Maat Investment Group GmbH
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maat Investment Group GmbH provides discretionary investment management through separately managed accounts for individual clients, including high‑net‑worth and qualified clients, and tailors advice to each client's stated objectives. The firm accepts client‑imposed investment restrictions where feasible and reserves the right to end a relationship if restrictions prevent proper servicing.
Maat follows a research‑intensive, fundamental investing process with a concentrated portfolio typically comprising 10–25 core positions, and it may use derivatives and hold sizable cash allocations as part of portfolio construction. The brochure emphasizes a focus on long‑term preservation of capital while seeking above‑average returns over a market cycle and notes that the concentrated approach can produce substantial volatility.
Notable distinctions include that the firm operates from a principal office outside the United States and is registered as an investment firm with the German Federal Financial Supervisory Agency, while managing a relatively small asset base and client roster as disclosed in its ADV. The firm also offers performance‑based fee arrangements for qualified clients and describes the attendant conflicts and allocation policies in its disclosures, a feature that is less common among peers.
Client services
Expertise
Fee options
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
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Dino M
CFA®
Remote
Maat Investment Group GmbH
Dino 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.
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.
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