Patrick Moosmann
Advisor at Maat Investment Group GmbH
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.
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
Series 65
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 HighPatrick 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.
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
Diversity Industrie Holding AG
2022 - 2023 • 1 year
Grãnwald
Paradeigma Partners AB
2022 - 2023 • 1 year
Saltsjã-Boo
Paradigm Capital AG
2019 - 2023 • 4 years
Grãnwald
Deloitte GmbH
2017 - 2018 • 1 year
Frankfurt
ESSEC Business School
2016 - 2018 • 2 years
Paris
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")