Capri Family Office

Overview

Capri Investimentos Ltda., also identified as Capri Family Office, was incorporated in Rio de Janeiro on 29 January 2018.¹ Capri states that it operates as a multi family office and provides independent financial and wealth management services.² The firm says it serves individuals, families and companies seeking customized advice on global wealth management.³ Capri reports offices in Rio de Janeiro and São Paulo.³

History

The company was initially focused on financial consulting and educational activities.¹ Its corporate purpose was later changed to professional management of third party resources.¹ The filing describes the initial intended business as administration of exclusive or restricted funds and managed portfolios for individual and corporate investors.¹

Leadership

The 2025 filing identifies Fernando Lodi de Oliveira as director responsible for portfolio management.¹ It identifies Leonardo Caires Pires Moreira as director responsible for compliance, anti money laundering and internal controls.¹ Bruno Leta Souza Castro is identified as commercial director responsible for client acquisition, commercial relationships and investor relations.¹

Fernando Lodi’s filing biography lists an Economics degree from UFRJ, an MBA from IESE Business School, and CFA, CFP and CGA certifications.¹ The firm’s website says he previously worked at Andima and Anbima, Ágora Corretora, Oliveira Trust, Telegraph Hill Capital and Progredir Investimentos.² Bruno Leta’s website biography lists a business administration degree from IBMEC and prior work at Corretora Umuarama, retail companies, Saga Capital and Portofino Investimentos.²

Services

The filing lists discretionary portfolio management and possible non discretionary management for managed portfolios.¹ Managed products include investment funds, fund of funds, receivables investment funds known as FIDC, and managed portfolios.¹ Securities covered include public and private bonds, fund units and other securities.¹

The website presents portfolio management, risk management, financial planning, succession planning and wealth planning as service categories.³ Capri describes wealth planning as patrimonial advice focused on planning, tax efficiency, family objectives and value preservation.³ The firm says it provides consolidated visibility of clients’ liquid and illiquid assets through an asset consolidation tool.³ Capri also says that invested resources do not pass through the firm and therefore do not represent credit risk for clients.³ The firm states that it sells services rather than products and discloses its remuneration method to clients.²

Capri Assessoria Patrimonial Ltda., which the filing describes as being under common control, supports planning outside the capital markets, including the selection and monitoring of pension plans and insurance.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance

Client focus

The filing lists 145 investors, including 139 qualified investors and 6 non qualified investors.¹ Investor composition includes 105 individuals, 24 companies, 15 investment funds and 1 non resident investor.¹ The website states that Capri serves individuals, families and companies seeking advice on global wealth management.³

Investment philosophy and approach

The firm says its approach combines independent financial and wealth management services with portfolio management, risk management, financial planning, succession planning and wealth planning.²³ Capri says wealth planning considers tax efficiency, family objectives and preservation of value.³ The firm also says it provides clients with consolidated visibility across liquid and illiquid assets.³

Assets and minimums

Capri reported assets under management of R$1,728,660,098.08 as of 31 December 2025.¹ The filing reports R$1,726,735,465.68 for qualified investors and R$1,924,632.40 for non qualified investors.¹ Reported assets included R$520,388,779.08 in FIDC units, R$533,465,195.64 in fixed income fund units, R$204,117,613.50 in financial institution fixed income securities and R$109,916,235.25 in government bonds.¹

FAQs

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Sources

1. 2025 Formulário de Referência , accessed 2026-10-23.
2. Quem Somos , accessed 2026-10-23.
3. Capri homepage , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.