Ekho Family Office

Overview

Ekho Family Office operates through EKHO INVESTIMENTOS LTDA. (CNPJ 43.628.554/0001-40), a Brazilian portfolio manager created in 2021. The firm reports accreditation by Brazil’s Comissão de Valores Mobiliários (CVM) and adherence to applicable ANBIMA codes.¹

ANBIMA lists EKHO INVESTIMENTOS LTDA. as definitively adhering to its third-party resource management, ethics, and regulatory-process codes.²

History

Ekho reports that it became independent from the Giant Steps Capital group in December 2022 to pursue a distinct investment strategy and a more customized approach.¹

Timeline

1. 2021(CNPJ 43.628.554/0001-40), a Brazilian portfolio manager created in 2021.
2. 2022Ekho reports that it became independent from the Giant Steps Capital group in December 2022 to pursue a distinct investment strategy and a more customized approach.

Leadership

Roberto Goyos Browne serves as Director of Management and the CVM-registered portfolio-management officer. Marcos José Barreiros is Director of Risk, Compliance and Anti-Money-Laundering controls, while Flávio Potenza Terni is Director of Distribution and Suitability.¹

The firm reported 7 employees and 6 partners in its March 31, 2026 reference form.¹

Services

Ekho provides third-party asset management and may distribute investment funds under its management, using its own suitability methodology.¹

Its product scope includes multimarket, fixed-income, and equity financial investment funds, together with managed client portfolios.¹

Managed portfolios receive customized investment policies aligned with each client’s risk profile. Portfolios may invest in Brazilian and international equities, commodities, fixed income, private credit, interest rates, currencies, and investment-fund units.¹

The firm’s website publishes its Code of Conduct and Ethics, Personal Investment Policy, Order Allocation Policy, Compliance Manual, Risk and Liquidity Management Policy, Reference Form, Voting Policy, and Privacy Policy.³

What the firm offers

• Investment management
• Cross-border planning

Client focus

Ekho serves investors seeking professionally managed funds and portfolios tailored to their risk profiles. Its capabilities include both pooled investment vehicles and individually managed mandates.¹

Approach

Ekho describes a customized approach in which each managed portfolio receives an investment policy suited to the client’s risk profile. Its stated independence supports a distinct investment strategy, while its suitability, compliance, risk, and liquidity policies provide a documented operating framework.¹³

Assets

As of December 31, 2025, Ekho reported 12 funds, 318 investors, and R$3,050,638,536.22 in total financial resources under administration. It also reported R$1,092,737,040.86 invested in assets outside Brazil.¹

FAQs

Related resources

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Sources

1. Ekho Family Office, Formulário de Referência 2025
2. ANBIMA, EKHO INVESTIMENTOS LTDA. profile
3. Ekho Family Office

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.