XP Asset Management
- Company typePrivate
- Founded2006
- HeadquartersSão Paulo, Portugal
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
XP Asset Management firmographics
Firmographics- Name
- XP Asset Management
- Legal name
- XP Asset Management (XP Gestão de Recursos Ltda., XP PE Gestão de Recursos Ltda., XP Allocation Asset Management Ltda., XP Vista Asset Management Ltda., XP Advisory Gestão de Recursos Ltda. e XP Sports Asset Management Ltda.)
- Website
- https://xpasset.com.br
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
XP Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
- akta.pro secondary industries
- Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Active Crypto Asset Managers (Discretionary) (FSADAHAA), Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)
Keywords
Where XP Asset Management is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Portugal
- HQ region
- Europe
Offices1 record
Markets served
XP Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Management Fees: Charges ongoing management fees on assets under management across all fund strategies including equity, fixed income, multimercado, structured credit, real estate, infrastructure, private equity, and venture capital funds
- Performance Fees: Charges performance fees (typically 20% above benchmark) on certain fund strategies including equity and macro funds
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | XP Investor 30 FIA - Equity Fund |
| Subscription | Annual | XP Referenciado FI RF DI CP - Fixed Income Fund |
| Subscription | Annual | XP Investor 30 FIC FIA |
| Unit Pricing | Pay-as-you-go | ETF Minimum Investment |
Go-to-market motion2 records
Distribution channels10 records
Marketing channels5 records
XP Asset Management product offering
Product offeringCore offering
XP Asset Management is a Brazilian asset manager that manages more than R$ 267 billion across 13 investment strategies spanning liquid strategies (equities, fixed income, multimercados, structured credit) and illiquid strategies (special situations, real estate, agribusiness, infrastructure, private equity, venture capital). The firm offers a multi-desk model with independent portfolio managers, charging management fees and performance fees, and serves both retail (pessoa física) and institutional investors through its own distribution and partner brokerages.
Differentiator
Problem solved
Functional benefit
Brands
- XP Investor: Flagship equity fund family including XP Investor FIA, XP Investor 30, XP Investor Dividends FIA, XP Investor Long Biased, and XP Investor Ibovespa Ativo
- XP Selection
- Trend
- XP Credit
- XP Agro
- XP Habitat
- XP Log
- XP Infra
- XP Malls
- XP Advisory
- Headline
- XP Sports
Products and services
- XP Investor (Equity Fund Family) Variable income (equity) fund family managed by XPG targeting investors seeking exposure to the Brazilian equity market through active and index-aware strategies benchmarked to Ibovespa.
- Multimercado Macro Funds Multi-strategy macro funds seeking absolute returns through dynamic asset allocation across fixed income, equities, currencies and derivatives, benchmarked to or targeting returns above CDI.
- Fixed Income and Private Credit Funds Fixed income and private credit funds (including XP Referenciado FI RF DI CP and incentivized debenture funds) for conservative, income-oriented investors, including technical reserve allocations for insurers and pension entities.
- Structured Credit / Special Situations Funds Structured credit and special situations fund family (XP Crédito Estruturado series, FIDC precatórios funds, XP Addebitare, XP PJUS, XP Credit Opportunities) targeting qualified investors seeking exposure to private credit, distressed assets and judicial credits.
- Real Estate – Physical Assets Funds (XP Malls, XP Log) Real estate investment funds (FIIs) targeting physical assets, including shopping centers (XP Malls/XPML11), logistics warehouses (XP Log/XPLG11, XP Log Prime Yield I/II), and multi-use developments in partnership with developers such as Tishman Speyer, Exeter and Idea!Zarvos.
- Real Estate – Credit and FoF Funds (XP Habitat, Multi Renda) Real estate credit and fund-of-funds FIIs (XP Habitat/XPHB11, XP Crédito Imobiliário/XPCI11, XP Selection FoF FII/XPSF11, Multi Renda FII/MRFA11) investing in CRIs, debentures, LCIs, and quotas of other real estate funds.
- Infrastructure Funds (XP Infra) Infrastructure funds (XP Infra Debentures/XPID11, XP Infra II/XPIE11, XP Infra III, XP Infra IV FIP, XP Infra V FIP, XP Portos FIP) investing in equity or debt of brownfield and greenfield assets across airports, ports, energy, sanitation, transmission and highways.
- Agribusiness Funds (XP Agro) Agribusiness FIAgro funds (XP Crédito Agro/XPAG11, XP Crédito Agrícola/XPCA11, XP Agro Renda) investing in CRA, CRI and other agricultural debt instruments with rural backing.
- Private Equity Funds Private equity FIPs (XP Private Equity I, XP Private Equity II FIP) managed by XPPE generating capital gains through investments in operational or pre-operational brownfield and greenfield assets, providing retail qualified investors access to middle market private equity.
- Venture Capital Funds (Headline) Venture capital FIPs (Headline XP Venture Capital 3, Headline Prime FIP) managed in partnership with Headline VC, focusing on Series B and C startups across Brazil and LatAm.
- Private Markets Solutions / Selection Funds Multi-strategy alternative investment and fund-of-funds platform (XP Selection Ações, Selection Multimercado, Selection Alternativo FIP Multiestratégia, XP Selection Prime FIP) covering the full lifecycle of closed-capital companies from venture to restructuring.
- Indexed and International Funds (Trend) Indexed and ETF funds (Trend family: Trend Bolsa Americana, Trend Bolsas Globais, Trend Commodities, Trend Cripto, fixed income trends) and international funds managed by XP Allocation, providing passive and global exposure.
- ETFs Exchange-traded funds listed on B3 managed by XP Asset, providing low-cost passive exposure with minimum investments starting from R$ 100.
- XP Advisory (Asset Allocation Mandates) Asset allocation advisory mandates and fund-of-funds products (XP Alocação Conservadora, Moderada, Sofisticada) for investors seeking discretionary portfolio management managed by XP Advisory.
- XP Sports Funds
Quantifiable outcome
- R$ 267+ billion in assets under management as of March 2026
- +2 more outcomes
Companies that use XP Asset Management
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
XP Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
XP Asset Management partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core, major and minor.
- XP InvestimentoscorePrimary distribution partner for XP Asset funds, providing digital platform access to retail investors for fund subscription and management
- Clear CorretoramajorDistribution partner providing access to XP Asset fund products through digital brokerage platform
- RicomajorDistribution partner for XP Asset fund products through digital investment platform
- BTG PactualmajorDistribution partner for institutional and retail investors to access XP Asset fund products
- SantandermajorMajor Brazilian bank distribution partner for XP Asset fund products
- ItaúmajorMajor Brazilian bank distribution partner for XP Asset fund products
- BNP Paribas BrasilmajorDistribution partner including institutional clients for XP Asset fund products
- Banco InterminorDigital bank distribution partner for XP Asset fund products
- Caixa Econômica FederalminorGovernment bank distribution partner for XP Asset fund products
- FatorminorDistribution partner for XP Asset fund products
- Tishman SpeyermajorCo-investment partnership for real estate development - multi-use project of 53,000m² in Jardins, São Paulo with 7,200m² land plot
- Exeter Property GroupmajorPartnership with American consulting firm, one of the largest in the world in ABL under management, for logistics real estate development funds (XP Exeter I and II)
- JHSF InternationalminorCo-investment partnership for US hospitality real estate assets through XP JHSF Real Estate funds
- Headline VCmajorGlobal partnership with Headline VC providing access to 7 global offices for venture capital insights, benchmarks, and co-investment opportunities
- Idea!ZarvosminorDevelopment partnership for residential and mixed-use real estate in São Paulo through XP Idea!Zarvos FII
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
XP Asset Management competitors and assessment
Company assessmentDirect peers
- BTG Pactual Asset Management: Largest independent investment bank in Latin America with a substantial multi-strategy asset management business spanning liquid and alternative funds. Directly comparable to XP Asset in serving both retail and institutional clients across Brazil with overlapping strategies.
- Vinci Partners: Brazilian alternative asset manager specializing in private equity, infrastructure, real estate and credit. Highly comparable to XP Asset's illiquid strategies (PE, VC, infrastructure, real estate) and shares similar distribution to high-net-worth retail.
- Kinea Investimentos: Brazilian alternative asset manager owned by Itaú focusing on private equity, real estate, infrastructure and credit funds. Closely comparable to XP Asset's alternatives business and targets similar qualified investor base.
- BNP Paribas Asset Management Brasil: Local arm of global asset manager BNP Paribas AM serving Brazilian retail and institutional clients. Compares to XP Asset in multi-strategy platform and shares distribution overlap via BNP Paribas Brasil bank network.
Broad incumbents
- Itaú Asset Management: Brazil's largest private-sector asset manager with extensive fund offerings across fixed income, equities, multimercado and alternatives. Competes with XP Asset across most retail channels and benefits from Itaú bank's distribution.
- Bradesco Asset Management: Major Brazilian asset management arm of Bradesco bank offering multi-strategy funds to retail and institutional clients. Direct competitor in liquid and fixed income strategies with strong bank-driven distribution.
- BlackRock Brazil: Global asset manager's Brazilian operation with index, ETF, fixed income and alternative offerings. Competes with XP Asset's indexed funds (Trend series) and institutional mandates in Brazil.
Emerging players
- Tactical Gestão: Brazilian multi-strategy asset manager focused on fixed income, credit and special situations. Comparable to XP Asset's structured credit and special situations strategies at a smaller scale.
- ARX Investimentos: Brazilian independent asset manager with focus on multimercado and fixed income strategies. Overlaps with XP Asset's multimercado macro and fixed income capabilities, particularly after several senior PMs came from similar backgrounds.
- Verde Asset Management: Brazilian long-biased equity manager led by Luis Stuhlberger. Comparable to XP Asset's variable income and long-biased strategies (XP Investor family) and competes for similar institutional and retail mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
XP Asset Management social profiles
Digital presenceXP Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
XP Asset Management leadership team
Management profileNumber of profiles
Profiles15 records
XP Asset Management subsidiaries and ownership
Company hierarchySubsidiaries6 records
XP Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
XP Asset Management M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about XP Asset Management
What does XP Asset Management do?
XP Asset Management is a Brazilian asset manager that manages more than R$ 267 billion across 13 investment strategies spanning liquid strategies (equities, fixed income, multimercados, structured credit) and illiquid strategies (special situations, real estate, agribusiness, infrastructure, private equity, venture capital). The firm offers a multi-desk model with independent portfolio managers, charging management fees and performance fees, and serves both retail (pessoa física) and institutional investors through its own distribution and partner brokerages.
Is XP Asset Management a public or private company?
XP Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was XP Asset Management founded?
XP Asset Management was founded in 2006. It employs 101 to 250 people.
Where is XP Asset Management based?
XP Asset Management is headquartered in São Paulo, Portugal, in the Europe region.
How does XP Asset Management make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are performance Fees.
Who are XP Asset Management's main competitors?
Direct peers on record are BTG Pactual Asset Management, Vinci Partners, Kinea Investimentos and BNP Paribas Asset Management Brasil. Broad incumbents are Itaú Asset Management, Bradesco Asset Management and BlackRock Brazil. Emerging players are Tactical Gestão, ARX Investimentos and Verde Asset Management.
Does XP Asset Management have an API?
No public API is recorded for XP Asset Management.
What industry is XP Asset Management in?
XP Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAJAE, Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset, with a secondary code of FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA). Its NAICS code is 523940 and its SIC code is 6282.