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Berkana Patrimonio
Berkana Patrimonio was established in 1999 by Luiz Lima. The firm began as an independent single-family office before converting to multi-family operations in...
Berkana Patrimonio
Berkana Patrimonio was established in 1999 by Luiz Lima. The firm began as an independent single-family office before converting to multi-family operations in 2008. The firm deploys capital across global allocations, hedge funds, private credit, natural resources, direct co-investments via SPVs and venture capital. It maintains a São Paulo real estate portfolio and a separate agribusiness book focused on Brazil. Geographic exposure centers on South America with additional global mandates. No specific named portfolio companies appear in public materials. Luiz Lima repurchased the firm from REAG Investimentos in October 2025. The team includes partner Helio Fiorin, who covers real estate. No additional offices or professional headcount figures are disclosed. The firm participates in GRI Club and became a PRI signatory in March 2024. Luiz Lima's repurchase restored full independence after the prior REAG period. This structure separates the firm from external ownership while preserving its original governance and succession services for client families.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
South America
Country
Brazil
City
São Paulo
Corporate office
Av. Pres. Juscelino Kubitschek, 360 - 9 andar cj 92 Vila Nova Conceição, São Paulo - SP, CEP: 04543-000, Brazil
Principals
Luiz Lima
Founder and CEO
Helio Fiorin
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Berkana Patrimonio?
Luiz Lima serves as founder and CEO. Helio Fiorin acts as partner with responsibility for real estate investments.
Is Berkana Patrimonio structured as a single family office or does it operate more like a multi-family office?
The firm converted from single-family to multi-family operations in 2008 and now serves multiple Brazilian and international families.
Does Berkana Patrimonio participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments through SPVs across private credit, venture capital and real estate.
What investment stages does Berkana Patrimonio typically target?
The firm pursues growth equity, mezzanine and general venture opportunities alongside real asset and credit strategies.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
How is Berkana Patrimonio related to REAG Investimentos?
Luiz Lima repurchased the firm from REAG Investimentos in October 2025, restoring independent ownership.
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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