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Overview and Management
Establishment Year
2016
Mission
Our mission is to create value, preserve local employment, attract talent, and expand our reach both nationally and internationally while sustainably financing SME growth and transfers.
Values
Responsibility, Social and Environmental Responsibility (ESG), Proximity, Engagement for the Region, Ethics, and Value Sharing.
Investment Roles
General Partner (GP)
Participant Demographics
SMEs in the Grand Sud-Est region of France, with a focus on local businesses and innovative entrepreneurs.
Generational Wealth Planning
Risk Tolerance
References or Case Studies
Illustrates commitment through a diversified portfolio of innovative companies.
Team Experience
8 team members.
Notable Achievements
Investments in diverse regional businesses, including WAGA Energy, IDEOL, and TRAXENS.
Project Track Record
Portfolio includes investments in animal feed, truffle products, marine equipment, and biogas.
Exit Strategies
Includes strategic sales (e.g., IDEOL in 2021 and TRAXENS in 2020).
Legal, Compliance and Contact Information
Regulatory Registrations
AMF (N° GP 16000010).
Compliance History
No major violations reported.
contact@tertium-invest.com
Phone Number
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Address
Marseille France