NEBRASKA CAPITAL

Overview

Nebraska Capital reports more than BRL 6.6 billion under management. The firm says it invests alongside clients and emphasizes fiduciary duty, transparency, intergenerational wealth preservation, and disciplined focus within its circle of competence.¹²

History

The firm says its history was consolidated in 2008 after the Fração family’s liquidity event from the sale of Expresso Mercúrio. Its timeline includes the creation of SWG in 2008, the start of investment management in 2009, the launch of Nebraska Capital FIA in 2011, and institutionalization in 2018.²

In 2023, Nebraska Capital ended its direct stock-picking operations and focused exclusively on wealth management and multi-family office services.²

Timeline

1. 2008The firm says its history was consolidated in 2008 after the Fração family’s liquidity event from the sale of Expresso Mercúrio.
2. 2023In 2023, Nebraska Capital ended its direct stock-picking operations and focused exclusively on wealth management and multi-family office services.

Leadership

Bruno Otavio Claudino dos Santos is identified as Director of Management, Distribution, and Suitability.³

Services

Nebraska Capital states that it provides multi-family office services, financial and non-financial wealth management, managed portfolios, investment-fund management, and fund distribution.⁴

ANBIMA identifies Nebraska Capital Gestão de Recursos Ltda. with activities including managed portfolios, management, wealth management, and distribution. The institution has definitive adherence to ANBIMA’s third-party asset management, ethics, and regulatory best-practice codes.⁴

What the firm offers

• Investment management
• Trust and fiduciary
• Family governance and education

Client Focus

The firm’s multi-family office model is designed for families seeking coordinated management of financial and non-financial wealth, portfolio oversight, investment-fund access, and long-term wealth preservation.¹⁴

Approach

Nebraska Capital describes its investment philosophy as value investing, with emphasis on valuation, rationality, patience, discipline, long-term thinking, and strategic allocation inspired by American endowments.¹

The firm says its governance framework includes internal controls and compliance processes aligned with Brazilian Securities and Exchange Commission, or CVM, regulation and ANBIMA self-regulation.⁵

Assets and Registration

Nebraska Capital reports more than BRL 6.6 billion under management.¹

The firm states that it is authorized by CVM as a portfolio manager under CVM Act Declaratory 11.789, dated June 30, 2011.⁶

FAQs

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Sources

1. Nebraska Capital
2. Nebraska Capital: About Us
3. Nebraska Capital reference form
4. ANBIMA institutional profile
5. Nebraska Capital: Policies and Governance
6. Nebraska Capital controls policy

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.