Key Takeaways
- • Ypsilon Group is advising private equity investor Afinum on the launch of Afinum X, the firm's tenth fund generation, providing accounting, tax advice and tax compliance services.
- • Afinum X was launched in 2026 as a special AIF structured as a closed-end investment limited partnership with a volume of EUR 500 million and a planned term of ten years.
- • Afinum is an independent investment company focused on medium-sized companies in German-speaking countries.
- • Ypsilon's mandate includes correct implementation of the fund's contractual framework and early consideration of tax requirements for national and international investors.
Summary
The Ypsilon Group, a consulting firm with a specialization in financial services, real estate and private equity, is advising Afinum on its tenth generation of funds, according to the publisher's announcement. Ypsilon is supporting the Afinum X fund in accounting, tax advice and tax compliance.
Afinum X was launched in 2026 and is structured as a special alternative investment fund (AIF) in the form of a closed-end investment limited partnership. The fund has a volume of EUR 500 million and a planned term of ten years. Afinum describes itself as an independent investment company focused on medium-sized companies in German-speaking countries.
According to the article, Ypsilon's work focuses on the correct implementation of the fund's contractual framework and on considering tax requirements early when involving national and international investors. Ypsilon also cites its traditional focus on private equity, including private equity funds of funds as well as directly investing funds.
Björn Hofmann, tax consultant and managing director at Ypsilon, said the cooperation is based on market recommendations and that Afinum X is an excellent fit for the firm, describing Afinum as a very successful manager with further growth potential. Anton Bergmann, Partner and CFO at Afinum, said that Ypsilon's combination of comprehensive services and private equity specialization, along with the team's experience with fund structures like Afinum's, was decisive.
Afinum X was launched in 2026 and is structured as a special alternative investment fund (AIF) in the form of a closed-end investment limited partnership. The fund has a volume of EUR 500 million and a planned term of ten years. Afinum describes itself as an independent investment company focused on medium-sized companies in German-speaking countries.
According to the article, Ypsilon's work focuses on the correct implementation of the fund's contractual framework and on considering tax requirements early when involving national and international investors. Ypsilon also cites its traditional focus on private equity, including private equity funds of funds as well as directly investing funds.
Björn Hofmann, tax consultant and managing director at Ypsilon, said the cooperation is based on market recommendations and that Afinum X is an excellent fit for the firm, describing Afinum as a very successful manager with further growth potential. Anton Bergmann, Partner and CFO at Afinum, said that Ypsilon's combination of comprehensive services and private equity specialization, along with the team's experience with fund structures like Afinum's, was decisive.
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