Troon Capital
Independent São Paulo multi-family office offering wealth planning, investment management and concierge services, paid only by its clients.
Identity
- HEADQUARTERS
- São Paulo, Brazil
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- Global
Overview
Troon Capital presents itself as an independent multi-family office in São Paulo that is paid exclusively by its clients. Its services cover family wealth organisation, financial and succession planning, investment-policy implementation and allocation, monitoring and rebalancing, and concierge. Troon Capital Consultoria de Valores Mobiliários Ltda. has been registered with the CVM as a securities consultant since January 2019, and Troon Gestora de Recursos Ltda., at the same Faria Lima address as the site, has been a CVM-registered portfolio manager since November 2024.
Investment thesis
Clients should build a balanced global portfolio, treating Brazil as one part of a mix of assets and currencies rather than the whole investment universe, with diversification and safety aimed at preserving wealth across generations.
People
- Thiago Edirley NemezioDirector of Operations; portfolio-management director (Troon Gestora) · source
- Lucas de Castro SouzaPortfolio Manager; partner (Troon Gestora) · source
- João Rey Ortiz NetoCo-founder and partner; CVM-registered director (Troon Capital Consultoria) · source
- Carlos Henrique Ernanny de Mello e SilvaPartner (Troon Capital Consultoria) · source
- Ricardo Doria de BellisDirector responsible for consulting (CVM Res. 30) · source
- Antonio Pedro Florêncio de Abreu e SilvaCompliance and risk director (Troon Gestora) · source
- Daniel HannunCo-founder and CEO · source
Frequently asked questions
Troon Capital is a multi family office based in São Paulo, Brazil.
Troon Capital does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Troon Capital include João Rey Ortiz Neto (Co-founder and partner; CVM-registered director (Troon Capital Consultoria)), Carlos Henrique Ernanny de Mello e Silva (Partner (Troon Capital Consultoria)), Ricardo Doria de Bellis (Director responsible for consulting (CVM Res. 30)) and Thiago Edirley Nemezio (Director of Operations; portfolio-management director (Troon Gestora)).
Yes. Troon Capital manages capital from outside investors.