Single Family OfficeRIA · CRD 315326SEC-Registered

Updated:

Oliveira Wealth

OLIVEIRA WEALTH is an SEC-registered investment adviser in MODESTO, CA, registered since 2021. The firm manages $332 million in assets. It has 4 employees and...

Oliveira Wealth

OLIVEIRA WEALTH is an SEC-registered investment adviser in MODESTO, CA, registered since 2021. The firm manages $332 million in assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

Latin America

Country

Brazil

City

Modesto

Corporate office

São Paulo, Brazil

Sector focus

Real EstatePrivate CreditInfrastructureAgriTech & FoodTechEnergy Transition & Renewables

Frequently asked questions

Who controls investment decisions at Oliveira Wealth?

The investment mandate and decision-making process at Oliveira Wealth are managed by an internal team, but the identities of the principals or investment committee members have not been publicly disclosed. It is typical for single-family offices like Oliveira Wealth to operate with a small team reporting directly to the family.

What types of investments does Oliveira Wealth typically make?

Oliveira Wealth focuses on direct investments and co-investments in real estate, private credit, and infrastructure. The firm also selectively targets opportunities in agribusiness and renewable energy, primarily within Brazil and neighboring Latin American markets.

Does Oliveira Wealth invest in fund commitments or only direct deals?

Based on the firm's structure as a single-family office, it predominantly focuses on direct investments and co-investments to maintain control and alignment. It may occasionally commit to external funds, but its preferred approach is direct deployment alongside trusted partners.

Where does the wealth underlying Oliveira Wealth come from?

The specific source of the family's wealth has not been publicly disclosed. The firm's name suggests Portuguese or Brazilian heritage, but the family has not confirmed its identity or the industry that generated its capital.

What is the primary geographic focus of Oliveira Wealth?

Oliveira Wealth concentrates its investments in Brazil and Latin America, particularly in real estate and infrastructure projects. While it may selectively consider opportunities outside the region, its core focus remains local markets.

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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