Noosa Capital

Overview

Noosa Capital describes itself as an independent firm that accompanies clients over time through a disciplined investment process built around their objectives. Its partners report sharing the same values, culture, and investment philosophy after working together for more than 20 years.¹

History

Noosa was founded by former partners of Munita, Cruzat & Claro (MCC), whose team had more than 30 years of financial-industry experience.¹

Leadership

Current leadership includes founding partners Andrés Correa, Juan Cristóbal Alcalde, Pablo Lewin, and Ramón Suárez. Ramón Suárez serves as Director and General Manager of Noosa. Santiago Munita is partner and Director of Noosa Legal, while Camila Echavarri is partner and manager of strategy and operations.²

Services

Noosa Family Office provides independent global advice on family financial wealth, investment consolidation, portfolio monitoring, cost optimization, and tax and estate matters.³

Noosa Capital provides international investment advice and management, including direct U.S. investment accounts and globally diversified portfolios designed by BlackRock and managed by Noosa.⁴

The firm offers UCITS ETF portfolios for different risk profiles, with global diversification, cost efficiency, and periodic rebalancing. Its platform provides real-time portfolio risk and return metrics, ESG scoring, and online reporting designed to institutional standards.⁴

Noosa Legal offers estate planning, legal advice related to investments, and general legal services.³

What the firm offers

• Tax planning
• Estate planning
• Cross-border planning

Client Focus

Noosa serves clients seeking coordinated financial, investment, family-office, and legal support from an independent advisory firm. Its family-office offering is designed for families seeking advice on wealth management, portfolio oversight, tax, estate matters, and investment consolidation.³

Approach

The firm says its mission is to accompany clients over time through a disciplined investment process designed around their objectives. Its international investment platform combines globally diversified portfolios with digital account opening, online reporting, and ongoing portfolio monitoring.¹

Assets and Minimums

Noosa Capital states that its minimum investment is USD 500,000. The firm supports digital opening of U.S. investment accounts, with custody through Interactive Brokers or UBS Financial Services.⁵

FAQs

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Sources

1. Noosa Capital
2. Noosa Capital leadership
3. Noosa business areas
4. Noosa Capital services
5. Noosa Capital investment minimum and account services
6. Comisión para el Mercado Financiero: Asesorías Noosa Limitada

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.