Berkana Patrimonio
São Paulo multi-family office and CVM-registered portfolio manager offering wealth management, family governance and funds including agribusiness credit FIDCs.
Identity
- HEADQUARTERS
- São Paulo, Brazil
- FOUNDED
- 1999
- AUM
- R$7B (2025)
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- SECTORS
- Food & Agriculture
- GEOGRAPHY
- Brazil
- STRATEGIES
- Private creditVenture capital
Overview
Berkana Patrimônio says it began as an independent full-service family office in 1999, became a multi-family office in 2008, entered venture capital in 2012 and agribusiness in 2017. Its legal entity, Berkana Investimentos e Gestão de Recursos Ltda., was incorporated in 2009 and is registered with the CVM as a portfolio manager running managed accounts and funds (FIDCs, multimarket and equity funds). Its December 2025 reference form reports R$6.97bn under management for 99 qualified investors, mostly individuals. After ownership changes in 2024-2025, the form states Luiz Carlos Moreira Lima became sole partner in October 2025.
People
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
Berkana Patrimonio is a multi family office based in São Paulo, Brazil, founded in 1999.
Berkana Patrimonio does not publicly state whether it invests directly or through funds. Its stated asset mix includes private credit and venture capital.
Berkana Patrimonio invests in Food & Agriculture.
Key people at Berkana Patrimonio include Luiz Carlos Moreira Lima (Sole partner; Director of Portfolio Management and Distribution) and Hélio Pirani Fiorin (Director of Compliance, Risk and AML).
Yes. Berkana Patrimonio manages capital from outside investors.