Family Offices in Latin America

Acuitas Investments, LLC is an investment management firm specializing in identifying unique investment opportunities within inefficient global small and microcap markets. The firm employs a multi-manager approach across its strategies, which include U.S. Microcap, Small Cap, International Small Cap, and Emerging Markets Small Cap equities. Their investment philosophy is rooted in the belief that certain markets are inherently less efficient, offering skilled investment managers the opportunity to generate best-in-class returns.Founded in 2011 by Christopher D. Tessin and Dennis Jensen, Acuitas Investments was established on the core principles of exceptional research, a commitment to investment excellence, and superior client service. The firm's partners are invested alongside their clients, ensuring alignment of interests. They emphasize the importance of dedicated resources for identifying and monitoring early life-cycle, high-conviction investment managers, particularly in less efficient market segments.While Acuitas Investments primarily focuses on managing multi-manager funds, their portfolio holdings, as disclosed in SEC filings, have included public equities such as RADCOM Ltd., Solaris Oilfield Infrastructure, Inc., Marchex, Inc., Silicom Ltd., and Alpha and Omega Semiconductor Limited. The firm's research approach is fundamentally based, forward-looking, and supplemented by quantitative analysis, with a focus on robust idea generation and deep qualitative research into investment teams.The leadership team includes founders Christopher D. Tessin, who serves as Managing Partner and Lead Portfolio Manager, and Dennis Jensen, who is a Partner and the Director of Research. Both have extensive backgrounds in asset management and investment research, including significant tenures at Russell Investments. Other key team members include Doug Porter, Senior Research Analyst and Portfolio Manager for international and emerging markets small cap portfolios, Lisa Thenell, Chief Compliance Officer and Chief Operating Officer, and Matt Nieman, Portfolio Manager for U.S. Microcap portfolios and Senior Research Analyst.

Atlan Family Office is an independent global investment firm established in 2015, building upon over two decades of experience in the wealth management industry. The firm is dedicated to providing holistic and long-term wealth management services to individuals, families, and foundations, primarily across Europe and Latin America. Their core mission revolves around supporting clients in the preservation and growth of their wealth through strategic and well-organized approaches.The firm's founding in 2015 marked a strategic reorientation of its work, aiming to offer comprehensive advice on structuring and optimizing large private assets. This includes a focus on investment advice, investment, and financial portfolio management. Atlan Family Office emphasizes a broad perspective on the macroeconomic environment, considering all relevant asset classes to optimize risk-adjusted returns for its clientele.While Atlan Family Office focuses on wealth management and advisory services, specific notable direct investments or portfolio companies are not publicly disclosed, which is common for family offices that often operate with discretion. The firm leverages an international network and various partners to provide access to best-in-class products and solutions, operating on an open and independent architecture and selection process.The experienced team at Atlan Family Office works in close partnership with clients to develop personalized financial strategies, support their implementation, and achieve individual financial goals. Their expertise extends to assisting clients with complex matters such as succession planning, wealth redistribution, and cross-jurisdictional issues. The firm maintains excellent contacts with independent third-party providers to ensure a comprehensive advisory approach.

Bagnols Family Office Investment Partners is a single-family office based in New York City, New York, established in 2017. The firm operates as a private equity investor, focusing on privately held companies with strong growth prospects. Their investment philosophy emphasizes partnering with existing founders and management teams who wish to retain substantial ownership, reflecting a bullish long-term outlook on their businesses. Bagnols is flexible in its deal structures, engaging in both minority growth equity investments and traditional control buyouts.The firm's investment criteria include companies generating $10-$30 million in EBITDA and possessing successful business models that yield high returns on capital. Bagnols actively seeks opportunities to enhance organic growth through strategic, accretive acquisitions. With a patient, long-term capital approach, the family office aims to hold investments longer than many traditional private equity funds, allowing capital to compound and maximize returns over extended periods. Equity investments typically range from $10 million to $100 million per deal, with the most frequent investment size being $25 million to $50 million.Bagnols Family Office Investment Partners has a portfolio that includes companies such as Voyager Global Mobility, Terravet, and GCOM. Voyager Global Mobility is an operator focused on supplying vehicles to the smart mobility industry, including ride-sharing and micro-mobility solutions in the USA and Latin America. Terravet specializes in real estate solutions for veterinary properties, owning a significant portfolio across numerous states.The firm was founded by Sam Levine, an experienced private equity investor with over 25 years in middle-market companies. Prior to establishing Bagnols Family Office, Mr. Levine held leadership roles as Head of Private Equity at Roundtable Investment Partners, Head of Private Capital at Blue Mountain Capital, and Co-Head of Private Equity at Eos Partners. His extensive industry experience spans business services, industrial services, health care services, transportation and logistics, finance companies, consumer, and pet care sectors.

Beamonte Investments is a global single-family office established in 2000, specializing in private equity and structured lending. The firm operates as both a principal and agent, having executed transactions exceeding US$8 billion across diverse industries and geographical regions. Their investment philosophy centers on long-term value creation and disciplined practices, positioning them as an agile capital partner for growth-oriented companies. Beamonte Investments is distinguished by its independence from outside limited partners, which grants it the flexibility to act swiftly and strategically in unique situations, unconstrained by traditional mandates or fundraising cycles.The firm actively invests in private growth companies, prioritizing those with predictable, recurring revenue streams, strong capital efficiency, and robust competitive advantages. Beamonte Investments adopts a hands-on approach, collaborating closely with entrepreneurs and management teams to implement best practices, scale operations, and navigate complex market environments. Their engagement post-investment is deep, working alongside leadership to define long-term roadmaps and carefully selecting board members who serve as trusted advisors, fostering constructive dialogue for better decision-making.Beamonte Investments focuses on building enduring, scalable platforms that deliver consistent, risk-adjusted returns, emphasizing patience, partnership, and value creation over quick exits. Their sector interests span Media, Financial Services & Fintech, Healthcare, Healthtech & Medtech, Technology, Software & Gaming, Business Services, Real Estate, Education & Edtech, and Manufacturing. The firm maintains offices in New York, Mexico City, London, and Madrid, enabling them to source and execute transactions across North America, Latin America, and Europe, with particular expertise in underserved and fragmented markets where operational insight and patient capital can generate significant value.Luis F. Trevino serves as a Senior Managing Director at Beamonte Investments and leads the private equity arm, Beamonte Capital Partners, which focuses on opportunities in Latin America. He also presides over Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investments in Mexico. Trevino's extensive background includes investment banking, private equity, strategic consulting, and corporate finance advisory, with significant experience in leveraged finance, distressed debt, and cross-border transactions in the US and Latin America. He has been involved in structuring numerous debt transactions across various industries, including health, IT, and pharmaceuticals.

GBM Family Office, operating under the Grupo Bezerra de Menezes, is a single-family office established in 2014. The firm emerged following the divestment of a national bank, and it is structured to engage institutionally in both financial and alternative investments. Through its management company, Taiba Investimentos, GBM Family Office manages exclusive funds, focusing on the perpetuation of the family's legacy through strategic wealth management.The firm's investment strategy spans several key areas. In Real Estate, GBM Family Office actively seeks opportunities for value generation through the acquisition, management, and development of properties. Their Private Equity arm focuses on identifying and capitalizing on high-growth companies across various sectors, working actively to ensure their long-term success. Additionally, the firm is involved in Private Credit, providing financing for operations and companies of diverse sizes and industries.GBM Family Office's portfolio demonstrates a diversified approach, including investments in companies like Ademicon (consortium administration), Tania Bulhões (luxury home goods and perfumery), Asaas (fintech solutions for financial management), Solinftec (AI and SaaS for agribusiness), Beontag (graphic materials, RFID, and IoT solutions), Cabana Burger (burger chain), and Maquira (dental materials). The firm also has dedicated entities such as GBM Patrimonial, which handles property leasing and administration, and GBM Urbanismo, focused on urban development projects. They operate both within Brazil and internationally, often co-participating with other groups in origination and investment.Beyond its investment activities, GBM Family Office is committed to social responsibility through the Casa do Idoso - Associação Assistencial José Bezerra de Menezes. This initiative, active since 1994, provides a home and comprehensive support for over 50 elderly individuals in Juazeiro do Norte-CE, offering social, health, educational, professional, cultural, and emotional assistance.

Jolimont Global is an investment firm specializing in high-growth mining equipment, technology, and services (METS) companies. The firm focuses on identifying and supporting emerging technologies and innovative ideas within the mining sector, aiming to enhance productivity, reduce costs, and promote environmental sustainability. Their investment strategy encompasses various stages, from early-stage venture capital to growth and late-stage rounds, with typical deal sizes ranging between $15 million and $20 million.Founded in 2003 as Jolimont Capital by Lex McArthur and Charles Gillies, the firm later became Jolimont Global Mining Systems. In September 2019, Jolimont Global Mining Systems Pty Ltd was acquired by Resource Capital Funds (RCF), a prominent private equity investor in the metals and mining sector. Following the acquisition, the principals of Jolimont Global Mining Systems now manage the RCF Innovation team, overseeing funds such as RCF Jolimont Mining Innovation Fund II, which continues the focus on mining innovation.Jolimont Global, through its various iterations and its current integration with Resource Capital Funds, has a track record of investing in companies that bring transformative solutions to the mining industry. Notable investments include SciAps, a manufacturer of high-performance handheld instrumentation, and Rail-Veyor Technologies Global Inc., an autonomous materials handling specialist. The firm's portfolio companies often contribute to key industry trends such as electrification, automation, and decarbonization in mining operations.The firm's leadership, including founders like Charles Gillies and Lex McArthur, brings extensive commercial experience in mining, technology, private equity, and finance. This deep industry expertise allows Jolimont Global to provide not only capital but also strategic guidance and capabilities to its portfolio companies, accelerating the commercialization of new technologies globally. The team actively scans and evaluates mining technology products and services from around the world, maintaining relationships with leading research institutions and universities.

JPK Capital is a family office led by serial entrepreneur Joe Poulin, dedicated to partnering with forward-thinking entrepreneurs and companies that aim to build a sustainable future. The firm is driven by values of curiosity, ingenuity, and creating sustainable, positive change. They invest globally in startups, scale-ups, and public and private equities, seeking to make positive changes that move the world in the right direction.Founded in 2017, JPK Capital's investment approach is deeply influenced by its leadership's lived experience as operators and partners. Joe Poulin, the firm's founder, previously built and grew Luxury Retreats into a leading villa rental company before its acquisition by Airbnb in 2017. This background provides JPK Capital with a uniquely founder-friendly perspective, offering valuable knowledge, insight, and an unparalleled network to support its portfolio companies.The firm has powered more than 80 teams around the world, with investments spanning various stages from seed to growth rounds. Notable portfolio companies include Figment, a blockchain infrastructure and software provider, and Onward, a technology company focused on digital solutions for behavioral change. JPK Capital's portfolio also features investments in well-known companies such as DraftKings, Airbnb, Palantir, Clearco, Udemy, and Skillz, demonstrating a broad interest across high-growth technology and consumer sectors.JPK Capital's team, comprising experienced partners like Joe Poulin, Mark J. Coleman, Vicky Bathija, Vassilis Stachtos, Kimberly Small, Rey Calcano, Gian Carlo Di Tommaso, Justin Fridman, and Philip Eaton, leverages its collective expertise to elevate the next generation of entrepreneurs. The firm maintains offices in key global hubs, including New York, Montreal, and Barbados, facilitating a wide reach for its investment activities.

Serficom Family Office Brasil Gestao de Recursos is a multi-family office based in Rio de Janeiro, Brazil. The firm provides a full range of wealth management services including asset management, financial planning, and investment advisory for high-net-worth families.Serficom Family Office Brasil is affiliated with Serficom Family Office S.A., a Geneva-based multi-family office founded in 1984, which has operations spanning Europe, Asia, and Latin America. The Brazilian entity focuses on managing and growing family wealth in the Latin American market.

Spell Capital Partners, LLC is an established investment firm specializing in private equity, with a focus on acquiring controlling interests in well-managed, historically profitable industrial manufacturing businesses. The firm targets companies within the lower middle market, emphasizing sectors such as plastics, capital equipment, packaging, precision metal fabrications, and various commercial products and services. Spell Capital collaborates closely with management teams, leveraging its expertise in acquisitions and financing to foster both internal growth and expansion through add-on acquisitions.Founded in 1988 by William "Bill" Spell, the firm has accumulated over 35 years of successful private equity investment experience. Initially managing both private equity and mezzanine capital, Spell Capital's mezzanine lending and secondary-investment business was sold in the summer of 2022 and subsequently renamed NorthCoast Mezzanine as part of Mr. Spell's succession planning strategy. Currently, new control equity deals are primarily funded by the Spell Family Office, following the investment of its fifth private equity buyout fund, Spell Capital Partners Fund V.Spell Capital Partners has a track record of strategic acquisitions and divestitures. Recent activities include the acquisition of MacDonald & Owen in March 2026 and All Star Corrugated in June 2024. Notable sales include Norshield Security Products in December 2024 and Complete Packaging in March 2024. The firm's portfolio has included diverse industrial companies such as Precision Production, Atlas Wire, LLC, Diamond Graphics, Durocolour, Northwood Foods, and Patriot Armor.The firm's investment professionals are recognized for their diverse backgrounds, successful investment track records, and extensive business networks. They bring long-standing experience in investing in lower middle market companies across various economic cycles. The team, led by Founder and President Bill Spell, includes key members such as Andrea Nelson (Chief Operating Officer/CFO), Jim Rikkers (Senior Managing Director), and Harry Spell (Managing Director), among others. They are committed to open communication, timely feedback, and a flexible approach to structuring transactions to meet the needs of sellers and drive long-term value creation.

Ventura Family Office is an investment firm that operates as a family office, leveraging over 50 years of entrepreneurial and business expertise. The firm is dedicated to creating value by focusing on strong values, aiming to generate a positive societal impact and perpetuate its family legacy. They partner with founders and general managers, providing not only capital but also a wide network of contacts, firsthand expertise across more than 14 countries, and strategic guidance to foster the growth of successful and profitable businesses.The family office was established in 2015, building upon a rich history that began 50 years prior with two serial entrepreneurs in Colombia. This entrepreneurial journey led to the creation of an industry-leading family-owned business, including a contract staffing company and a major BTL agency. Ventura Family Office emerged as a vehicle to maintain and expand this family and business footprint, evolving into an ecosystem that spans from the U.S.A to Chile.Ventura Family Office seeks out amazing teams with solid values, a clear purpose to contribute to societal well-being, and a deep understanding of real problems they are solving. They are particularly interested in business models with global scalability. Their portfolio includes investments in digital businesses at an early stage with high growth potential, private equity, capital market investments, real estate assets, and emerging areas like crypto native companies (Web 3.0). Notable companies they have supported include Symplifica, FAVIK, Aptuno, getontop.com, mezubo, Sensebox, Loro, Protalento, and torre.co.The firm prides itself on being 'smart capital,' offering a robust administrative, financial, and accounting back office to support entrepreneurs in non-strategic yet crucial processes. The team, including CEO & Managing Partner Juan Fernando Jiménez, Financial and Administrative Coordinator Viviana Montaño, and Entrepreneur in Residence Juan Manuel Saravia, is committed to empowering entrepreneurs through local and global networks, sharing their extensive knowledge and experience.