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Versorgungswerk der Steuerberater in Baden-Württemberg
The Versorgungswerk der Steuerberater in Baden-Württemberg was founded in 1999 under state mandate to secure retirement provisions for tax advisors across...
Versorgungswerk der Steuerberater in Baden-Württemberg
The Versorgungswerk der Steuerberater in Baden-Württemberg was founded in 1999 under state mandate to secure retirement provisions for tax advisors across the Stuttgart, Nordbaden, and Südbaden chambers. Chairman Michael Erhardt and Managing Director Bärbel Manck lead the Stuttgart institution, which also provides administrative services (Geschäftsbesorgung) to the Notarversorgungswerk Baden-Württemberg — a structural arrangement that centralizes operations for two distinct professional pension funds. The fund deploys across real estate and infrastructure with a pronounced home-market tilt: direct holdings include the Haus der Steuerberater on Sophienstraße in Stuttgart, German multi-family vehicles through GRR Portfolio SIEBEN, industrial exposure via BEOS Corporate Real Estate Fund Germany III and IV, and residential platforms including astorias Immobilien and Zapf Liegenschaften. An allocation to the European Cities Fund extends the geographic footprint into mixed-use assets across the continent. A booking in MS POSEN River Liner places capital in maritime infrastructure. No total asset figures are published. The fund's investment structure blends direct property ownership with commitments to closed-end real estate vehicles. Governance sits with a board chaired by Erhardt; Manck's role as managing director embeds operational day-to-day oversight alongside the board's strategic direction. Membership is mandatory for relevant tax-advisor professionals in the region. The fund belongs to ABV, the national working group for professional pension schemes. The dual-service model, running its own portfolio while acting as the operational back office for the notary equivalent, gives this pension fund an architecture uncommon among German Versorgungswerke. The separation of board-level investment authority and managing-director execution creates a two-tier governance that allocators evaluate distinctly from single-committee peers.
General information
Firm type
Pension Fund
Year founded
1999
AUM
Undisclosed
Location
Region
Europe
Country
Germany
City
Stuttgart
Corporate office
Stuttgart, Germany
Principals
Michael Erhardt
Chairman of the Board, Chairman of the Investment Committee
Bärbel Manck
Managing Director (Geschäftsführerin)
Sector focus
Frequently asked questions
Who oversees investment decisions at Versorgungswerk der Steuerberater in Baden-Württemberg?
Michael Erhardt chairs the board of directors and the separate investment committee. Day-to-day operations are managed by Bärbel Manck, the fund's managing director. This two-tier structure splits strategic portfolio direction from administrative execution.
What does the fund's portfolio consist of?
The portfolio is concentrated in real estate and infrastructure. Identified positions include the Haus der Steuerberater in Stuttgart, interests in BEOS Corporate Real Estate Fund Germany III and IV, the GRR Portfolio SIEBEN, German residential vehicles astorias Immobilien and Zapf Liegenschaften, the European Cities Fund, and a maritime infrastructure holding through MS POSEN River Liner.
Does the fund operate only for tax advisors?
Mandatory membership covers tax advisors from the Stuttgart, Nordbaden, and Südbaden chambers. Separately, the institution provides administrative services to the Notarversorgungswerk Baden-Württemberg — the pension fund for notaries in the same state — under a shared-services agreement, meaning its operations support two distinct professional groups.
How is the fund governed?
Governance rests with an elected board of directors chaired by Michael Erhardt. The statutes, last updated in September 2022, define member obligations and operational rules. The board appoints the managing director, Bärbel Manck, who oversees daily administration from the Stuttgart office.
Does Versorgungswerk der Steuerberater in Baden-Württemberg disclose its assets under management?
No public AUM figure exists. The fund has not published a portfolio valuation in its official channels, and no external source reports a reliable total. This lack of disclosure is consistent with many midsize German professional pension funds that report only to regulators and members directly.
What is the fund's relationship with ABV?
The fund is a member of ABV (Arbeitsgemeinschaft berufsständischer Versorgungseinrichtungen), the national association representing professional pension schemes in Germany. Membership connects the Stuttgart-based fund to peer Versorgungswerke nationwide for policy coordination.
Does the fund co-invest or partner with external asset managers?
Commitments to closed-end vehicles like the BEOS Corporate Real Estate Funds indicate a willingness to invest alongside external fund managers. The direct-property legacy positions and the European Cities Fund allocation suggest a hybrid deployment model that balances in-house oversight with third-party vehicle access.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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