InvestPort
São Paulo multi family office founded in 2004 by siblings Dany and Mirela Rappaport; CVM-registered portfolio manager reporting R$3.0bn under management.
Identity
- HEADQUARTERS
- São Paulo, Brazil
- FOUNDED
- 2004
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- Global
Overview
InvestPort describes itself as a multi family office that serves families across generations, managing their financial assets, interfacing with banks and brokers, running funds, analysing family businesses and preparing heirs. It was founded in 2004 by Dany and Mirela Rappaport after ten years in research at large banks, and is a fee-paid, independent partnership. The site reports R$3.0 billion of assets under management, about half allocated abroad, with a focus on global diversification in developed economies.
People
Frequently asked questions
InvestPort is a multi family office based in São Paulo, Brazil, founded in 2004.
InvestPort does not publicly state whether it puts its own money into companies or invests through funds.
Key people at InvestPort include Dany Rappaport (Founding partner and CEO), Mirela Rappaport (Founding partner, portfolio manager and Head of Family Solutions), Marcelo Frug (Partner and COO) and Laurent Jadoul (Partner and CIO).
Yes. InvestPort manages capital from outside investors.