# Maat Investment Group GMBH

> Maat Investment Group GMBH is an SEC-registered investment advisory firm in Munich, Germany, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 332840
- Filed as: MAAT INVESTMENT GROUP GMBH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Munich, Germany
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332840
- AdvisorCensus page: https://advisorcensus.com/firm/maat-investment-group-gmbh-munich-332840

## Quick answers

**How is Maat Investment Group GMBH compensated?**
On its Form ADV (Item 5.E, October 2026), Maat Investment Group GMBH reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Maat Investment Group GMBH located?**
Maat Investment Group GMBH's principal office is in Munich, Germany, according to its Form ADV.

**Is Maat Investment Group GMBH registered with the SEC or a state?**
Maat Investment Group GMBH is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332840.

**How much does Maat Investment Group GMBH manage?**
Maat Investment Group GMBH reports $1,400,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Maat Investment Group GMBH's assets and staff changed since 2025?**
In the Form ADV data for Maat Investment Group GMBH: Regulatory assets under management: $1,060,000 in the October 2025 data and $1,400,000 in the October 2026 data, up 32%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maat Investment Group GMBH serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Which custodians does Maat Investment Group GMBH use?**
Maat Investment Group GMBH's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Maat Investment Group GMBH report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332840

**Does Maat Investment Group GMBH state an account minimum?**
Its Form ADV Part 2A brochure dated June 15, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Maat Investment Group GMBH's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,060,000 to $1,400,000 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,400,000
- Discretionary: $1,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $1,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maatinvest.com
- LinkedIn @maat-investment-group-gmbh

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,060,000 | 5 | June 25, 2025 |
| October 2026 | $1,400,000 | 5 | June 15, 2026 |

Regulatory assets under management: $1,060,000 in the October 2025 data and $1,400,000 in the October 2026 data, up 32%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,060,000 to $1,400,000 (+32%).

### January 2026
- No longer registered or notice-filed in CA, CT, HI, IN, KY, NJ, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maat Investment Group GMBH (CRD 332840): Form ADV filing data as of October 2026.
