Notos Group

What Notos Group does

Notos Group is an independent, owner-managed risk management and consulting firm headquartered in Hamburg, Germany, structured around a parent entity (Notos Capital GmbH, HRB 119737) and two operating subsidiaries: Notos Portfolio Advisory GmbH and Notos Consult GmbH. The firm describes itself as a risk manager and advisor for global liquid alternatives and selected direct investments, serving institutional investors, banks, family offices and high net worth individuals. Managing Directors Dr. Jens Rohweder and Dr. Christina Stahn lead the firm, bringing over 20 years and 15 years of experience respectively in M&A, restructuring, capital markets, risk management and international ship finance.

The firm operates three business lines through its subsidiaries. Notos Portfolio Advisory GmbH provides quantitative risk management and overlay strategies for liquid asset classes (global multi-asset portfolios) using a combined proprietary factor and sector model, and also serves as index sponsor for a liquid maritime investment strategy aimed at institutional investors and family offices. Notos Consult GmbH advises institutional clients and banks on direct equity and debt investments in the shipping sector, and supports project developers and institutional investors in analyzing business models across the synthetic energy carrier value chain for decarbonization of aviation, shipping and hard-to-electrify sectors. The technology base is a set of proprietary quantitative factor and sector models layered with fundamental analysis of shipping companies and sectors.

Notos Group generates revenue through professional advisory fees on bespoke mandates rather than through product distribution or self-serve platforms. Notos Portfolio Advisory GmbH operates as a contractually bound tied agent (vertraglich gebundener Vermittler) of HPM Hanseatische Portfoliomanagement GmbH, an independent financial portfolio manager regulated under WpIG §15, providing the BaFin-regulated authorization for investment brokerage and advisory under § 2 Abs. 2 Nrn. 3 and 4 WpIG. Distribution is direct and relationship-based, supplemented by content marketing through Maritime Weekly, Maritime Monthly and Kapitalmarkt-Kommentar newsletters. The firm states it has advised approximately USD 3.5 billion in cumulative transaction volume for clients and invests its own capital in its strategies as an alignment signal.

Name

Notos Group

Legal name

Notos Capital GmbH

Website

https://notos-group.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Notos Group is an independent, owner-managed Hamburg-based advisory firm providing quantitative risk management, maritime investment index sponsorship, and shipping and synthetic energy carrier consulting to institutional investors, banks and family offices, with cumulative advised transaction volume of approximately USD 3.5 billion.

Ownership category

akta.pro rank

Headquarters

HQ city

Hamburg

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Advisory Services: Advisory fees from consulting institutional investors, banks, and family offices on investment strategies, risk management, and direct investments in shipping and synthetic energy sectors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Notos Group is a risk manager and consultant that advises institutional investors, banks, and family offices on global liquid alternatives and direct investments in the maritime and synthetic energy sectors. Through Notos Portfolio Advisory GmbH it provides quantitative risk and overlay management for liquid asset classes via combined factor and sector models and acts as index sponsor for a liquid maritime investment strategy; through Notos Consult GmbH it advises on direct equity and debt shipping investments and on business models across the synthetic energy carrier value chain.

Product overview

Notos Group operates as a financial advisory firm offering two main service brands: Notos Portfolio Advisory GmbH provides quantitative risk management for liquid alternative investments, focusing on global multi-asset strategies and maritime investments for institutional investors; Notos Consult GmbH advises on direct investments in shipping and synthetic energy carriers. The company serves institutional investors, banks, family offices, and high net worth individuals with approximately USD 3.5 billion in transaction volume advised to date.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantitative Risk Management for Liquid Asset Classes

Quantifiable outcome

• USD 3.5bn transaction volume advised for clients

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• HPM Hanseatische Portfoliomanagement GmbHcoreStrategic or Co-development PartnerNotos Portfolio Advisory GmbH operates as a tied agent (vertraglich gebundener Vermittler) under HPM Hanseatische Portfoliomanagement GmbH, an independent financial portfolio manager regulated under WpIG §15. HPM is responsible for investment brokerage and advisory activities of financial instruments. Notos operates exclusively for the account and under the liability of HPM.

Scale indicators3 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• Borealis Maritime: Oslo-based independent investment management firm focused on global shipping equities and maritime investments, with a quantitative and fundamental research approach. Comparable maritime-focused investment manager with similar fundamental/quantitative research methodology.
• Tufton Oceanic Finance Group: London-based alternative asset manager focused exclusively on shipping and maritime investments, raising capital from institutional investors and high net worth individuals. Closely comparable maritime-focused alternative asset manager serving similar institutional clients.
• MPC Capital AG: Hamburg-based alternative asset manager with a long-standing focus on maritime real assets and shipping investments, serving institutional investors and family offices. Closely comparable target customers, geographic footprint and maritime specialism.
• HPM Hanseatische Portfoliomanagement GmbH: Hamburg-based independent German financial portfolio manager regulated under WpIG §15; serves as Notos's regulatory host for investment brokerage and advisory. Highly comparable as a small, owner-managed German independent portfolio manager serving institutional and family office clients.

Broad incumbents

• Pareto Securities: Norwegian investment bank with one of the leading equity research and capital markets franchises in global shipping, offshore and seafood. Comparable maritime-focused investment bank serving institutional investors and shipping-sector clients.
• Clarkson PLC: UK-listed shipping services group providing shipbroking, research, and investment banking to global shipping and offshore clients, with a securities arm for maritime equities. Larger incumbent operating across the full shipping services value chain with overlapping institutional client base.
• Ocean Yield ASA: Norwegian-listed maritime leasing and investment company backed by institutional investors, operating a broader portfolio of vessels and maritime assets. Larger incumbent with overlapping institutional investor base in maritime assets.
• Fearnley Group: Norwegian shipping-focused financial services group providing shipbroking, sale & purchase, and investment banking to global maritime clients. Comparable broad maritime advisory and investment banking footprint serving institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/NotosGroup
• LinkedInlinkedin.com/company/notos-group

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Notos Group