Company profile - Who we are
Dr. Kohlhase Vermögensverwaltungsgesellschaft mbH is an independent wealth management firm headquartered in Munich. The company was founded by Dr. Detlef Kohlhase in 1980 and is dealing with wealth management and investment funds. It also coordinates the distribution and marketing activities for its own funds.
As a family-owned company, the focus is on liquid assets with a conservative investment approach. The overriding investment objective is long-term capital preservation and growth. The product range is suitable for private and institutional investors.
The company places particular importance on fixed-income investments, an area where we have an established reputation.
Another field of activity is the sales and marketing activities for the NESTOR funds. The aim, since the outset, has been to launch specialist equity funds in sectors with high potential that may have been neglected by large providers. These funds are mainly run by external managers and advisers with in-depth specialist knowledge in the areas concerned.
Team - We are here for you
Detlef Kohlhase
Managing Director
Michaela Osterlehner
Assistant Managing Director
Michael Kohlhase
Managing Director
Simone Decker
Portfolio Manager
Facts - transparency is important to us
| Founded | The company was founded on 28 March 1980. |
| Company name | Dr. Kohlhase Vermögensverwaltungsgesellschaft mbH |
| Registred office | Munich |
| Commercial register entry | Munich district court, section B no. 102890 |
| Legal Entity Identifier (LEI) | 391200WTRS71SL4C8L08 |
| VAT-ident number | DE 181 216 723 |
| Financial year | Calendar year |
| Articles of association | The current articles of association are dated 7 December 2022 |
| Corporate purpose | 1. The Company’s object is the operation of a financial services institution licensed under section 2 (1) WpIG with the following activities: a) investment brokerage (Section 2 (2) No. 3 WpIG), b) investment advice (Section 2 (2) No. 4 WpIG), c) acquisition brokerage (Section 2 (2) No. 5 WpIG), d) financial portfolio management (Section 2 (2) No. 9 WpIG), e) proprietary trading (Section 15 (3) WpIG). The company may not have any ownership or possession of client funds or client securities in connection with the investment services. 2. The Company may make investments in other companies, and this may include taking on personal liability and acting as managing director. The Company may open branch offices in Germany and abroad. |
| Licenses held | The Company is a financial services institution within the meaning of the WpIG. The BaFin ID is 10110483. Permission has been granted for the following activities: a) Licence to act as an acquisition agent (§2 (2) no. 5 WpIG), b) Licence to act as an investment intermediary (§2 (2) no. 3 WpIG), c) Licence to act as a financial portfolio manager (§2 (2) no. 9 WpIG), d) Licence to carry out proprietary transactions (§15 (3) WpIG), e) Licence to act as an investment adviser (§2 (2) no. 4 WpIG). |
| Ownership | Dr. Detlef Kohlhase - 40,25% Hanna Kohlhase - 9,75% Dr. Michael Kohlhase - 50,00% |
| Management | Dr. Detlef Kohlhase has sole powers of representation and is exempt from the restrictions contained in section 181 of the German Civil Code. Dr. Michael Kohlhase has sole powers of representation and is exempt from the restrictions contained in section 181 of the German Civil Code. |
| Reporting | The 2023 financial statements, management report and auditor´s letter were duly submitted to the electronic Federal Gazette and published on 30 December 2024. |