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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2024
- Office Locations
- 1
Office Locations
About Maat Investment Group Gmbh
MAAT Investment Group is a Munich-based investment fiduciary providing investment advice via separately managed accounts, with clients retaining full custody. The firm applies proprietary, investigative research to identify undervalued European listed equities, primarily small- and mid-caps across the Nordics, DACH, and UK/Ireland. Portfolios are highly concentrated (top five positions can be up to 85%), with management and performance fees subject to high-water mark and hurdle.
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Owner & Executives
SHAUN GERARD HEELAN
Chief Financial Officer, Chief Investment Officer
- CRD
- #4641931
- Ownership
- Less than 5%
PATRICK MOOSMANN
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #7972205
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RAHUL LANCELOT DCUNHA
--
- CRD
- #8020399
DINO ALEXANDER MOERTL
--
- CRD
- #7972223
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,400,000 | $233,333 |
| Non-Discretionary | $0 | -- |
| Total | $1,400,000 | $233,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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