Root Capital - Gestão de Recursos LtdA.

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$1B
82% of AUM
Avg account
$34.4M
Accounts
37
Employees
20
Advisory reps
2

Firm details

Headquarters
So Paulo,
CRD number
323503
Registered since
August 3, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Root Capital - Gestão de Recursos LtdA. is an institutional-focused investment adviser that concentrates on managing pooled investment vehicles. The firm charges both a percentage-of-AUM fee and performance-based fees, signaling a compensation structure tied to both asset levels and outperformance. Registered in 2023 and identified as a foreign-owned entity, the adviser is classified as unclassified but operates primarily for institutional clients rather than retail households. The firm does not identify as an active ESG investor and its advisory mandate is squarely portfolio management for pooled investment vehicles, which suggests its products are collective funds or similar structures rather than individualized retail accounts. Investment activity is tilted toward less-liquid, higher-return strategies: Root Capital - Gestão de Recursos LtdA. allocates meaningfully to third-party alternative managers across a range of private market sectors. Given the emphasis on pooled vehicles and performance fees, the firm appears set up to pursue concentrated mandates that require manager selection, monitoring and potential co-investment arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Felipe Niemeyer

    Chief Compliance Officer and Chief Risk OfficerCRD 7637199

Contacts

1 of 1
  • Rafael Fritsch

    Rafael Fritsch

    Partner and Portfolio ManagerCRD 6517381

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

So Paulo, null

Worcester

Location

So Paulo, null

Headquartered in So Paulo, null, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
County
Worcester
Address
Rua Iguatemi 151
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth