Portfolio Control GmbH

Overview

Portfolio Control supports wealthy individuals, entrepreneurs, medium-sized companies, foundations, and professional sports organizations. Its work includes oversight and controlling of assets and liabilities, with advice designed to coordinate wealth, financing, and organizational needs.¹

History

Claus Lemke and another founding shareholder established Portfolio Control in Starnberg in 2003. The firm began operating in 2004 as an independent multi-family office focused exclusively on fee-based advice.²

Portfolio Control opened an Italian representative office in Bozen in 2014 and an Austrian representative office in Salzburg in 2015. In 2013, it expanded its advisory offering for medium-sized companies to include Corporate Finance Advisory and Capital Markets, and it was authorized as an emissions expert by Bayerische Börse AG.²

Timeline

1. 2003Claus Lemke and another founding shareholder established Portfolio Control in Starnberg in 2003.
2. 2004The firm began operating in 2004 as an independent multi-family office focused exclusively on fee-based advice.
3. 2013In 2013, it expanded its advisory offering for medium-sized companies to include Corporate Finance Advisory and Capital Markets, and it was authorized as an emissions expert by Bayerische Börse AG.
4. 2014Portfolio Control opened an Italian representative office in Bozen in 2014 and an Austrian representative office in Salzburg in 2015.

Leadership

Claus Lemke and Jörg Flechtner are managing shareholders. Michael Blatter is a consultant in Corporate Finance Advisory. Ulrich Verkamp is listed as representative, senior consultant, and specialist for Structured & Corporate Finance.³

Services

Family-office services include asset-structure analysis, manager selection, investment monitoring, transaction checks, liability-portfolio optimization, financing concepts, participation-program analysis, cash-flow controls, and regular reporting.⁴

Corporate Finance Advisory covers capital-structure analysis, financial-model development, capital-markets feasibility studies, financing-partner identification, support for equity and debt market listings, and M&A work with network partners. Portfolio Control states that it acts as an emissions adviser for Börse München’s m:access market segment.⁵

For foundations, the firm provides establishment support, board advice, investment-manager selection, contract review, cost optimization, controlling, reporting, post-office services, and secretariat support.⁶

Portfolio Control advises professional sports associations and clubs on venue and infrastructure projects, major sporting events, liquidity management, and alternative financing.⁷

What the firm offers

• Philanthropy
• Private and alternative investments

Client Focus

The firm works with private wealth owners, entrepreneurs, medium-sized businesses, foundations, and professional sports organizations.¹

Approach

Portfolio Control says it considers clients’ assets, businesses, and liability structures together. The stated aim is to optimize capital deployment and financing structures while preserving total wealth over the long term. The firm describes itself as a neutral and independent institution that acts as an adviser and client advocate.⁸

FAQs

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Sources

1. Portfolio Control: Unternehmen
2. Portfolio Control: Historie
3. Portfolio Control: Team
4. Portfolio Control: Family Office
5. Portfolio Control: Corporate Finance Advisory
6. Portfolio Control: Stiftungen
7. Portfolio Control: Professionelle Sportverbände / Vereine
8. Portfolio Control: Beratungsansatz

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.