Form D · REITS and Finance

Maxim Income REIT IV, LLC

New York, NY · CIK 0001964638

Offering snapshot reported Feb 6, 2023 · SEC filing

Reported sold: $123K
Investors reported: 123
Minimum accepted: $1K
First sale: Jan 24, 2023

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 6, 2023	Initial	$123,000	No comparison	123	SEC filing

Offering details

Securities: Equity
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-472714

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Gary Cutson	6119195	A5 Securities LLC · CRD 288410

Source: Form D, filed Feb 6, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MAXIM INCOME REIT IV, LLC

Investment adviser: MAXIM CAPITAL GROUP, LLC

Gross asset value: $339M
Beneficial owners: 124
ADV minimum commitment: $250K

Reported in Form ADV on Apr 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States

Custodian JP MORGAN CHASE, NA NEW YORK, New York, United States Related to adviser: No

Custodian MAVRIDES, MOYAL, PACKMAN & SADKIN NEW YORK, New York, United States Related to adviser: No

Custodian M&T SECURITIES, INC. BUFFALO, New York, United States Related to adviser: No

Custodian WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC WILMINGTON, Delaware, United States Related to adviser: No

Marketer A5 SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

M&T SECURITIES, INC.
SEC 8-35185

WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
SEC 8-37376

A5 SECURITIES LLC
CRD 288410 · SEC 8-69944

Filing source

Form ADV 2092579 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-8077189056

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Edward Martinson	Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:

600 Madison Avenue Suite 1700
New York, NY, 10022