Investor Partners GmbH

What Investor Partners GmbH does

Investor Partners GmbH is a privately held German capital markets advisory firm headquartered in Limburg an der Lahn, founded around 2014 and operational since at least January 2016 when it held its first Kapitalmarktkonferenz in Frankfurt. The firm operates an independent, conglomerate-free investor platform that connects German institutional investors — including pension funds, insurance companies, foundations, single family offices, SGB investors, church institutions, and corporate treasuries — with a curated network of asset managers. Its core offering is the annual Capital Markets Conference (Kapitalmarktkonferenz), now in its eleventh edition as of September 2023, supplemented by Credit Funds conferences in Frankfurt, Köln, and München, Fixed-Income Analysis seminars in Limburg, the 'mehrwert' specialist magazine, regulatory and supervision-rules publications, and recorded regulatory phone conferences conducted in partnership with firms such as Independent Credit View AG. The firm holds a financial instruments distributor permit under §34f Abs. 1 Gewerbeordnung (registration D-F-146-JUI-87, supervised by IHK Limburg) and positions its value proposition around Basel III, Solvency II, Anlageverordnung, and Pensionsfonds-Kapitalanlageverordnung expertise.

The business is run by a two-partner team of managing shareholders, Christian Becker and Oliver Faulstich, supported by a total headcount of five employees. Go-to-market is event-driven and relationship-based: conferences, seminars, and direct enterprise engagement with institutional decision-makers; the firm explicitly operates without intermediaries, marketplaces, or self-serve channels. Revenue mechanics are not publicly disclosed but appear to combine event fees, sponsorship, advisory engagements, and possibly asset manager matchmaking commissions under its professional services classification. Marketing is built on thought-leadership publications, the 'mehrwert' magazine, and memberships in four key German institutional investment associations (BAI, aba, BII, Pensions-Akademie). The underlying technology is intentionally minimal — a Squarespace-hosted website with standard analytics and Google Maps integration — with no proprietary software platform, no disclosed AI capabilities, and no API or developer ecosystem.

Name

Investor Partners GmbH

Legal name

Investor Partners GmbH

Website

https://investor-partners.de

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Investor Partners GmbH is a privately held German capital markets advisory firm that connects domestic institutional investors — pension funds, insurers, foundations, family offices — with asset managers through annual conferences, the 'mehrwert' magazine, seminars, and regulatory publications, licensed under §34f GewO.

Ownership category

akta.pro rank

Product category

Capital Markets Advisory and Institutional Investor Services

NAICS

Investment Banking and Securities Intermediation (523150), Miscellaneous Intermediation (523910), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Capital markets advisory
• Institutional investor platform
• Asset manager intermediation
• Investment conferences
• Regulatory consulting services

Headquarters

HQ city

Limburg an der Lahn

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory and Platform Services: Investor Partners generates revenue by providing an independent investor platform that connects German institutional investors with asset managers. Their services include organizing capital markets conferences, seminars, and providing regulatory guidance. The exact revenue model (advisory fees, event fees, subscription, or commission-based) is not explicitly disclosed in the available sources.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Investor Partners GmbH operates an independent investor platform that connects German institutional investors (pension funds, insurance companies, foundations, family offices, and church institutions) with a curated network of asset managers. The company delivers this through annual Capital Markets Conferences (Kapitalmarktkonferenzen), specialized seminars, the mehrwert magazine, and regulatory guidance on Basel III and Solvency II compliance. Revenue is generated via professional services for institutional clients, though the specific fee model is not publicly disclosed.

Product overview

Investor Partners GmbH operates as an independent investor platform that connects German institutional investors with asset managers. The company offers a portfolio of services including annual Capital Markets Conferences (Kapitalmarktkonferenzen), the mehrwert magazine publication, regulatory call recordings, supervision rules publications, and seminars/workshops on asset classes and special topics. These offerings are designed to support institutional investors including pension funds, insurance companies, foundations, and family offices in navigating capital markets.

Differentiator

Problem solved

Functional benefit

Brands

• mehrwert: An independent specialist magazine for institutional investors offering fresh articles and answers on complex capital markets topics.

Products and services

• Capital Markets Conferences (Kapitalmarktkonferenz)
• Seminars and Workshops
• mehrwert Magazine

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Independent Credit View AGcoreStrategic or Co-development Partner · 21 February 2017Collaboration with the independent rating agency for regulatory phone conferences on deposit insurance reform. The partnership demonstrates Investor Partners' ability to convene expert panels on regulatory topics affecting German institutional investors.
• Bundesverband Alternative Investments e.V. (BAI)minorOthersInvestor Partners is a member of BAI, the German Alternative Investments Association. This membership provides industry representation and networking within the German alternative investments community.
• aba Arbeitsgemeinschaft für betriebliche Altersversorgung e.V.minorOthersMembership in the German working group for occupational retirement provision, supporting the company's focus on pension fund clients.
• Bund Institutioneller Investoren e.V. (BII)minorOthersMembership in the association of German institutional investors, providing networking and industry representation.
• Pensions-Akademie e.V.minorOthersMembership in the pension academy association, supporting education and professional development in the pension investment sector.
• Asset Manager NetworkcoreStrategic or Co-development PartnerInvestor Partners maintains a strong partner network of asset managers with above-average track records. This network provides institutional investor clients with access to quality investment opportunities. The relationships are built on long-standing investment banking experience.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• StepStone Group: Global private-markets platform that intermediates between institutional allocators and private-equity/private-debt fund managers (and has dedicated institutional channels and conferences). Comparable to Investor Partners for curating asset-manager access, though StepStone is far larger and broader.
• bfinance: UK-based investment consulting firm that helps institutional investors (pension funds, insurers, endowments) select and monitor investment managers via due diligence and fee benchmarking. Directly comparable to Investor Partners' institutional-investor matchmaking and advisory mandate, though bfinance operates across multiple geographies rather than Germany-only.

Broad incumbents

• PEI Media (Private Equity International): Global media and events business serving private-markets institutional investors with conferences, magazines, and data. Comparable to Investor Partners' thesis around institutional-investor conferences and specialist publications, although PEI is global and private-markets specific.
• Mercer: Global investment-advisory and consultant to pension funds, insurers, and endowments with manager research, selection, and allocation services. Comparable as an institutional-investor advisor that intermediates between asset owners and asset managers, albeit at vastly larger scale.
• Cambridge Associates: Global investment-advisory firm (now part of BNY Mellon) that advises endowments, foundations, and pension funds on manager selection, asset allocation, and portfolio construction. Comparable as a high-end advisor intermediating between institutional owners and external managers.
• Institutional Investor (Euromoney / II Research): Long-standing media and research brand serving institutional investors across asset classes globally, including events and awards programs. Comparable as an institutional-investor content-and-events platform, though with a US/global rather than German-only focus.

Regional players

• Funds Europe: European asset-management media and events platform targeting institutional and wholesale investors. Comparable as a regional institutional-investor publishing and events operator serving overlapping clients (pension funds, insurers).
• GoingPublic Media: German capital-markets media and events company targeting issuers, investors, and advisors. Comparable as a German-language capital-markets media/events player, although more equity-capital-markets focused whereas Investor Partners is allocation-focused.
• IPE (Institutional Real Estate / IPE Real Estate): European institutional-investor media and events platform covering pension-fund allocation topics, including conferences, magazines, and data products. Comparable in the conference-plus-publication model focused on European (including German) institutional investors.

Others

• Bundesverband Alternative Investments e.V. (BAI): German alternative-investments industry association of which Investor Partners is a member. Comparable as a convening organization for German institutional allocators and asset managers through events, working groups, and publications.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/investor-partners-gmbh

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Investor Partners GmbH