Multi-Family OfficeRIA · CRD 323539SEC-Registered

Updated:

B1 FINANCIAL

B1 FINANCIAL was established in 2010 by Alejandro Bautista to serve Latin American family wealth.

B1 FINANCIAL

B1 FINANCIAL was established in 2010 by Alejandro Bautista to serve Latin American family wealth. The firm operates as a multi-family office, pooling capital from a small group of high-net-worth families. Wealth origin traces back to industrial conglomerates in Colombia and Mexico. The firm invests in a mix of asset classes including private equity, real estate, infrastructure, venture capital, and private credit. B1 FINANCIAL targets direct co-investments and club deals rather than fund commitments. Known deals include participation in a $50M infrastructure fund in Colombia and a $30M real estate development in Miami. Geographic focus spans Latin America and select US markets, particularly Florida. B1 FINANCIAL employs roughly 15 professionals between its Miami headquarters and a Bogotá office. The firm operates as a regulated family office, handling both investment management and estate planning for its families. It is a member of the Family Office Club network. The firm's structural differentiator is its Latin American focus and its model of aggregating capital from multiple families into direct deals. This gives it access to proprietary opportunities in infrastructure and real estate that would be too large for any single family.

General information

Firm type

Multi Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

Latin America

Country

United States

City

Miami

Corporate office

Miami, Florida, United States

Additional offices

Bogotá, Colombia

Principals

Alejandro Bautista

Founder & CEO

Carlos Medina

Managing Partner

Sector focus

Private EquityReal EstateInfrastructureVenture CapitalPrivate Credit

Frequently asked questions

Who runs investment decisions at B1 FINANCIAL?

Alejandro Bautista is founder and CEO, overseeing all investment strategy. Carlos Medina serves as Managing Partner and leads deal sourcing in Colombia. Investment decisions are made by a committee of the firm's partners and family representatives.

Is B1 FINANCIAL a single family office or does it operate more like a venture firm?

B1 FINANCIAL is a multi-family office. It manages capital from several Latin American families but does not raise outside third-party capital. The firm's structure allows families to co-invest in direct deals while maintaining individual portfolios.

What investment stages does B1 FINANCIAL typically target?

The firm targets direct investments in private equity, real estate, and infrastructure. It does not typically participate in venture capital but has made select early-stage investments. B1 FINANCIAL prefers growth equity and buyout transactions in Latin America.

Where does the underlying wealth come from?

The wealth originates from Latin American industrial families, primarily from Colombia and Mexico. The firm does not disclose individual family names but states the wealth was generated in manufacturing, energy, and agribusiness.

Does B1 FINANCIAL participate in fund commitments or only direct deals?

The firm primarily does direct co-investments and club deals alongside other family offices. It also makes selective fund commitments to Latin American-focused private equity and infrastructure funds.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo