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Patrick Moosmann

Advisor at Maat Investment Group GmbH

Updated today

Credentials

Series 65

Experience

1 year

Location

Remote

Maat Investment Group GmbH logo

Maat Investment Group GmbH

Supported

Total advisors

4

Clients per advisor

2 Very Low

Avg AUM per client

$233,333 Very Low

HNW client ratio

100% Very High

About

Patrick Moosmann is a financial advisor at Maat Investment Group GmbH with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Paradigm Capital AG and Deloitte GmbH. Moosmann is also the Managing Director and sole shareholder of Silvanigra Holding UG, a private holding company for managing personal assets. Maat Investment Group GmbH provides discretionary investment management for individual, high-net-worth, and qualified clients through separately managed accounts. The firm employs a fundamental, research-driven approach with a concentrated portfolio, emphasizing long-term capital preservation and above-average returns.

Client services

Based on Maat Investment Group GmbH

Portfolio management

Expertise

Based on Maat Investment Group GmbH

Active portfolio management Concentrated stock management

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Fee options

Percentage

0.95% annually (1.5% subject to specific client circumstances)

Performance-based

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

Other

Account minimum: $1,000,000

Most active in

Texas

Work history

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

Diversity Industrie Holding AG

2022 - 2023 • 1 year

Grãœnwald

Paradeigma Partners AB

2022 - 2023 • 1 year

Saltsjã–-Boo

Paradigm Capital AG

2019 - 2023 • 4 years

Grãœnwald

Deloitte GmbH

2017 - 2018 • 1 year

Frankfurt

ESSEC Business School

2016 - 2018 • 2 years

Paris

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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