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2014 Yearbook • Brazilian Mutual Fund Industry

The Asset Managers


Patria Investimentos

Company name
Pátria Investimentos Ltda
Adress
Av Cidade Jardim, 803, 8º andar. CEP 01453 000
Telephone
5511 3039-9000
E-mail
Web page
Holding Country
Brasil
Incepcion Date
1988
Mission statement
Continuously optimizing the risk-return relationship and the premise of work of Patria Investimentos in the area of Capital Management. The area offers a portfolio of differentiated funds of high added value.
Brazilian Services
Patria has four products models with different focuses. There are around R$ 12.2bn of assets under management, that is to say R$ 5.3bn in Private Equity, R$ 2.3bn in Real Estate, R$ 4.1bn in Infrastructure and around R$ 1.5bn in net capital management funds. In the capital management area, the predominant profiles of Patria’s clients are Brazilian investors that search for differentiated investment options. Patria also offers financial advice services.
Non-Brazilian Services
As a private equity funds, infrastructure and real estate manager, a large part of Patria’s resources is derived from foreign investors. In the area of capital management, Patria offers an offshore version of the variable income fund. The financial advice sector also provides services to foreign clients.

Business Contacts

Foreign Investors
5511 3039-9000 - ir@patriainvestimentos.com.br - http://www.patriainvestimentos.com.br/
Individual Customers
Corporate Customers
Institutional Investors
Corporate Investors
Private Customers
Others

Note: The managers are responsible for the qualitative information provided