Maat Investment Group Gmbh
Firm details
- Headquarters
- Munich,
- CRD number
- 332840
- Registered since
- October 11, 2024
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Maat Investment Group Gmbh is organized as a limited liability company (GmbH) and completed SEC registration in 2024. The firm serves individual and family clients and provides portfolio management for both small businesses and institutional/business clients. Its ownership is listed as a combination of a foreign entity and an individual. Compensation is a mix of percentage-of-assets-under-management and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1Shaun Heelan
Chief Investment OfficerCRD 4641931
Contacts
3 of 3Rahul Dcunha
Director of ResearchCRD 8020399
Dino Moertl
Co-Founder & Managing DirectorCRD 7972223
Patrick Moosmann
Co-Founder & Managing DirectorCRD 7972205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Munich, null
Cheyenne
Location
Munich, null
Headquartered in Munich, null.
- County
- Cheyenne
- Address
- Martiusstrasse 5
- Office locations
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