Alocc
Also known as Alocc Gestão Patrimonial Ltda.
Rio de Janeiro multi-family office founded in 2003 (office in São Paulo); fee-only planning for families and fund-of-funds vehicles built from selected external managers.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Rio de Janeiro, Brazil
- OFFICES
- São Paulo, Brazil
- FOUNDED
- 2003
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- ROUTES
- Funds (as LP)
Overview
Alocc Gestão Patrimonial is a multi-family office in Rio de Janeiro with an office in São Paulo, founded in 2003 by a small group of professionals around founder Ricardo Taboaço. It analyses and plans the whole economic life of client families and states that its only remuneration is its service fee, without product, transaction or account fees. It does not manage assets directly but selects external fund managers and builds fund-of-funds vehicles for clients. It is registered with the CVM as a portfolio manager (Gestor de Carteira) since 2011.
People
- Sigrid GuimarãesFounding partner and CEO · source
- Ricardo TaboaçoFounding partner, creator of the Método Alocc · source
- Veronica NieckeleFounding partner · source
- Hans BoehmeFounding partner and COO · source
- Mariana BrandileoneFounding partner · source
- Alessandra BouhidFounding partner · source
- Roberto L. Corrêa da FonsecaFounding partner · source
- Paulo MeirellesPartner · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Alocc is a multi family office based in Rio de Janeiro, Brazil, founded in 2003.
Alocc invests in third-party funds as an LP.
Alocc invests in Consumer & E-commerce, Food & Agriculture, Climate & Energy, Education and HealthTech.
Key people at Alocc include Sigrid Guimarães (Founding partner and CEO), Ricardo Taboaço (Founding partner, creator of the Método Alocc), Veronica Nieckele (Founding partner) and Hans Boehme (Founding partner and COO).
Yes. Alocc manages capital from outside investors.