Proaltus Capital Partners®

Overview

Proaltus Capital Partners is a boutique multi-family office focused on strategic planning, investment, and ongoing wealth management. The firm describes its work as a comprehensive, multidisciplinary service built around trust, transparency, client-centricity, and excellence.

History

Proaltus was founded in Madrid in 2012 and became a multi-family office in 2015. It opened its Miami office through Proaltus USA Inc. in 2016, offering wealth-management services with access to global investment opportunities.

Timeline

1. 2012Proaltus was founded in Madrid in 2012 and became a multi-family office in 2015.
2. 2016in 2016, offering wealth-management services with access to global investment opportunities.

Leadership

Marcelo A. Benitez is CEO and Founding Partner. His background includes finance, alternative-investment selection, Cemex, Boston Consulting Group, and Violy & Company.

Jose María Carbajo is Managing Partner. Before joining Proaltus, he led business-development and product teams at ETS Asset Management Factory in Madrid and London.

Services

Proaltus provides strategic planning, investment management, and ongoing wealth management. Through Proaltus USA Inc., the firm offers discretionary and non-discretionary advisory accounts, portfolio management, monitoring, and portfolio rebalancing.

The firm reports close relationships with nearly 100 institutional and niche managers across investment types. Proaltus states that these relationships provide access to global investment opportunities.

What the firm offers

• Investment management

Client Focus

Proaltus says its main clients are families from Latin America, the United States, and Europe. The firm reports monitoring and managing wealth for more than 24 families and working with more than 30 international collaborators representing 6 nationalities.

Approach

Proaltus describes its philosophy as building long-term relationships and meeting the expectations of its partners, clients, and collaborators. Its stated values of trust, transparency, client-centricity, and excellence support a comprehensive and multidisciplinary approach to family wealth management.

Assets and Minimums

Proaltus reports USD 1 billion in assets under management across its global operations, including affiliates, and approximately USD 250 million for Proaltus USA Inc. independently.

Proaltus USA Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission. It provides discretionary and non-discretionary advisory accounts, portfolio management, monitoring, and rebalancing. Its stated cumulative minimum account is USD 500,000, although it may accept lower amounts at its discretion. Advisory fees range from 0.25% to 2.00% per year, depending on portfolio type and size.

FAQs

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Sources

1. Proaltus Capital Partners, Home
2. Proaltus Capital Partners, Who We Are
3. Proaltus USA Inc., SEC Form CRS

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.