Asset ManagerRIA · CRD 323503SEC-Registered

Updated:

ROOT CAPITAL

ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. is an SEC-registered investment adviser in SÃO PAULO, registered since 2023. The firm manages $1.3 billion in assets,...

ROOT CAPITAL

ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. is an SEC-registered investment adviser in SÃO PAULO, registered since 2023. The firm manages $1.3 billion in assets, with $1.0 billion managed on a discretionary basis. It has 20 employees and 12 investment advisers.

General information

Firm type

Asset Manager

Location

Region

Latin America

Country

Brazil

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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