Bundesverband Alternative Investments e.V. (BAI)

Patrimonium Asset Management AG

Address
Zugerstrasse 74
CH-6340 Baar
Contact Person
Dr. Daniel Heine und Moritz Frerker
Phone
+41 58 787 0000 und +41 58 787 00 90
Fax
+41 58 787 00 01
Headoffice
Baar (Switzerland)
Branches
Lausanne / Crissier and Zurich (Switzerland)
Year of establishment
2006
Active in Germany since
2006
Managing director/board member
Christoph Syz, Dr. Daniel C. Heine
Profile

Patrimonium is a Swiss owned independent alternative asset management company active in real estate, private debt, infrastructure and private equity. Today Patrimonium and its affiliate companies have approximately CHF 4.5bn assets under management for a large amount of institutional and private investors and operate offices in Crissier/Lausanne, Zurich and Baar employing over 70 professionals. Patrimonium is one of the leading private debt providers to middle market companies in German speaking Europe and offers customized financing solutions considering the profitability and cash flow situation. Since 2006 a total volume of more than € 1.8bn was invested in more than 180 middle market companies via debt instruments. Financing events include acquisitions and buy-outs, growth financing, refinancing, bridge financing, special situations, real estate debt, as well as insolvency plan financing and debtor-in-possession (DIP) financing.

Assets
AUM: 4,5 bn CHF (per 30.06.2023)
Assets in the field of AI
4,5 bn CHF (per 30.06.2022)
Number of employees
70 (including in the AI area: 70)
Regional focus
DACH and Benelux countries
Target group
institutional investors
(Supervisory) registration at / since
Eidgenössische Finanzmarktaufsicht (FINMA) seit 2007; Commission de Surveillance du Secteur Financier (CSSF) (01.01.2011)
BAI-Member since
01.01.2017
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