Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
Maat Investment Group GmbH
Supported
Total advisors
4Clients per advisor
2 Very LowAvg AUM per client
$233,333 Very LowHNW client ratio
100% Very HighDino Moertl is a CFA charterholder at Maat Investment Group GmbH with one year of industry experience. He has held roles at Maat Investment Group since 2023 and previously worked at Blackster Capital GMBH and Paradigm Capital AG. Moertl is also the managing director and sole shareholder of Franklin Capital GmbH, a private holding company managing personal proprietary assets. Maat Investment Group GmbH provides discretionary investment management services primarily to individual high-net-worth and qualified clients, focusing on a research-intensive, fundamental investing process with concentrated portfolios. The firm emphasizes long-term capital preservation and may use derivatives and sizable cash positions as part of its strategy.
Based on Maat Investment Group GmbH
0.95% annually (1.5% subject to specific client circumstances)
20% of net annual profits after exceeding a 4% annual hurdle rate and a high watermark over a 10-year look back period, applicable to qualified clients with net worth over $2,200,000 or accounts over $1,100,000
Account minimum: $1,000,000
Texas
1 year of industry experience
Maat Investment Group GmbH
2023 - Present • 3 years
Munich
Maat Investment Group GmbH (In Formation)
2023 - 2023 • 1 year
Munich
Cfa Institute
2022 - 2024 • 2 years
Munich
Blackster Capital GMBH
2020 - 2023 • 3 years
Munich
career break
2019 - 2020 • 1 year
Munich
Paradigm Capital AG
2017 - 2019 • 2 years
Grãnwald
Application Process
2017 - 2017 • 1 year
Munich
University of Oxford
2016 - 2017 • 1 year
Oxford
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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