Velt Partners
- Company typePrivate
- Founded2007
- HeadquartersSan Pablo, Spain
- Headcount11–50
- GTM typeB2B
- OfferingServices
Velt Partners firmographics
Firmographics- Name
- Velt Partners
- Legal name
- VELT Partners Investimentos Ltda.
- Website
- https://velt.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Velt Partners industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where Velt Partners is headquartered
LocationHeadquarters
- HQ city
- San Pablo
- HQ country
- Spain
- HQ region
- Europe
Offices1 record
Markets served
Velt Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Marketing or Sales, Technology or R&D
Revenue model
- Fundo management fees: VELT Partners charges a global management fee (Taxa Global) of 1.5% per annum on assets under management, with a minimum of 1.3% per annum for the VELT FIFC FIA fund. This provides a recurring revenue stream based on the firm's fund asset base.
- Performance fees: The firm charges a performance fee of 20% over the IPCA + IMA-B 5+ yield benchmark annually (Taxa de Performance), applying to gains above the hurdle rate. This aligns manager and investor interests and creates an upside revenue component in strong market conditions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | VELT FIFC FIA / VELT Institucional FIFC FIA — Qualified Investor Fund |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Velt Partners product offering
Product offeringCore offering
VELT Partners is an independent Brazilian asset management firm managing two equity mutual funds (VELT FIFC FIA and VELT Institucional FIFC FIA) under the "VELT Ações" strategy, applying long-term value investing principles to publicly listed Brazilian companies on the B3 (Bovespa) exchange. The firm serves qualified Brazilian investors with a R$10,000 minimum investment and operates a closed-end fund structure with annual management and performance fees.
Product overview
VELT Partners is an independent Brazilian asset management firm offering two equity funds focused on long-term value investing in Brazilian companies. The product lineup consists of VELT FIFC FIA (started 2007) and VELT Institucional FIFC FIA (started 2010), both operating under the VELT Ações strategy. The firm recently announced plans to shift strategy from exclusively investing in publicly traded companies to exploring other investment approaches including private equity or convertible credit.
Differentiator
Problem solved
Functional benefit
Products and services
- VELT FIFC FIA A Brazilian equity mutual fund focused on long-term value investing in publicly traded companies on the B3 (Bovespa) exchange. Started September 3, 2007. Classified under ANBIMA's Ações Livre category. Targeted at qualified investors (investidores qualificados) with a R$10,000 minimum investment and minimum movement. Status: closed to new applications.
- VELT Institucional FIFC FIA A Brazilian institutional equity mutual fund focused on long-term value investing, sharing the same fee structure as VELT FIFC FIA under the VELT Ações strategy. Started December 29, 2010. Classified under ANBIMA's Ações Livre category. Targeted at institutional and qualified investors.
Companies that use Velt Partners
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Velt Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Velt Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ernst & Young Auditores Independentes S/SminorEY serves as the independent auditor for VELT Partners' funds, providing annual audit services that validate fund financial statements and ensure regulatory compliance with CVM and ANBIMA requirements.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Velt Partners competitors and assessment
Company assessmentDirect peers
- Verde Asset Management: Brazilian independent long-only equity asset manager employing a concentrated, fundamental value approach over multiple economic cycles — closest direct analogue to Velt Partners by mandate, philosophy, and independent Brazilian ownership profile.
- Dynamo Co. Iconic Brazilian independent value-investing firm running concentrated equity strategies with multi-decade track record. Closely comparable by investment philosophy, independent structure, and Brazilian equities focus.
- Gávea Investimentos: Independent Brazilian alternative asset manager with significant equities and broader alternatives exposure. Comparable to Velt as an independent Brazilian investment platform with founder-led culture and institutional reach.
- Polo Capital: Brazilian independent asset manager running equity and macro strategies, including a long-only value-oriented Ações Livre product. Directly comparable to Velt on fund structure, target investor, and Brazilian equities focus.
- Brasil Plural Investimentos: Independent Brazilian multi-strategy asset manager offering equities and fixed income to qualified investors. Comparable on target investor base (qualified Brazilian investors) and product set including long-only equity funds.
- SPX Capital: Independent Brazilian asset manager focused on equities with a fundamental long bias. Comparable on independent ownership structure, Brazilian equity mandate, and target investor profile of qualified individuals and institutions.
- IBIUNA Investimentos: Brazilian independent long-short and long-only equity manager with a multi-strategy platform. Comparable on independent structure, Brazilian equities expertise, and qualified-investor target audience.
- Constellation Asset Management: Brazilian independent asset manager focused on value-oriented equity strategies with strong institutional pedigree. Comparable in independent model, Brazilian equity focus, and target LP base.
Broad incumbents
- BTG Pactual Asset Management: Incumbent arm of BTG Pactual, one of Latin America's largest investment banks and also Velt's administrator and custodian. Broad incumbent comparable on Brazilian fund offerings and qualified investor base, but vastly larger and part of a full-service bank.
- Itaú Asset Management: Brazil's largest asset manager by AUM, part of Itaú Unibanco. Broad incumbent that operates Ações Livre equity funds serving the same qualified-investor segment as Velt, with much greater scale and distribution reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key highlights6 records
Customer concentration
Velt Partners social profiles
Digital presenceVelt Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Velt Partners leadership team
Management profileNumber of profiles
Profiles1 record
Velt Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Velt Partners M&A and investment
M&A and investmentM&A
Investments4 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Velt Partners
What does Velt Partners do?
VELT Partners is an independent Brazilian asset management firm managing two equity mutual funds (VELT FIFC FIA and VELT Institucional FIFC FIA) under the "VELT Ações" strategy, applying long-term value investing principles to publicly listed Brazilian companies on the B3 (Bovespa) exchange. The firm serves qualified Brazilian investors with a R$10,000 minimum investment and operates a closed-end fund structure with annual management and performance fees.
Is Velt Partners a public or private company?
Velt Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Velt Partners founded?
Velt Partners was founded in 2007. It employs 11 to 50 people.
Where is Velt Partners based?
Velt Partners is headquartered in San Pablo, Spain, in the Europe region.
How does Velt Partners make money?
Two revenue lines are on record. Fundo management fees are the primary driver. The others are performance fees.
Who are Velt Partners's main competitors?
Direct peers on record are Verde Asset Management, Dynamo Co., Gávea Investimentos, Polo Capital, Brasil Plural Investimentos, SPX Capital, IBIUNA Investimentos and Constellation Asset Management. Broad incumbents are BTG Pactual Asset Management and Itaú Asset Management.
Does Velt Partners have an API?
No public API is recorded for Velt Partners.
What industry is Velt Partners in?
Velt Partners's product category is Asset Management. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6211.