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Patrick M

Series 65

Remote

Maat Investment Group GmbH

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.

Active portfolio management Concentrated stock management
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Shaun H

Series 63, Series 65

Remote

Maat Investment Group GmbH

Shaun 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.

Active portfolio management Concentrated stock management
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Dino M

CFA®

Remote

Maat Investment Group GmbH

Dino Moertl is a CFA® charterholder affiliated with Maat Investment Group GmbH, where he has worked since 2023. He has two years of industry experience with prior roles 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 through separately managed accounts, primarily serving high-net-worth and qualified individual clients. The firm employs a research-intensive, fundamental investing approach with a concentrated portfolio focused on long-term capital preservation and seeks above-average returns over a market cycle.

Active portfolio management Concentrated stock management
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Rahul D

Series 65

Remote

Maat Investment Group GmbH

Rahul Dcunha is a financial advisor at Maat Investment Group GmbH with a Series 65 designation and over seven years of industry experience. His prior roles include positions at Paradigm Capital AG and Temasek India Holdings Limited. He is also the Managing Director and sole shareholder of Meru Capital Holding UG, a private holding company managing personal assets. Maat Investment Group GmbH provides discretionary investment management primarily to high-net-worth and qualified clients, employing a research-intensive, fundamental approach focused on long-term capital preservation and compounding. The firm typically maintains concentrated portfolios across various asset classes and aligns its principals’ investments with client portfolios.

Active portfolio management Concentrated stock management
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