Maat Investment Group Gmbh

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$233K
Accounts
6
Employees
5
Advisory reps
4

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

FINTRX

Overview

Maat Investment Group Gmbh is organized as a limited liability company and operates as an independent registered investment adviser. The firm registered with the SEC in 2024. Its client mix centers on individuals and families, and its advisory work includes discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Compensation is a combination of an asset-based fee and performance-based fees. The firm identifies as a non-ESG active investor and does not present itself as a multi-state or pension consultant adviser; it also does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Munich, null

Cheyenne

Location

Munich, null

Headquartered in Munich, null.

County
Cheyenne
Address
Martiusstrasse 5
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth