Perfin Wealth Management

Perfin Wealth Management

Perfin Wealth Management was established in 2007 and today functions as the private-client division of the São Paulo-based Perfin group. The firm describes itself as led by a partnership whose senior members have worked together for more than a decade, though the group does not publicly name individual principals on its website. The wealth-management unit sits inside a three-entity architecture alongside Perfin Equities and Perfin Infra, each operating as a segregated investment manager with its own focus. Strategy spans public equities, infrastructure, and private-wealth portfolio construction. The equities business invests through long-only equity funds run by a collegial investment committee; the infrastructure arm participates in Brazilian public-private partnerships and concessions, and in January 2026 COO Carolina Rocha discussed the firm’s real-asset allocation approach with Brazil Journal. Wealth Management serves families by designing and administering investment portfolios tailored to each client, blending the group’s internal equity and infrastructure strategies with external allocations. The firm publicly emphasizes a constructive portfolio-management philosophy, seeking high returns with capital protection and an explicit margin of safety. Total assets under management and total headcount are not publicly disclosed. The group operates a single office on Rua Leopoldo Couto Magalhães Júnior in São Paulo. The firm published its 2024 Sustainability Report in January 2026, and in February 2026 the infrastructure team participated in the P3C 2026 conference, Brazil’s principal event for PPPs and concessions. Perfin’s segregation into three legally distinct managers — Equities, Infra, and Wealth Management — is a deliberate structural choice that concentrates expertise within each entity while allowing the wealth unit to access both internal and external strategies. The group does not disclose whether the wealth business operates as a multi-family office or a pure distributor of in-house funds, and it promotes no club-deal or co-investment structures in its public materials.