Capsigma Investment Partners Ltda

Overview

Capsigma Investment Partners Ltda is a small institutional-focused adviser that concentrates on equity-oriented strategies with a targeted use of exchange-traded instruments. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, charging a combination of percentage-of-AUM and performance-based fees. Capsigma describes itself as an active ESG investor and integrates environmental, social and governance considerations into its selection and monitoring processes. Its ownership structure is a mix of foreign entity and individual ownership, and the adviser is positioned to serve a very limited number of institutional clients rather than retail households. Investment preference trends point to liquid, exchange-traded exposures as the core allocation — equity holdings dominate the managed sleeves — while the firm supplements equity exposure with commodity strategies as an alternative allocation. With a compact client roster and a concentrated asset base, Capsigma’s approach appears geared toward customized mandates and pooled structures where performance fees can be applied and ESG criteria incorporated.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices