Sonata Gestora de Recursos

Sonata relies on a high-relationship model built on direct access to managers and institutions. The firm selects external products and direct opportunities after deep qualitative analysis of the individuals involved, leveraging its compact client base to secure attention and allocation access typically reserved for much larger pools of capital.

Sonata operates as an independent multi-family office. It solidified this structure in 2018 after an earlier iteration dating to 2010 that focused on serving women, and today it manages assets for a deliberately limited number of families from São Paulo.

No. Sonata does not publicly report AUM or total client assets. The firm’s choice to stay undisclosed is consistent with its focus on serving a small, private group of families rather than marketing scale to the institutional market.

The firm emphasizes full fee transparency and claims a total alignment of interests with its clients, but line-item fee schedules are not published. The model is positioned explicitly against the embedded commission and conflict structures common in private-banking-led wealth management in Brazil.

Most Brazilian multi-family offices spun out of large banks or brokerages. Sonata’s predecessor was a niche advisory founded in 2010 to serve women, which evolved into the generalist multi-family office in 2018 — an origin that shapes a client compact built around independence, transparency and the promise to see every commitment through to closure.