Milestones
CVM-registered asset manager in Jaraguá do Sul (SC), founded 2015 to manage only its partners' family-office money via closed funds; no external clients.
Identity
- HEADQUARTERS
- Jaraguá do Sul, Brazil
- OFFICES
- São Paulo, Brazil
- FOUNDED
- 2015
- OUTSIDE CAPITAL
- No — own capital only
Investment approach
- GEOGRAPHY
- Global
- STRATEGIES
- Public equities
Overview
Milestones Administradora de Recursos Ltda. is an independent CVM-registered portfolio manager founded on 25 August 2015, with offices in Jaraguá do Sul (Santa Catarina) and São Paulo. It was set up to act only as the family office of its partners and manages the assets held by members of the Family Office WPA through investment funds in Brazil and abroad. Its funds are closed to outside investors and it does no marketing or fundraising.
Investment thesis
Global management of fixed-income and equity assets through investment funds set up in Brazil and abroad, exclusively for a restricted group of professional investors (Family Office WPA).
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
Milestones is a multi family office based in Jaraguá do Sul, Brazil, founded in 2015.
Milestones does not publicly state whether it invests directly or through funds. Its stated asset mix includes public equities.
Key people at Milestones include Edward Henrique de Sá (Director responsible for asset management (CIO)) and Wilson José Watzko (Director of compliance, risk and AML).
No. Milestones invests its own capital and does not raise money from outside investors.