We manage
personal and
institutional mandates


PATRIVALOR was founded on June 15th, 1998, as a Portfolio Management Company (SGC), approved and supervised by the National Securities Market Commission, the official registration number 130, activity investment portfolio management and financial advice.

The company becomes Manager of Collective Investment Institutions (SGIIC) by resolution of May 4, 2015, under the name of PATRIVALOR SGIIC SA, with official registration number 241.

Remuneration policy Patrivalor (PDF)
Conflict of interest policy (PDF)
MiFID Policies(PDF)
Risk integration policy (PDF)
Our mission statement

PATRIVALOR SGIIC SA social object comprises administration, representation, investment management, control and risk management, management of subscriptions and redemptions of funds and investment companies; discretionary investment portfolio management; Marketing of shares or units of IICs; investment advice; and the management and marketing of venture capital and the reception and transmission of orders.