Maat Investment Group Gmbh
- Regulatory AUM
- $1.4M
- Discretionary
- $1.4M
- Clients
- 6
- Avg AUM / client
- $233K
- Accounts
- 6
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $1.4M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dino Alexander Moertl | Shareholder | CFA | Apr 2016 (10y) | ≈ 18.75% – 50% via Franklin Capital Gmbh |
| Patrick Moosmann | Shareholder | Oct 2023 (3y) | ≈ 18.75% – 50% via Silvanigra Holding Ug (Haftungsbeschraenkt) | |
| Shaun Gerard Heelan | Shareholder | Jun 2024 (2y) | ≈ 37.5% – 75% via Noble House Capital Gmbh | |
| Rahul Lancelot Dcunha | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Noble House Capital Gmbh | Shareholder | Aug 2024 | A | 50% – 75% |
| Silvanigra Holding Ug (Haftungsbeschraenkt) | Shareholder | Dec 2023 | A | 25% – 50% |
| Franklin Capital Gmbh | Shareholder | Dec 2023 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Dino Alexander Moertl: 75% – 100% of Franklin Capital Gmbh × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Patrick Moosmann: 75% – 100% of Silvanigra Holding Ug (Haftungsbeschraenkt) × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Shaun Gerard Heelan: 75% – 100% of Noble House Capital Gmbh × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $1.4M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗