AF Invest

Name

AF Invest

Legal name

AF Invest

Website

https://afinvest.com.br

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599)

SIC

Investment Advice (6282), Real Estate Investment Trusts (6798)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Asset management
• Wealth management
• Multi family office
• Investment fund management
• Managed portfolios

Headquarters

HQ city

Belo Horizonte

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Fund Management: Revenue generated through management fees on investment funds, including fixed income, multi-market, stock, venture capital, and exclusive funds. The company structures and manages investment funds with risk control and focus on best opportunities for each client profile.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

AF Invest is an independent Brazilian Multi Family Office and Asset Management firm that structures, manages, and distributes proprietary investment funds (fixed income, multi-market, equities, qualified investor, venture capital, and the AFHI11 real estate fund) and provides personalized wealth management services including managed portfolios and exclusive fund advisory. The firm targets qualified investors, high-net-worth individuals, and families seeking to preserve and grow their wealth through professionally managed funds and Multi Family Office advisory.

Product overview

AF Invest is a Multi Family Office and independent Asset Management company based in Minas Gerais, Brazil, with 20 years of experience. The company offers a portfolio of investment funds including fixed income, multi-market, equities, qualified investor funds (IQ), and venture capital funds. Additionally, AF Invest provides wealth management services through its Multi Family Office offering, managed portfolios (Carteiras Administradas), and specialized products like the AFHI11 real estate investment fund and the AF Geraes Prev pension fund. These products are distributed through major investment platforms and directly by the company.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed Income Funds (Fundos de Renda Fixa) Open-ended fixed income investment funds that invest in fixed income securities, providing stable returns for qualified investors and clients of the firm.
• Multi-Market Funds (Fundos Multimercado) Multi-market funds that invest across different asset classes including fixed income, equities, and derivatives to seek higher returns with controlled risk.
• Equity Funds (Fundos de Ações) Equity funds that invest in publicly traded company shares, targeting long-term capital growth for investors.
• Qualified Investor Funds (Fundos IQ) Investment funds designed for qualified investors with higher minimum investment requirements and access to more sophisticated strategies.
• Venture Capital Funds Venture capital funds that invest in early-stage and growth companies with high growth potential.
• AFHI11 Real estate investment fund (FII) listed on the Brazilian stock exchange, managed by AF Invest and targeted at qualified investors.
• AF Geraes Prev Pension fund product targeting CDI + 1.5% return, with same-day subscription liquidity (D+0), 7-day redemption, R$1,000 minimum investment, 0.9% annual administration fee, and no performance fee. Classified as Renda Fixa under ANBIMA.
• Wealth Management (Multi Family Office) Personalized wealth management service providing guidance on decisions that perpetuate and maximize client wealth, including exclusive fund management, tax optimization, succession planning, and simplified IRPF reporting.
• Managed Portfolios (Carteiras Administradas) Professional and personalized management of personal investments with risk profile alignment, transparent remuneration model with cashback, access to exclusive institutional products, and possibility to include tax-exempt fixed income assets.
• Exclusive Funds (Fundos Exclusivos) Personalized structuring and management of portfolios and dedicated fund vehicles tailored to client preferences and objectives, with tax optimization (no IR on in-fund movements), facilitated succession planning, and simplified IRPF accounting.

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• AtivacoreChannel Partner/ Reseller/ DistributorDistribution partner making AF Invest funds available to Ativa platform clients.
• AzimutcoreChannel Partner/ Reseller/ DistributorDistribution partner making AF Invest funds available through Azimut's investment platform.
• CVM (Comissão de Valores Mobiliários)coreOthersBrazilian Securities Commission - regulatory oversight body for investment fund operations and compliance.
• ANBIMAcoreOthersBrazilian Financial and Capital Markets Investors Association - industry association for investment management standards and classifications.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Verde Asset Management: Brazilian independent macro/multi-strategy asset manager with broad fund lineup including equities, fixed income and multimercado. Directly comparable to AF Invest as an independent Brazilian manager with multi-product retail and qualified-investor offerings.
• Vinci Partners: Brazilian independent alternative asset manager offering multi-strategy funds, FIIs and wealth management. Directly comparable to AF Invest as a multi-product, multi-strategy Brazilian independent manager serving qualified and institutional clients.
• Kinea Investimentos: One of Brazil's largest independent asset managers, offering fixed income, multi-market, equities, private credit and real estate funds. Comparable to AF Invest in multi-strategy fund lineup and independent Brazilian distribution model.
• Bahia Asset Management: Brazilian independent manager running fixed income, multi-market, equity, and structured funds. Comparable to AF Invest as a mid-sized independent Brazilian multi-strategy asset manager.
• Genoa Capital: Brazilian macro/multi-strategy independent asset manager with a fund family distributed on major platforms. Directly comparable to AF Invest in independent Brazilian multi-strategy fund management.
• AZ Quest Investimentos: Independent Brazilian asset manager with diversified funds across fixed income, macro, equities and alternatives. Closely comparable to AF Invest's multi-strategy independent distribution model in Brazil.

Broad incumbents

• BTG Pactual Asset Management: Asset management division of BTG Pactual, one of Brazil's leading investment banks with broad multi-strategy offerings. Overlaps with AF Invest across fixed income, multi-market, equities and FIIs but with far greater scale and distribution.
• XP Asset Management: Institutional asset management arm of XP Inc., one of Brazil's largest distribution platforms. Comparable as a fund competitor leveraging massive retail distribution that also overlaps with AF Invest's distribution model via platforms.
• Itaú Asset Management: Asset management arm of Itaú Unibanco, Brazil's largest private bank. Overlaps with AF Invest across multi-strategy funds and wealth services but as a broad incumbent with massive distribution and brand advantages.
• Bradesco Asset Management: Asset management business of Bradesco, one of Brazil's largest banks. Competes with AF Invest in fixed income, multi-market, equities and FIIs via a broad incumbent model with nationwide retail distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/afinvest
• LinkedInlinkedin.com/company/af-invest
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AF Invest