Sul America Investimentos Distribuidora De Titulos E Valores Mobiliarios

What Sul America Investimentos Distribuidora De Titulos E Valores Mobiliarios does

SulAmérica Investimentos Distribuidora De Titulos E Valores Mobiliarios is a Brazilian asset management company operating as part of the SulAmérica Group, a diversified financial services conglomerate. Incorporated in 1996 through the acquisition of Brasilpar Asset Management by Banco SulAmérica, the firm manages approximately R$46 billion in assets across fixed-income, multimarket, equity, foreign exchange, credit, pension (previdência), and ESG-themed funds, including the recently launched listed infrastructure fund SUIN11. The firm serves institutional investors (pension funds, insurance companies, social security institutes, corporates), external distributors (financial institutions, family offices, brokerages, autonomous agents), high-net-worth individuals under the Prestige segment, and international investors. Distribution is multi-channel: direct institutional sales, an autonomous agent network, partner financial institutions (Itaú BBA, BBI/Bradesco, UBS), and an online account platform at sulamerica.orama.com.br.

The firm's core technology and intellectual property reside in portfolio management strategies (Long & Short, Absoluto, Dividends, Expertise, Inflatie, Tático, SUIN11 Infra CDI) and an integrated research/marketing apparatus that publishes daily 'Hoje na Economia' reports, monthly performance panoramas, manager commentary, and ESG content. Product platforms are organized around CVM-regulated fund categories (fixed-income with ≥80% in qualifying securities, equity with ≥67% in exchange-listed shares, multimarket seeking returns above CDI), private credit allocation (over R$5.4 billion in infrastructure issuers), and incentivized infrastructure debentures under Law 12.431/2011. Operational quality is signaled by a 10-year consecutive S&P AMP-1 Very Strong rating and PRI signatory status since 2009.

Revenue is generated from recurring management and administration fees on AUM — for example, SUIN11 charges 0.90% per annum with no performance fee — plus pension plan management fees. Profitability disclosed in fund materials is net of administration and performance fees. Pricing is subscription-based and AUM-linked, typical for the asset management industry, with no disclosed subscription or transactional revenue. No direct revenue figure, headcount (beyond what appears to be an entity-level registration of 5), or funding history is available in the source data.

Name

Sul America Investimentos Distribuidora De Titulos E Valores Mobiliarios

Legal name

Sul América Investimentos Gestora de Recursos S.A.

Website

https://sulamericainvestimentos.com.br

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

SulAmérica Investimentos is a Brazilian asset manager (R$46B AUM) offering fixed-income, multimarket, equity, credit, pension, and listed infrastructure funds to institutional investors, corporate clients, HNW individuals (Prestige), and international investors via multi-channel distribution.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industries

OCIO Providers (Outsourced CIO) (FSAAAGAH), OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

Keywords

• Asset management services
• Investment fund management
• Fixed income funds
• Pension fund management
• Private credit management

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Fund Management Fees: Revenue generated from management fees charged on investment funds. Fees typically include administration fees (e.g., 0.90% p.a. for SUIN11) and may include performance fees based on fund returns. Profitability disclosed is already net of administration, performance fees and other relevant fund costs.
2. Pension Plan Management Fees: Revenue from managing open pension plans (previdência) with various fund options and risk profiles for individual investors.
3. Listed Infrastructure Fund Distribution: Distribution revenue from listed infrastructure fund (SUIN11) with administration fee of 0.90% p.a. and monthly dividend distribution to investors.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

SulAmérica Investimentos is a Brazilian asset manager that manages investment funds across multiple asset classes — fixed-income, multimarket, equity, and foreign exchange — alongside open pension plans (Previdência), private credit portfolios, and ESG-themed funds. The firm manages R$46 billion in assets for institutional investors (pension funds, insurance companies, social security institutes), corporate clients, high-net-worth individuals (Prestige segment), and international investors, distributed through direct institutional sales, autonomous agents, partner financial institutions, and an online platform.

Product overview

SulAmérica Investimentos is a Brazilian asset management company offering a comprehensive investment platform with multiple fund categories including fixed-income, foreign exchange, multimarket, and equity funds, as well as pension/social security products and ESG-themed credit funds. The company manages R$46 billion in assets and operates through mutual and exclusive fund structures. Key products include the listed infrastructure fund SUIN11, various ESG credit funds, and traditional investment funds. The company serves institutional investors, pension funds, insurance companies, family offices, high-income individuals, and international investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed-Income Funds

Quantifiable outcome

• R$46 billion in assets under management, one of Brazil's largest independent asset managers
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Nine partnerships are on record, tiered major and minor.

• Itaú BBAmajorChannel Partner/ Reseller/ Distributor · 1 January 2025Lead coordinator for SUIN11 infrastructure fund distribution. Website: https://www.itau.com.br/itaubba-pt/ofertas-publicas
• BBI (Bradesco)majorChannel Partner/ Reseller/ Distributor · 1 January 2025Lead coordinator for SUIN11 infrastructure fund distribution. Website: https://www.bradescobbi.com.br/
• UBSmajorChannel Partner/ Reseller/ Distributor · 1 January 2025Lead coordinator for SUIN11 infrastructure fund distribution. Website: https://www.ubs.com/br/en/ubsbb-investment-bank
• Banco FatorminorChannel Partner/ Reseller/ Distributor · 1 January 2025Market maker for SUIN11 listed infrastructure fund, facilitating secondary market trading on B3.
• ABS Investment ManagementminorStrategic or Co-development Partner · 1 January 2015Partnership with ABS Investment Management to launch the 'Sul América ABS FIA IE' fund in 2015.
• Franklin TempletonmajorStrategic or Co-development Partner · 1 January 2014Partnership in 2014 to launch the 'Sul América Franklin Templeton FIM IE Fund', combining SulAmérica's local market expertise with Franklin Templeton's global investment capabilities.
• TarponminorStrategic or Co-development Partner · 1 January 2010New positioning of the group's brand in 2010 with partnership with Tarpon for investment management collaboration.
• Principles for Responsible Investment (PRI)majorOthers · 1 January 2009SulAmérica Investimentos has been a signatory to the UN-supported Principles for Responsible Investment since 2009. PRI currently has more than 1,500 signatories in over 50 countries, totaling US$60 trillion in assets. Signatory commitment includes adopting ESG principles in investment practices.
• ING Investment ManagementmajorStrategic or Co-development Partner · 1 January 2002Sul América Group's joint venture with ING in 2002, with SAMI's merger with ING Investment Management. Changed brand after merger in 2003.

Scale indicators9 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Verde Asset Management: Independent Brazilian asset manager known for macro and multi-strategy funds. Comparable to SulAmérica in targeting institutional and HNW clients with active, benchmark-agnostic strategies.
• Itaú Asset Management: Largest asset manager in Brazil, part of Itaú Unibanco. Competes head-to-head with SulAmérica in fixed income, multi-asset, equity, and pension products, with the structural advantage of a captive banking distribution network.
• Votorantim Asset Management (VAM): Independent Brazilian asset manager with a multi-channel institutional and retail franchise. Closely comparable to SulAmérica in size, product breadth (fixed income, multi-asset, equity, credit), and target customer mix.
• Santander Asset Management Brasil: Brazilian asset management arm of Santander, with significant institutional and retail AUM. Direct competitor in fixed income, multi-asset, and pension mandates, leveraging Santander's banking distribution.
• Bradesco Asset Management (Bram): Asset management arm of Bradesco, one of Brazil's top three managers by AUM. Direct competitor in institutional mandates, retail fund distribution via Bradesco's branch network, and pension products.
• XP Asset Management: Asset management arm of XP Inc., the dominant Brazilian wealth-tech platform. Competes in retail and HNW fund distribution with a digital-first, advisor-led model that increasingly targets the same Prestige and institutional segments as SulAmérica.
• Kinea Investimentos: Brazilian alternative asset manager owned by Itaú. Competes with SulAmérica in private credit, infrastructure, and multi-strategy products, with a particularly strong footprint in infrastructure-related vehicles.
• BTG Pactual Asset Management: Investment management arm of BTG Pactual, Brazil's largest independent investment bank. Competes directly in multi-asset, equity, credit, and infrastructure strategies, with strong institutional and high-net-worth distribution.

Emerging players

• Franklin Templeton Brasil: Global asset manager with a Brazilian operation; previously partnered with SulAmérica in 2014 to launch a joint FIM IE fund. A relevant peer in the international/EM equity and credit segments targeting Brazilian institutional and HNW investors.

Broad incumbents

• BlackRock Brasil: Brazilian presence of the world's largest asset manager. Competes with SulAmérica in institutional fixed income and equity products, and increasingly in ESG and infrastructure credit where it leverages global scale and brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sul-america-investimentos-distribuidora-de-titulos-e-valores-mobiliarios

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 Sul America Investimentos Distribuidora De Titulos E Valores Mobiliarios