Investment Fund Family

We manage a diversified family of funds designed to adapt to our clients' different risk profiles, asset needs, and financial goals.

AUMs
> 0 Millions
Shareholders
> 0

Our Approach

To offer our clients flexible, efficient investment solutions tailored to their specific needs.

 

By offering a variety of strategies, from conservative to aggressive, we facilitate diversified management that optimizes risk-adjusted returns, responds to different market scenarios, and monitors each client's wealth growth over time. Furthermore, this structure provides access to sophisticated financial products without requiring the minimum investment amounts typically required for direct transactions, thus expanding opportunities for all our clients.

Financial Funds

+760 shareholders.

≈ 48 positions within the portfolio.

$289 millions in Assets Under Management.

Alternative Funds

Focused on clients seeking attractive cash flows, investing in alternative strategies with recurring income.

+200 shareholders.

$83.9 millions in Assets Under Management.

Closed-ended diversified umbrella venture capital investment company.

+50 shareholders.

$108.8 million in Assets Under Management.

Private Equity focused on fragmented industries in the United States, managed by our subsidiary Welcy Capital Advisors, LLC, licensed as a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC).

+11 shareholders.

$40 million in Assets Under Management.

Real Estate Funds

Diversified real estate assets in Panama.

+202 accionistas.

Exclusively from the Republic of Panama.

$98.6 millones en Activos Bajo Administración.

 

Funds Administered by Third Parties

Insigne

Closed-ended, umbrella-type venture capital investment company that seeks to provide investors with long-term capital growth.

9 shareholders.

$13.2 million in Assets Under Management.

Cervello Holding

Real Estate Investment Company.

+30 shareholders.

$204 million in Assets Under

Administration.

We design investment vehicles that combine discipline, performance, and a global vision.

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