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Siemens Kapitalanlagegesellschaft Mbh (Munich)


Siemens Kapitalanlagegesellschaft Mbh is an adviser based in Munich. It manages $8 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2002.

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Siemens Kapitalanlagegesellschaft Mbh provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Siemens Kapitalanlagegesellschaft Mbh: assets under management

The assets under management (AUM) of Siemens Kapitalanlagegesellschaft Mbh is $8 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Siemens Kapitalanlagegesellschaft Mbh for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Munich

The principal office where Siemens Kapitalanlagegesellschaft Mbh performs its advisory services is located at Seidlstrasse, Munich, D 80335 The mailing address of the firm is ., Munich, D 80312. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +49 89 636 32500 or by fax +49 89 636 33600. The normal business hours are 8 a.m. - 5 p.m. (local time) on Monday - Friday. You can find more information about the New York firm at www.skag.siemens.de.


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