finserv and Fintechs.

How active is Maxim Group?

4 investments on record, 1 of them in the last 12 months, and it led 1. The most recent was in May 2026.

What has Maxim Group invested in recently?

Its most recent investments on record: Capital B (Undisclosed round, May 2026).

How big are Maxim Group's cheques?

The median round it joins is $18M.

Is Maxim Group investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

What kind of investor is Maxim Group?

Maxim Group is a VC firm based in New York, United States.

How much does Maxim Group manage?

About $445M, as regulatory assets under management (Oct 2026).

When was Maxim Group founded?

Maxim Group was founded in 2002.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it