Single Family Office

Updated:

Gruppo Bertoldi

Gruppo Bertoldi was established in 2013 by Giacomo and Gianluca Bertoldi to manage family capital that originated in a 1960s import-export business later...

Gruppo Bertoldi logo

Gruppo Bertoldi

Gruppo Bertoldi was established in 2013 by Giacomo and Gianluca Bertoldi to manage family capital that originated in a 1960s import-export business later expanded into the Orvea supermarket chain. Aldo Bertoldi, grandfather of the two principals, founded the original commercial operations. The office pursues growth-stage venture and real-estate opportunities through direct co-investments and SPVs. Confirmed positions span fintech, manufacturing and mixed-use property in Europe and North America. Asset examples include Ubika in Trento, multiple Milan residential sites, Venezia M87, the Chelsea Luxury Passive-House in New York City and 669 St. Marks Avenue in Brooklyn. Co-investors include Trentino Invest and ISA (Istituto Atesino di Sviluppo). Giacomo Bertoldi also serves as CEO of portfolio company Walliance. The principals maintain membership in YPO. No additional offices or headcount figures are disclosed. The structure remains a pure single-family office without external capital vehicles or public fund products.

General information

Firm type

Single Family Office

Year founded

2013

Location

Region

Europe

Country

Italy

City

Trento

Corporate office

Trento, Italy

Principals

Giacomo Bertoldi

Principal

Gianluca Bertoldi

Principal

Aldo Bertoldi

Family Member

Sector focus

AgriTech & FoodTechFinTechIndustrial TechPropTechSports & WellnessDigital HealthMedia & EntertainmentLuxury

Frequently asked questions

Who runs investment decisions at Gruppo Bertoldi?

Giacomo Bertoldi and Gianluca Bertoldi serve as principals and make investment decisions. Giacomo additionally acts as CEO of Walliance.

Does Gruppo Bertoldi participate in fund commitments or only direct deals?

The office executes direct co-investments and SPVs. No fund commitments are disclosed.

Where does the underlying wealth come from?

Wealth originated in a 1960s import-export enterprise that expanded into the Orvea supermarket chain.

Which sectors does Gruppo Bertoldi target?

Sectors include AgriTech & FoodTech, FinTech, Industrial Tech, PropTech, Sports & Wellness, Digital Health, Media & Entertainment and Luxury.

What geographies does Gruppo Bertoldi cover?

Investments focus on Europe and North America.

Does Gruppo Bertoldi maintain philanthropic structures?

No philanthropic vehicles are disclosed in public materials.

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.

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