Lennertz & Co.

About The Fund

Lennertz & Co. is an owner-managed family office that places a strong focus on developing and increasing the wealth of its clients. To this end, they rigorously and continuously scrutinize their clients’ family situation, as well as company and wealth status, taking into account the relevant legal and tax conditions. The investment recommendations align with clients’ personal preferences, and clients benefit from the firm's independence, such as in the assessment of global investment opportunities, their selection, and discreet implementation. As an entrepreneurial family office, Lennertz & Co. shares its clients' demand for quick, profound, and secure decisions. With registration and numerous permissions from the Federal Financial Supervisory Authority (BaFin) in Germany, they meet numerous qualitative and quantitative requirements set by BaFin and the Deutsche Bundesbank. Investment opportunities are independently evaluated based on their experience, external research sources, and expert opinions, and span the selection and coordination of custodian banks, asset managers, and advisors. They pursue direct and indirect corporate investments in both American and European venture capital and growth funds, direct and indirect investments through Lennertz & Co.'s private equity funds in small and midcap companies in German and European markets, as well as pre-IPO investments. They also provide access to exclusive agricultural, forestry, infrastructure, movable assets, and real estate investments. Lennertz & Co. offers strategic (long-term) and tactical (short-term) wealth structuring consultancy aligned with clients’ preferences, defines a target structure for total assets, and formulates and discreetly implements investment opportunities according to the short and long-term target structure for total wealth. Clients also receive support in succession planning, family governance, foundation advice and establishment, particularly for family or charitable foundations. Entrepreneurial investing has been a cornerstone of Lennertz & Co.'s investment philosophy since its inception, focusing on the selection of top investment opportunities in private equity and venture capital. This has resulted in an alternative investment platform offering a wide array of investment opportunities in private markets, managed accounts, and advanced reporting. Clients benefit from their often exclusive access to top private equity and venture capital firms in Europe and the USA. The platform includes Investment opportunities in private equity (Europe and the USA), venture capital (Europe and the USA), global blockchain venture, global impact, and real estate investments in the DACH region (Germany, Austria, and Switzerland). The firm's specialties are seed, Series A, and Series B investments, with a sweet spot of €1,500,000, a minimum investment of €100,000, and a maximum of €5,000,000. Their assets under management total €36,360,000.