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LIBERTAS ASSET

Reinventing the investment fund market

ABOUT US

LIBERTAS ASSET is a truly modern company, driven by a highly motivated team of exceptionally experienced professionals. We fully recognize the complexity of investment projects and, in these challenging times, we are by your side, ready to offer support. Our focus is to ease the daily workload of clients and improve control over their operations. With a highly skilled team, we are dedicated to mitigating risks through the development of sophisticated systems capable of monitoring individual notices, analyzing risks associated with investors, groups of drawees or even the entire portfolio.

We have built our reputation on solid values of professionalism, quality and contractual compliance. We value honesty and are committed to conducting our business in an ethical and transparent manner. However, our true passion lies in serving the needs and interests of our clients. We make all our knowledge, skills and adaptability available to ensure that each transaction is conducted efficiently and with minimal exposure to risk.

Since 2019, LIBERTAS ASSET has had the privilege of serving clients throughout Brazil, expanding our presence to eleven states, in addition to the Federal District. This geographic reach reflects our commitment to serving a diverse clientele, highlighting that the financial market goes beyond São Paulo or Rio de Janeiro. We are committed to serving the fund industry nationwide.

LIBERTAS ASSET's unique feature lies in its ability to develop innovative financial structures, taking advantage of the various forms of funds available in accordance with CVM regulations. This is done with strict accounting and tax control, combined with creativity and simplicity that enable the optimization of financial resources.

We invite you to contact us and find out how our specialized services can boost your business, taking your investment fund operations to a new level.

Libertas Asset will be available to transform challenges into opportunities, helping you achieve your financial goals with confidence and security.

HOW WE CAME ABOUT

We were founded in 2019 as LIBERTAS ASSET, with a burning passion and dedication for structuring investment funds, maintaining our focus on creating tailor-made products, adapted to each need and budget of our clients. The union of a heterogeneous group of professionals, who had been working in the financial market for several years, together to form a group with diversified and complementary knowledge in solutions for the world of investments.

LIBERTAS ASSET quickly made its mark in 2022, closing the fiscal year with more than 50 structured and capitalized funds, totaling more than R$1.2 billion in assets under management (Asset Under Management - AuM). In 2023, LIBERTAS ASSET obtained authorization for the Fiduciary Administration service for liquid investment and equity funds.

In November 2019, we came to the conclusion that we would be a DTVM, to operate in the funds market. In December 2021, the Central Bank of Brazil authorized the creation of ACTUAL DTVM, which was carried out in January 2022, but the process was compromised by the global pandemic and an extensive strike by the Central Bank. We achieved results in our efforts on August 18, 2023, obtaining the operating license, published in the DOU of that date.

OUR VISION

To disseminate knowledge about the financial market, train clients throughout the country and encourage clients outside the traditional Rio - São Paulo axis, sometimes neglected by financial institutions.

OUR MISSION

To democratize our knowledge while maintaining the QUALITY of our services, making the investment fund market accessible to our clients, in a simplified and highly efficient way.

To achieve this objective, we offer multidisciplinary, motivated teams, distributed among the management, fiduciary administration, commercial, business development, legal, operational and compliance departments, supported by the most advanced solutions available on the current market.

We are fully capable of offering comprehensive services, including STRUCTURING, FIDUCIARY ADMINISTRATION and FUNDS MANAGEMENT, and we will also provide CUSTODY, BOOKKEEPING, EXCHANGE PORTFOLIO and FIDUCIARY AGENT.

RESOURCE MANAGER FOCUSED ON PERSONALIZED FINANCIAL SERVICES

LEARN MORE ABOUT OUR SERVICES HERE

TALK
TO US

Contact
+55 31 2116-3400
contato@libertasasset.com.br


Address
Rua Martim de Carvalho, 723 - 10º andar
Sto Agostinho - BH/MG - CEP 30190-094

Av. Paulista, 1337 - 14° andar
Jardins - São Paulo/SP - CEP 01311-200

Obrigado(a) pelo contato.

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