NíKN Capital

Overview

NÍKN reports more than 700 active clients, an average client ticket above R$5 million, and more than R$3.0 billion in assets under custody. The firm states that its services are provided by BTG Pactual in partnership with NÍKN Advisory. NÍKN Advisory

History

NÍKN Advisory was founded in January 2022. NÍKN Advisory

Leadership and team

- Luiz Claudio, Team member: Has finance and investment-risk training, CFP® certification, and more than 10 years in capital markets, asset management, and private banking. - Carolinne Souza, Team member: Holds an administration degree, postgraduate finance training, an INSPER executive MBA, CFP® certification, and more than 15 years in portfolio management and private banking. - Daniel Demarco, Team member: Is an economist with postgraduate training in financial and capital markets, CFP® certification, and more than 13 years in private banking and wealth management. - Renato Olivetti, Team member: Has more than 35 years in financial services and specializes in liquid and illiquid asset management, succession planning, and tax planning for high-net-worth clients. NÍKN Advisory

Services

NÍKN’s asset-allocation offering uses open architecture, combining products from banks and brokerages with discretionary mandates and non-discretionary advisory mandates. Its investment solutions include structured derivatives, fixed income, IPOs, public and private credit, equities, alternatives, cryptoassets, and Web 3.0 vehicles. NÍKN Advisory

Wealth-planning services cover succession planning, holding-company structures for real estate and investments, and offshore structures. Offshore solutions include private investment companies, trusts, exclusive funds, dollar-denominated bonds, and access to global equity and derivatives markets. NÍKN Advisory

The multifamily-office platform provides discretionary resource management, consolidated onshore and offshore reporting, and advisory, execution, and monitoring for real-estate and investment acquisitions. Illiquid-asset services include real estate, court-ordered receivables, startup and venture-capital opportunities, and special-situations vehicles. NÍKN Advisory

What the firm offers

• Estate planning
• Private and alternative investments
• Cross-border planning

Client focus

NÍKN serves high-net-worth clients seeking coordinated investment management, wealth planning, international structuring, and access to liquid and illiquid opportunities. The firm reports more than 700 active clients and an average client ticket above R$5 million. NÍKN Advisory

Approach

NÍKN describes an open-architecture approach that can combine products and services from multiple banks and brokerages with discretionary management and advisory mandates. The firm also presents its multifamily-office platform as a way to coordinate onshore and offshore assets, reporting, acquisitions, execution, and monitoring. NÍKN Advisory

Assets and minimums

NÍKN reports more than R$3.0 billion in assets under custody, more than 700 active clients, and an average client ticket above R$5 million. NÍKN Advisory

Registration

NÍKN Capital states that it is registered with Brazil’s Comissão de Valores Mobiliários (CVM) under Resolution CVM 178 and operates as a representative of Banco BTG Pactual. This registration statement concerns NÍKN Capital. The CVM provides a national public consultation for checking registered investment advisers and professionals by name, corporate name, CNPJ, or CPF. NÍKN Advisory CVM public consultation

FAQs

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Sources

1. NÍKN Advisory
2. CVM public consultation

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.