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Patris Investimentos
Patris Investimentos is a Lisbon-based independent insurance and investment group operating across life insurance, pensions, and fund management in Portugal.
General information
Firm type
Private Equity
Year founded
2021
Location
Region
Europe
Country
Portugal
City
Lisbon
Corporate office
Rua Tierno Galvan - Torre 3 Amoreiras Piso 8 - B2 Norte, 1070-274 Lisboa, Portugal
Sector focus
Frequently asked questions
What is Patris Investimentos' primary business model?
The firm functions as a holding company for a group of financial services businesses in Portugal. Its operating subsidiaries cover insurance underwriting (life, health, personal accident), pension fund management, credit securitization, and investment services. The group describes its access to investable capital as flowing from these insurance and pension activities rather than from external limited partners.
Does Patris Investimentos disclose AUM or fund-level performance?
No. The group does not publish assets under management, investment returns, or individual fund sizes. Financial information is referenced on the website but was not accessible in a form that allows verification of AUM or deployment figures.
Who runs investment decisions at Patris Investimentos?
Named principals responsible for investment decisions are not disclosed. The website references a 'Governo Societário' (corporate governance) section, but individual executives or investment committee members are not identified in the firm's own public-facing materials.
How is the firm's ownership structured?
Patris Investimentos states it has a shareholder structure that is 100% Portuguese. No individual shareholders, family names, or founder identities are publicly disclosed.
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