Asset ManagerRIA · CRD 323503SEC-Registered

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ROOT CAPITAL

ROOT CAPITAL is a Brazilian family-backed asset manager investing in private credit, real estate, and equities across Latin America.

ROOT CAPITAL

ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. was established in Brazil, with its operations centered in São Paulo. The firm's founding family traces wealth origins to the country's financial sector, though specific names are not publicly disclosed. ROOT CAPITAL operates as a family-backed asset manager, serving as the investment vehicle for its founding family while also managing third-party capital. The firm's investment strategy spans multiple asset classes, including private credit, real estate equity and debt, and public equities. ROOT CAPITAL targets Brazilian and broader Latin American markets, focusing on long-term capital appreciation. The firm typically invests directly in companies and assets, structuring deals as co-investments or through managed funds. Known portfolio engagements include infrastructure and real estate developments in Brazil's southeastern region, though specific holding names are not publicly available. ROOT CAPITAL's team size is undisclosed, but the firm has built a reputation for disciplined underwriting and active asset management. The firm maintains a single office in São Paulo. No philanthropic vehicles or operating companies have been publicly associated with ROOT CAPITAL. In 2023, the firm raised a private credit fund focused on Brazilian mid-market companies, according to local media reports. A structural differentiator is ROOT CAPITAL's dual mandate as both a family office and a regulated asset manager, giving it flexibility to pursue proprietary deals alongside co-investments with external partners. This hybrid structure allows the firm to align long-term family capital with institutional-grade investment processes, while maintaining the agility to act quickly on opportunities.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Brazil

City

Corporate office

Brazil

Frequently asked questions

Who runs investment decisions at ROOT CAPITAL?

ROOT CAPITAL is led by its founding family members, though specific names are not publicly disclosed. The firm's investment committee oversees asset allocation and deal sourcing, drawing on a team of professionals based in São Paulo.

How does ROOT CAPITAL source proprietary deal flow?

The firm originates opportunities through its network in Brazil's financial sector, leveraging relationships with local banks, law firms, and family offices. ROOT CAPITAL also participates in club deals and co-investments alongside other institutional investors.

Is ROOT CAPITAL structured as a single family office or does it operate more like a venture firm?

ROOT CAPITAL operates as a hybrid: it manages the founding family's wealth like a single-family office but also raises external capital via regulated funds, giving it characteristics of a multi-family office or asset manager. This allows the firm to scale investments beyond the family's own capital.

Does ROOT CAPITAL participate in fund commitments or only direct deals?

ROOT CAPITAL pursues both direct investments and fund commitments. The firm has raised its own private credit funds and also invests directly in real estate and equity assets. It selectively commits capital to external funds managed by other asset managers in Brazil.

What investment stages does ROOT CAPITAL typically target?

ROOT CAPITAL targets growth-stage and mature companies, with a focus on private credit and real estate. The firm does not typically engage in early-stage venture capital, preferring established businesses with predictable cash flows and tangible assets.

Which sectors does ROOT CAPITAL explicitly avoid?

The firm has not publicly disclosed any explicit exclusion lists. However, based on its portfolio, ROOT CAPITAL concentrates on real estate, private credit, and infrastructure, avoiding highly volatile sectors such as early-stage technology or commodities trading.

Where does the underlying wealth come from?

The founding family's wealth originates from the Brazilian financial sector, accumulated through decades of activity in banking, asset management, and related financial services. Specific details are not publicly available.

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