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Credentials
Series 63, 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 HighShaun Heelan is a financial advisor at Maat Investment Group GmbH with Series 63 and Series 65 licenses and one year of industry experience. He previously held roles at Paradigm Capital AG, Jetpak Group AB, Internationella Engelska Skolan AB, and Colegios IEP. Heelan is also the managing director and sole shareholder of Noble House Capital GmbH, a private holding company managing proprietary assets. Maat Investment Group GmbH provides discretionary investment management primarily for individual high-net-worth and qualified clients, employing a research-intensive, fundamental approach with concentrated portfolios focused on long-term capital preservation and above-average returns. The firm is registered with the German Federal Financial Supervisory Agency and offers tailored advice with acceptance of client-imposed restrictions where feasible.
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
2024 - Present • 2 years
Munich
Colegios IEP
2021 - 2023 • 2 years
Madrid
Internationella Engelska Skolan AB
2020 - 2023 • 3 years
Danderyd
Paradigm Capital AG
2019 - 2024 • 5 years
Grãnwald
Jetpak Group AB
2019 - 2024 • 5 years
Stockholm
Paradigm Capital AG
2017 - 2019 • 2 years
Grãnwald
career break
2016 - 2016 • 1 year
New York, NY
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Real estate agent
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