Company lists · Data refreshed September 2026

Top 25 Heritage asset management firms based in Brazil

Name: Heritage asset management firms based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 84 companies tracked

RevenueBase identified 84 heritage asset management firms headquartered in Brazil as of September 2026 and tracks 1,798 professional contacts across them, including 773 with verified work emails. Sao Paulo is the largest hub.

This list covers heritage asset management firms headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

84Companies

1,798Contacts tracked

773Verified emails

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The 25 largest heritage asset management firms based in Brazil

Ranked by team size

Top 25 of 84 heritage asset management firms based in Brazil, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to heritage asset management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	SPX Capital	Strong evidence	Rio De Janeiro, BrazilHQ checked Sep 16, 2026	201-500	313 contacts →
	Strong evidence “Founded in 2010, SPX Capital is one of the largest asset management companies in Brazil with around $9.4 bn AUM and about 250 professionals across offices in London, New York, Rio…” Source: RevenueBase Database · checked Sep 16, 2026
2	Opportunity Gestora	Indirect evidence	Ipanema, BrazilHQ checked Sep 16, 2026	201-500	243 contacts →
	Indirect evidence “Fundado em 1994, por Daniel Dantas e Dorio Ferman, o Opportunity é uma das primeiras empresas de gestão independente de recursos criadas no Brasil.” Source: RevenueBase Database · checked Sep 16, 2026
3	XP Asset Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	167 contacts →
	Indirect evidence “Nascemos em 2006, com a criação do clube de ações XP Investor, e ao longo dos anos consolidamos nossos processos, controles e governança.” Source: RevenueBase Database · checked Sep 16, 2026
4	RIO Bravo Investimentos	Partial evidence	São Paulo, BrazilHQ checked Sep 16, 2026	51-200	134 contacts →
	Partial evidence “Founded in Rio Bravo is an independent asset manager, focused on four investment strategies: real estate funds, fixed income, private equities and multimarkets.” Source: RevenueBase Database · checked Sep 16, 2026
5	Zangari Administradora	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	121 contacts →
	Indirect evidence “Somos uma família administrando os bens de outras famílias.” Source: RevenueBase Database · checked Sep 16, 2026
6	Somma Investimentos	Indirect evidence	Florianópolis, BrazilHQ checked Sep 16, 2026	51-200	96 contacts →
	Indirect evidence “A SOMMA Investimentos é uma gestora independente de recursos do Sul do país, com 23 anos de experiência e R$ 18 bilhões sob gestão.” Source: RevenueBase Database · checked Sep 16, 2026
7	TAG Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	86 contacts →
	Indirect evidence “Fundada em 2004, a TAG Investimentos é uma das cinco maiores gestoras de patrimônio independentes do Brasil, especializada na administração global do portfólio de famílias…” Source: RevenueBase Database · checked Sep 16, 2026
8	Intrabank	Strong evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	72 contacts →
	Strong evidence “O Intrabank administra investimentos e participações de seus acionistas e cotistas em asset management, real estate, private credit e distressed assets.” Source: RevenueBase Database · checked Sep 16, 2026
9	Capitânia Investimentos	Strong evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	47 contacts →
	Strong evidence “Founded in July 2003, CAPITÂNIA is an independent asset management and corporate advisory firm, based in São Paulo, Brazil.” Source: RevenueBase Database · checked Sep 16, 2026
10	M Square	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	37 contacts →
	Indirect evidence “A M Square é uma gestora de portfólios de investimentos globais para famílias e instituições que buscam perenizar seu legado com foco, inteligência e profundidade na escolha dos…” Source: RevenueBase Database · checked Sep 16, 2026
11	Oikos Wealth Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	36 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
12	RB Asset	Partial evidence	São Paulo, BrazilHQ checked Sep 16, 2026	51-200	32 contacts →
	Partial evidence “A RB Asset é uma gestora de recursos independente com duas décadas de história, focada nos setores imobiliário, crédito e infraestrutura.” Source: RevenueBase Database · checked Sep 16, 2026
13	Guardian Gestora	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	28 contacts →
	Indirect evidence “Fundada em 2020 por um grupo de profissionais com ampla experiência no mercado financeiro, de capitais e imobiliário, a Guardian Gestora é uma gestora de recursos independente com…” Source: RevenueBase Database · checked Sep 16, 2026
14	Encore Asset Management	Strong evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	20 contacts →
	Strong evidence “Asset Management Company based in São Paulo.” Source: RevenueBase Database · checked Sep 16, 2026
15	Citrino Gestão DE Recursos	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “A Citrino nasceu em 2013, como uma casa independente para oferecer todas as soluções, onshore e offshore, que uma grande família precisa.” Source: RevenueBase Database · checked Sep 16, 2026
16	Cantaria Conservação E Restauro	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
17	Galt Capital	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 16, 2026	11-50	12 contacts →
	Indirect evidence “A Galt Capital é uma gestora carioca de recursos fundada em 2007, focada em investimentos e soluções financeiras.” Source: RevenueBase Database · checked Sep 16, 2026
18	Nebraska Capital	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 16, 2026	1-10	12 contacts →
	Indirect evidence “Somos uma gestora de recursos independente focada em gerar valor para os nossos clientes.” Source: RevenueBase Database · checked Sep 16, 2026
19	GCS Capital	Strong evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	12 contacts →
	Strong evidence “A GCS Asset & Wealth Management é uma gestora independente, moderna e especialista em mercado imobiliário, agro, tecnologia e de capitais.” Source: RevenueBase Database · checked Sep 16, 2026
20	Quasar Asset Management QAM	Strong evidence	São Paulo, BrazilHQ checked Sep 16, 2026	51-200	12 contacts →
	Strong evidence “Em março/2024 a REAG Asset Management adquiriu a Quasar, integrando uma estrutura mais robusta com 6 diferentes estratégias de negócio - Crédito, Real Estate, Equity, Legal Claims…” Source: RevenueBase Database · checked Sep 16, 2026
21	Aurum Wealth Management	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “Transformando patrimônio em legado.” Source: RevenueBase Database · checked Sep 16, 2026
22	Rcap Asset	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “A RCap é uma empresa de gestão de ativos alternativos, focada especialmente em Private Equity, operações estruturadas e crédito privado imobiliário, formada por uma equipe…” Source: RevenueBase Database · checked Sep 16, 2026
23	Legado Asset Management	Strong evidence	Goiânia, BrazilHQ checked Sep 16, 2026	1-10	10 contacts →
	Strong evidence “LEGADO ASSET MANAGEMENT is an Asset and Portfolio Management company based out of Av.” Source: RevenueBase Database · checked Sep 16, 2026
24	QLZ Asset Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “A QLZ GESTÃO DE RECURSOS FINANCEIROS faz parte do GRUPO QLZ e dedica-se exclusivamente à gestão de recursos financeiros e possui profissionais com experiência em diversos…” Source: RevenueBase Database · checked Sep 16, 2026
25	Ulbrex Capital	Strong evidence	São Paulo, BrazilHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “Founded in 2016, Ulbrex is an Asset Management and Advisory Firm focused on Real Estate Assets.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: heritage asset management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names heritage asset management firms.
Partial evidence: Its own public description names part of heritage asset management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name heritage asset management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 84 heritage asset management firms based in Brazil

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Heritage asset management firms based in Brazil at a glance

As of Sep 16, 2026

43.0%Verified-email coverage

21.4Average contacts per company

1-10Median size (employees)

56.0%Largest-city concentration · Sao Paulo

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 84 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among heritage asset management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brazil whose own description of what they do matches “heritage asset management firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names heritage asset management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among heritage asset management firms, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 773 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Heritage asset management firms by metro

Heritage asset management firms in Sao Paulo47

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names heritage asset management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many heritage asset management firms are there based in Brazil?

RevenueBase identified 84 heritage asset management firms headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

SPX Capital, headquartered in Rio De Janeiro, tops this list with the largest team on record.

Which city has the most heritage asset management firms?

Sao Paulo leads with 47 headquartered companies, followed by Rio De Janeiro (6) and Belo Horizonte (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 773 verified decision-maker contacts tracked across these 84 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.