Firm at a glance
Patrimonium is a platform private equity firm headquartered in Baar, Switzerland, per its own website [S1]. The firm maintains additional offices in Lausanne, Zurich, and Zug [S2], and reported approximately CHF 5.5 billion in assets under management as of June 2026 [S1].
What they buy
Based on publicly available information, Patrimonium operates across multiple alternative asset classes rather than traditional operating company acquisitions [S1]. The firm’s observed activity spans real estate, private credit, private infrastructure, and private equity [S1][S2]. Recent public disclosures indicate a focus on fund vehicles and credit exits rather than platform acquisitions of operating businesses [S1][S2].
Portfolio
No individual portfolio companies were identified in publicly available sources as of July 2026. The firm’s disclosed activity centers on fund products including the Patrimonium Swiss Real Estate Fund and Senior Lending Fund V [S1][S2].
Recent activity (last 24 months)
* July 2026: Patrimonium Swiss Real Estate Fund completed a CHF 81 million capital increase that was fully subscribed [S2]
* July 2026: Senior Lending Fund V closed [S1]
* July 2026: Completed third private credit exit of 2026 [S1]
How this firm fits a seller
Patrimonium’s public profile suggests a fund management model focused on real estate and credit instruments rather than traditional buyout acquisitions of operating companies. The absence of disclosed portfolio company acquisitions in recent public sources indicates the firm may not be an active acquirer of middle-market businesses in the conventional sense. Owner-operators seeking a strategic or financial buyer for an operating business may find limited alignment with Patrimonium’s observed investment approach, which appears oriented toward fund products and credit investments.
Sources
[S1] https://www.patrimonium.ch (as of 2026-06-30)
[S2] https://www.patrimonium.ch/press-release/patrimonium-swiss-real-estate-fund-chf-81-million-capital-increase-fully-subscribed (as of 2026-07-13)
Frequently asked questions
Does Patrimonium buy real estate businesses?
Patrimonium’s public activity in real estate appears focused on fund vehicles rather than direct acquisitions of real estate operating companies [S1][S2]. The firm’s July 2026 capital raise for the Patrimonium Swiss Real Estate Fund suggests a pooled investment vehicle structure [S2]. Sellers of real estate service or development businesses should verify whether the firm acquires operating companies or exclusively manages fund products.
What companies has Patrimonium acquired recently?
Public sources as of July 2026 do not disclose specific operating company acquisitions [S1][S2]. Recent reported activity includes fund closings for Senior Lending Fund V and a capital increase for the Swiss Real Estate Fund, along with a private credit exit [S1][S2]. The firm’s transaction history appears centered on fund management and credit investments rather than platform acquisitions.
Where is Patrimonium based and how big is the firm?
Patrimonium is based in Baar, Switzerland, with additional offices in Lausanne, Zurich, and Zug [S1][S2]. The firm reported approximately CHF 5.5 billion in assets under management as of June 2026 [S1].
Is Patrimonium still actively acquiring?
Based on July 2026 public disclosures, Patrimonium’s recent activity includes fund closings and a private credit exit [S1][S2]. However, no operating company acquisitions were identified in recent public sources, suggesting the firm’s active investment focus may be on fund products and credit opportunities rather than traditional platform acquisitions.
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.