Alocc

What Alocc does

Alocc – Gestão Patrimonial is a Brazilian Multi Family Office (MFO) founded in 2003 by Ricardo Taboação, a financial-services veteran with prior experience as a vice-president at Citibank N.A. and 15 years managing one of Brazil's largest family fortunes at a local holding. The firm serves high-net-worth Brazilian families seeking comprehensive, long-horizon wealth preservation rather than market-timed accumulation. It operates from its Ipanema headquarters in Rio de Janeiro, with a regional office in Jardim Paulistano, São Paulo, and reports a headcount of 51–100 employees.

The firm's product set is anchored by Método Alocc®, a registered and patented wealth allocation methodology documented in an approximately 100-page internal compendium covering the full lifecycle of client engagement: meetings, global situation analysis, planning, asset allocation, manager selection, and ongoing monitoring. Around this intellectual property, Alocc delivers four service lines: Gestão Patrimonial (portfolio construction aligned to short, medium, and long-term liquidity needs), Gestão de Recursos de Terceiros (third-party fund management), Planejamento Patrimonial e Financeiro (financial and estate planning), and ancillary Distribuição de Produtos de Investimento. Distribution is executed through a network of independent certified financial planners (Planejadores Alocc), each required to have 10+ years of industry experience, who manage their own client books under Alocc's brand and methodology.

The revenue model is asset-based fees calculated as a percentage of client assets invested in funds under Alocc's management, with the firm explicitly disclaiming rebates and stating that distribution is a means rather than a revenue source. The firm operates in partnership with TNA Gestão Patrimonial, is privately held with no external institutional investors disclosed, and has no headcount growth, funding, or M&A signals available in the source material.

Name

Alocc

Legal name

ALOCC

Website

https://alocc.com.br

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Alocc – Gestão Patrimonial is a Brazilian Multi Family Office founded in 2003 that serves high-net-worth families with proprietary wealth management methodology, third-party fund management, and financial planning, distributed via a network of independent certified planners.

Ownership category

akta.pro rank

Product category

Multi Family Office Wealth Management

SIC

Finance Services (6199), Services-Management Services (8741)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Wealth management services
• Multi family office
• Asset management
• Financial planning
• Investment management

Headquarters

HQ city

Rio De Janeiro

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, Others

Revenue model

1. Wealth Management Fees: Remuneration comes exclusively from wealth management services and third-party asset management activities. Fees are calculated as a percentage of the amount of resources invested by clients in investment funds under Alocc's management. Alocc does not receive rebates from investment funds it manages; all benefits return to the investment funds. Alocc is not compensated for the distribution of fund quotas, as distribution is considered a means to the core activity of third-party asset management.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Alocc is a Multi Family Office that delivers comprehensive wealth management to high-net-worth Brazilian families, centered on its proprietary registered Método Alocc® methodology. Core services include Patrimonial Management (Gestão Patrimonial), Third-Party Resource Management (Gestão de Recursos de Terceiros) through investment funds, and Patrimonial and Financial Planning, all oriented toward long-term wealth duration and preservation of family living standards rather than market-driven returns.

Product overview

Alocc – Gestão Patrimonial is a Multi Family Office (MFO) that provides comprehensive wealth management services to Brazilian families. The company operates as a single unified offering centered on its proprietary "Método Alocc®" methodology, complemented by three core services: Patrimonial Management, Third-Party Resource Management through investment funds, and Patrimonial and Financial Planning. The company focuses on building exclusive strategies based on each client's reality to preserve wealth and sustain their standard of living over time, rather than following traditional market-driven investment approaches.

Differentiator

Problem solved

Functional benefit

Brands

• Método Alocc®: Proprietary wealth allocation and investment methodology developed by the firm, registered and patented.

Products and services

• Gestão Patrimonial (Patrimonial Management)

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• TNA Gestão PatrimonialminorStrategic or Co-development PartnerAlocc operates 'em sociedade com a TNA Gestão Patrimonial' (in partnership with TNA Gestão Patrimonial), indicating a collaborative relationship in the wealth management sector. Details of the partnership scope are not extensively documented in available sources.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Patria Investimentos: Latin American alternative asset manager with a dedicated private wealth and family office solutions arm (including Hedging-Griffo). Competes with Alocc for HNW mandates in Brazil and provides institutional scale and product breadth Alocc cannot match directly.
• Vinci Partners: Brazilian alternative investment and wealth management platform listed on Nasdaq. Serves HNW families and institutional clients with a broader product set (private equity, credit, infrastructure) but overlaps with Alocc in family-office-style advisory and AUM-linked fees.
• BTG Pactual (Wealth Management): Brazil's largest independent investment bank with a sizable wealth management division serving HNW and ultra-HNW clients. Comparable end-customer and AUM-based revenue model, but operating at much larger scale and with broader product capabilities.
• Itaú Private Bank: Largest private banking franchise in Brazil, part of Itaú Unibanco. Serves HNW and ultra-HNW families with discretionary management, advisory, and credit — overlapping with Alocc's planning and portfolio management offerings, though embedded in a much broader bank.
• XP Inc. (Wealth Advisory): Brazil's largest independent financial services platform, operating a nationwide network of advisors (XP Advisors, Modal, Rico) serving mass-affluent and HNW clients. Comparable end-customer and recurring AUM-linked revenue model, with significantly greater scale and product breadth.

Direct peers

• Hedging-Griffo: Brazilian independent wealth management firm historically focused on serving HNW families and family offices, closely comparable to Alocc in target customer, fee-based AUM model, and multi-family-office-style offering. Now part of Patria Investimentos but operates as a distinct wealth brand.
• Truxt Investimentos: Brazilian independent wealth manager focused on HNW clients through a network of advisors under a proprietary methodology, with presence across multiple Brazilian cities. Direct comparable to Alocc in advisor-network distribution and AUM-based fees.
• Constellation Investimentos: Brazilian wealth manager built around a network of independent financial advisors serving HNW clients under a proprietary methodology. Highly comparable to Alocc's Planejadores model and asset-allocation philosophy.
• Gávea Investimentos: Brazilian alternative asset manager and wealth management firm founded by former central bank economists. Comparable to Alocc in targeting sophisticated Brazilian families and offering investment solutions with an institutional governance framework.

Emerging players

• Genial Investimentos (Private): Brazilian financial platform with a growing private wealth and family office vertical, serving HNW clients via advisors and proprietary products. Comparable AUM-linked revenue model with a more tech-enabled distribution approach and broader product shelf.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@aloccgestaopatrimonial
• LinkedInlinkedin.com/company/alocc-aloca-o-patrimonial
• Instagraminstagram.com/aloccgestao
• Xx.com/aloccgestao

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 Alocc