Monte Azul Multi Family Office
Rio de Janeiro multi-family office formed in 2022 by the former BOCOM BBM wealth-management team as a partnership; CVM-registered manager with a São Paulo office.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Rio de Janeiro, Brazil
- OFFICES
- São Paulo, Brazil
- FOUNDED
- 2022
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- BrazilGlobal
- ROUTES
- Funds (as LP)
- STRATEGIES
- Funds (as LP)
Overview
Monte Azul MFO (Monte Azul Gestão de Recursos Ltda.) is a multi-family office set up in 2022 as a partnership when the wealth-management team of Banco BOCOM BBM moved out of the bank. The team's history goes back to managing the wealth of Banco BBM's controlling family and executives in the 1980s and to discretionary exclusive funds for outside clients from the 1990s. Based in Rio de Janeiro with an office in São Paulo since 2025, it runs an open-platform selection of funds and assets and added wealth planning in 2024. It is registered with the CVM as a portfolio manager.
People
- Maria Clara AraújoFounding Partner; Executive Committee, responsible for investment strategies · source
- Sérgio FreitasFounding Partner; coordinates the Executive Committee (client relations and strategic planning) · source
- Luís Claudio Gomes PintoPartner; Executive Committee member · source
- Gustavo MachadoPartner; Executive Committee, responsible for risk, compliance and AML · source
- Fábio DayerFounding Partner, client relations · source
- Roberta MarinhoFounding Partner, client relations · source
- Tamie SanematsuFounding Partner, client relations · source
- Marcus CostaFounding Partner, client relations · source
- Rogério BolzanFounding Partner, institutional and client relations · source
- Andrea SteinFounding Partner, institutional and client relations · source
- Antônio SilvaPartner, MFO services · source
- Heitor TomazFounding Partner, back office and technology · source
- Luciana GoulartPartner, corporate legal and compliance · source
Frequently asked questions
Monte Azul Multi Family Office is a multi family office based in Rio de Janeiro, Brazil, founded in 2022.
Monte Azul Multi Family Office invests in third-party funds as an LP. Its stated asset mix includes funds (as lp).
Key people at Monte Azul Multi Family Office include Sérgio Freitas (Founding Partner; coordinates the Executive Committee (client relations and strategic planning)), Maria Clara Araújo (Founding Partner; Executive Committee, responsible for investment strategies), Luís Claudio Gomes Pinto (Partner; Executive Committee member) and Gustavo Machado (Partner; Executive Committee, responsible for risk, compliance and AML).
Yes. Monte Azul Multi Family Office manages capital from outside investors.