The Ypsilon Group, the consulting firm with a special focus on financial services, real estate and private equity, is advising the investment company Afinum on its tenth generation of funds. Ypsilon supports the Afinum X fund in the areas of accounting, tax advice and tax compliance. The fund was launched in 2026 and is structured as a special AIF in the form of a closed-end investment limited partnership. It has a volume of 500 million euros and a planned term of ten years.
Afinum is an independent investment company with a focus on medium-sized companies in German-speaking countries. With Afinum X, the asset manager is launching its tenth fund. Ypsilon supports the fund in tax and regulatory matters. The focus is on the correct implementation of the fund contractual framework and the early consideration of tax requirements when involving national and international investors.
Björn Hofmann, tax consultant and managing director at Ypsilon, comments: "We are very pleased about the trust placed in us by Afinum – especially as the cooperation is based on recommendations from the market. Our firm has traditionally focused on the private equity asset class. In addition to private equity funds of funds, we also manage directly investing funds. Afinum X is therefore an excellent fit for us. Afinum is a very successful manager with whom we see further growth potential."
Anton Bergmann, Partner and CFO at Afinum, adds: "For us, it was crucial that Ypsilon combines a comprehensive range of services with a strong specialization in the field of private equity. The high quality of service and experience of the team convinced us – especially with regard to the specific requirements that fund structures like ours entail."
