Lifetime Asset Management
Lifetime Asset Management is a São Paulo-based independent asset manager founded in 2011, operating as a family office within the Lifetime Investimentos conglomerate to serve high-net-worth families with four regulated investment funds distributed via global private banking platforms.
- Company typePrivate
- Founded2011
- HeadquartersSão Paulo, Brazil
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Lifetime Asset Management does
Lifetime Asset Management (legal entity LIFETIME GESTORA DE RECURSOS, CNPJ 26.454.342/0001-75) is a São Paulo-based independent asset manager founded in 2011 and operating within the broader Lifetime Investimentos conglomerate. The firm functions as a family office targeting high-net-worth families and family groups, offering comprehensive wealth management solutions that integrate asset management, estate and heritage planning, and broader conglomerate services including multi-family office, corporate advisory, FX, and investment banking.
The core product surface consists of four regulated Brazilian investment funds: Lifetime Balanced (FIC FIM), a multi-market fund employing a dynamic and active asset allocation strategy; Titanium High Yield (FIM CP IE), a private credit fund targeting returns exceeding 100% of CDI; Sumauma Long Biased, a multi-market fund with a long-biased equity stance using derivatives primarily for protection; and Sumauma Long Only (FIC FIA), a pure equity fund without derivative use or leverage. The underlying platform supports continuous manager and strategy selection, with portfolio construction adjusted to market conditions and investment horizons.
The business model is a subscription/recurring revenue structure based on management fees on assets under management. Distribution is sales-led and relationship-driven, combining direct HNW family advisory with channel distribution through major global private banking platforms. Fund administration and fiduciary services are outsourced to BTG Pactual (primary) and Planner Corretora (alternative), and the firm operates as an authorized representative (preposto) of Banco BTG Pactual S.A. The firm is regulated by CVM and compliant with ANBIMA standards, and has 23 employees with no disclosed revenue or AUM figures.
Lifetime Asset Management firmographics
Firmographics- Name
- Lifetime Asset Management
- Legal name
- LIFETIME GESTORA DE RECURSOS
- Website
- https://lifetimeasset.com.br
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Lifetime Asset Management is a São Paulo-based independent asset manager founded in 2011, operating as a family office within the Lifetime Investimentos conglomerate to serve high-net-worth families with four regulated investment funds distributed via global private banking platforms.
- Ownership category
- akta.pro rank
Lifetime Asset Management industry classification
Industry- Product category
- Wealth Management / Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Lifetime Asset Management is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Lifetime Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Asset Management Fees: Generates revenue through management fees on investment funds under management including Lifetime Balanced (FIC FIM), Titanium High Yield (FIM CP IE), Sumauma Long Biased, and Sumauma Long Only (FIC FIA). Acts as an independent asset manager within the Lifetime conglomerate.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Lifetime Asset Management product offering
Product offeringCore offering
Lifetime Asset Management is an independent Brazilian asset manager that manages four open investment funds (Lifetime Balanced, Titanium High Yield, Sumauma Long Biased, and Sumauma Long Only) and operates as a family office serving high-net-worth families. The firm provides integrated wealth management solutions including fund management, estate planning, and investment advisory, distributed through major private banking platforms with BTG Pactual and Planner Corretora as fiduciary administrators.
Product overview
Lifetime Asset Management operates as a unified wealth management platform offering four distinct investment funds as its core product suite. The portfolio includes Lifetime Balanced (FIC FIM) for dynamic multi-market asset allocation, Titanium High Yield (FIM CP IE) for credit market investments, Sumauma Long Biased for variable income with derivative protection, and Sumauma Long Only (FIC FIA) for pure equity positions. These funds are managed by a dedicated team and administered through fiduciary partners BTG Pactual and Planner Corretora, positioning the firm as a family office with complete solutions for family wealth management and planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Lifetime Balanced (FIC FIM)
Quantifiable outcome
- Investment funds targeting performance above market benchmarks (e.g., Titanium High Yield targeting >100% CDI)
Companies that use Lifetime Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Lifetime Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Lifetime Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- BTG PactualcoreBTG Pactual serves as the main banking partner and fiduciary administrator for Lifetime Asset Management funds. Lifetime operates as a representative (preposto) of Banco BTG Pactual S.A. in the financial market.
- Planner Corretora de Valores S.A.corePlanner Corretora de Valores S.A. serves as an alternative fiduciary administrator for Lifetime Asset Management investment funds, providing independent fund administration services.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Lifetime Asset Management competitors and assessment
Company assessmentDirect peers
- Kapitalo Investimentos: Independent Brazilian macro and multi-asset manager with HNW and institutional focus. Comparable in strategy breadth and independent positioning to Lifetime.
- SPX Capital: Independent Brazilian asset manager running multi-strategy and equity funds. Directly comparable in product mix and independent distribution model.
- Genoa Capital: Brazilian independent asset manager focused on credit and special situations funds. Comparable to Lifetime's Titanium High Yield credit strategy and HNW distribution.
- Verde Asset Management: One of Brazil's largest independent asset managers, running multi-strategy and credit-oriented funds for HNW and institutional clients. Directly comparable to Lifetime as an independent Brazilian gestora with multi-fund offerings and a similar client base.
- ARX Investimentos: Brazilian independent asset manager with discretionary multi-asset and equity strategies. Highly comparable business model to Lifetime's open-platform, model-driven fund lineup.
Broad incumbents
- BTG Pactual Asset Management: Largest private investment bank in Latin America and Lifetime's primary fiduciary partner. Comparable as a Brazilian asset management platform with multi-strategy funds, though at vastly greater scale.
- XP Inc. Largest independent Brazilian wealth platform, offering proprietary and third-party asset management products. Comparable to Lifetime in HNW focus but vastly larger scale and broader product set.
- Bradesco Asset Management: Major Brazilian asset manager affiliated with Bradesco. Comparable multi-fund offering and HNW reach via private banking, but with bank-captive scale and distribution.
- Itaú Asset Management: One of Brazil's largest asset managers, part of Itaú Unibanco. Overlapping multi-strategy product universe and HNW distribution, but operating at captive bank scale.
Emerging players
- Vista Capital: Independent Brazilian asset manager with discretionary multi-strategy funds. Comparable emerging-positioning player in the same independent Brazilian asset management niche as Lifetime.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Lifetime Asset Management social profiles
Digital presenceLifetime Asset Management compliance and trust
Trust signalCompliance3 records
Lifetime Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lifetime Asset Management leadership team
Management profileNumber of profiles
Lifetime Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lifetime Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lifetime Asset Management
What does Lifetime Asset Management do?
Lifetime Asset Management is an independent Brazilian asset manager that manages four open investment funds (Lifetime Balanced, Titanium High Yield, Sumauma Long Biased, and Sumauma Long Only) and operates as a family office serving high-net-worth families. The firm provides integrated wealth management solutions including fund management, estate planning, and investment advisory, distributed through major private banking platforms with BTG Pactual and Planner Corretora as fiduciary administrators.
Is Lifetime Asset Management a public or private company?
Lifetime Asset Management is a private company. It is classified as unknown and is currently operating.
When was Lifetime Asset Management founded?
Lifetime Asset Management was founded in 2011. It employs 11 to 50 people.
Where is Lifetime Asset Management based?
Lifetime Asset Management is headquartered in São Paulo, Brazil, in the Latin America region.
How does Lifetime Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are Lifetime Asset Management's main competitors?
Direct peers on record are Kapitalo Investimentos, SPX Capital, Genoa Capital, Verde Asset Management and ARX Investimentos. Broad incumbents are BTG Pactual Asset Management, XP Inc., Bradesco Asset Management and Itaú Asset Management. Vista Capital is listed as an emerging player.
Does Lifetime Asset Management have an API?
No public API is recorded for Lifetime Asset Management.
What industry is Lifetime Asset Management in?
Lifetime Asset Management's product category is Wealth Management / Asset Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6199.