Offered Investments of Patrimonium Asset Management AG

Patrimonium Asset Management AG

Privately held; Founded in 2007
51 – 200 employees

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Germany has weathered the storm of the 2008/2009 crisis significantly better than the rest of Europe, Mittelstand (German middle market companies) contributed to this recovery. Tighter regulatory requirements have put many German banks under pressure; in particular German Landesbanken the largest lender to Mittelstand companies. Patrimonium is aiming to penetrate the Mittelstand lending markets further given the current climate of credit undersupply through our Sponsorless Senior Secured Direct Lending Strategy. Sponsorless Senior Secured Direct Lending to the Hard-to-Access Lower DACH Mittelstand: - More than 150 direct lending transactions done in the DACH region over the past 12 years with a total volume above € 800 million - Since 2012 offering direct senior secured loans in the range of €5 million to €40 million into sponsorless, mostly family-owned and managed middle market companies - Our vintage 2012 Patrimonium Middle Market Debt Fund I-A (PMMDF I-A) has paid quarterly dividends of 1.5-2% and returned between 10-12% since inception Plan the second closing of 2 direct lending funds in the beginning of 2019: - With the success of our first Patrimonium Middle Market Debt Fund (PMMDF I-A) we have successfully launched two new direct lending funds in June 2018; PMMDF I-B (sister fund of I-A) and PMMDF II-A (complementary to I-B and invests in companies with better credit metrics) Our funds provide our investors the following advantages: - Risk-adjusted returns due to proprietarily sourced and individually negotiated loans outside auction processes in mainly sponsorless situations - Downside protection through senior loans secured with hard assets - Regular cashflows through quarterly dividend distribution - Inflation protection through Euribor plus based pricing

https://www.patrimonium.ch/en/capital-markets/private-debt-3.php

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Assets under management in USD

Entire organization

More than $1bn

Per asset class:

Real estate
Hedge Funds/Trading

More than $1bn
$500m - $1bn

Account managers at Patrimonium Asset Management AG