Private EquityRIA · CRD 158719SEC-RegisteredPrivate Fund Adviser

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Equus Capital

Equus Capital: São Paulo hybrid PE and M&A boutique investing in AI, energy transition, and Brazilian ag via proprietary D2E methodology.

Equus Capital logo

Equus Capital

Equus Capital is an SEC-registered investment adviser in Newtown Square, PA, registered since 2011. The firm manages $1.7 billion in assets, with $1.6 billion on a discretionary basis. It has 133 employees and 43 investment advisers.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Brazil

City

São Paulo

Corporate office

São Paulo, Brazil

Principals

Felipe Vasconcellos

Sócio

Paulo Merotti

Sócio

Rubens Terra

Sócio

Felipe Uchida

Sócio

Mário Lotufo

Sócio

Sector focus

AI/MLEnergy Transition & RenewablesAgriTech & FoodTech

Frequently asked questions

What is Equus Capital's proprietary investment methodology?

Equus Capital employs a proprietary framework called D2E, an acronym derived from Dados, Direção e Execução (Data, Direction, Execution). The firm developed it through direct experience as executives and investors, claiming it can be implemented across companies in roughly six months. According to the firm's website, D2E improved operational metrics and increased revenue for every client that adopted it.

What are the 'inevitable trends' that Equus Capital targets?

The firm defines inevitable trends as long-term shifts resulting from major social, economic, demographic, and technological changes. Its current research identifies three: the increasing ability to create value from large datasets via AI and IoT; Brazil's central role in the global net-zero transition, particularly through certified carbon credits; and the sustained growth in renewable energy demand, where Brazil's solar, wind, and bioenergy potential positions it as a future green-hydrogen exporter.

Does Equus Capital manage outside capital or invest a partner balance sheet?

Equus Capital's website describes it as a private equity firm and investment boutique but does not specify whether it manages a committed fund, invests partner capital, or structures deals on a transaction-by-transaction basis. No fund names, AUM, or regulatory filings are publicly disclosed.

What services does Equus Capital offer beyond making equity investments?

Equus operates a diversified financial-services platform. Beyond direct investment, it provides M&A advisory, debt raising and capital-structure optimization, company valuation and business-plan development, and a market-intelligence service that uses proprietary AI algorithms to generate client insights and public market indices.

Which sectors does Equus Capital avoid?

The firm does not publish an explicit exclusion list. Its investment focus is guided positively by the three identified inevitable trends — AI/data, energy transition, and Brazilian agri-renewable infrastructure — implying it does not actively pursue sectors outside these thematic research areas.

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