Once among Baluarte,

We optimize your financial life.

What do we do?

Wealth Management

With Ethics, Responsibility and Professionalism.

We build your portfolio, locally and/or internationally, in a completely personalized way. We also consider tax and succession aspects.

And we further care for the next generations.

Why are we unique?

Close working relation, Experience and Transparency

We are wealth managers, not independent investment agents or bank managers.

This means that we do not receive rebates, that we do much more than investment recommendations, and that we are always 100% aligned with you, our customer, offering only what is in fact best for you, not for our business.

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Without Baluarte’s advice,

you are likely to face bureaucracy, conflicts of interest, and inexperienced advice: placing your wealth at risk.

Why is our advice important?

Ethics and knowledge to perpetuate and increase your assets.

How much do we charge?

% of assets under management.
No hidden fees.

How much of your total asset will be under Baluarte´s management?

5
1,0%

Become a client.

Click below and fill out the form. We will be in touch.

click here

Team

Our day to day is to make your life easier, while making your investments as profitable as possible, and allowing you to focus on your main personal goals.

Investment Manager licensed by Comissão de Valores Mobiliários (“CVM”). Investment Director at Baluarte Capital in conformity with CVM Instruction no 558 as per Baluarte Capital´s by-laws. Overall responsibility over the different areas of the company.

Prior to founding Baluarte Capital, Mr. Skilnik was both a Directors and Partner at Brainvest Consultoria Financeira Ltda. where he worked as portfolio manager for local and offshore assets both in managed accounts as well as exclusive funds.

Before starting to work in wealth management, Mr. Skilnik co-founded Rational Asset Management Company (“RAMCO”). RAMCO was the investment management company of the Rational Value Fund (“RVF”), a long/short U.S. equities hedge fund dedicated to value investing. With seed capital from clients of Turim Investimentos and intense marketing activity by its partners, RAMCO managed close to U$100 million when it became a registered investment manager with the U.S. Securities Exchange Commission (“SEC”).

While at RAMCO, Mr. Skilnik was responsible for the coverage of approximately 40 companies within RAMCO’s knowledge base. He built and maintained discounted cash flow models for each of those companies. Alongside his former partner Danilo Santiago, Mr. Skilnik created a portfolio management tool (“Odysseus”), used to construct RVF’s portfolio through a rules-based approach in order to minimize biases well identified in the behavioral finance field of study.

Before working with asset management, Mr. Skilnik worked at ABN AMRO for over a decade, where he was part of the Private Equity team (ABN AMRO Capital). Within ABN AMRO Capital, Mr. Skilnik dealt with investments and divestments of businesses which comprised the portfolio of the fund managed by the group. Before that, Mr. Skilnik played an important role in ABN AMRO´s Project Finance team, where he was a member of the core team involved in the structuring of the US$ 1.5 billion Marlim Giant Oil & Gas Field Project Financing deal (Campos Basin, Rio de Janeiro) with Petrobras.

Claudio Skilnik has a Bachelor of Industrial Engineering from the University of São Paulo (Escola Politécnica) and an MBA from Columbia Business School, where he graduated with honors. Mr. Skilnik is also a Chartered Financial Analyst.

Linkedin

Risk director at Baluarte Capital in accordance to Instrução CVM no 558 and the company´s bylaws. Among other activities, responsible for risk management of clients´ portfolios and exclusive funds.

Before founding Baluarte Capital, he was a senior investment officer with Brainvest Consultoria Financeira Ltda., where he was in charge of the analysis and selection of financial products, including funds and single names, for the local market portfolios and exclusive funds (Brazil).

Prior to initiating his activities in wealth management, he was a Senior Analyst at Rational Asset Management Company (“RAMCO”), co-responsible for covering approximately 45 publicly traded liquid U.S. companies, through the development of highly detailed discounted cash flow models. Carlos worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York office.

Mr. Kawakami has a bachelor’s degree in Naval Engineering from the Polytechnic School of the University of São Paulo and an Executive MBA from Columbia Business School.

Linkedin

Compliance and Anti Money Laundry director at Baluarte Capital in accordance to Instrução CVM no 558 and the company’s bylaws. Among other activities, responsible for internal procedure, controls, and apportionment policies.

Before founding Baluarte Capital, he was the CEO for S3Invest Empreendimentos Imobiliários Ltda. – a Holding Company with investments on financial assets, real estate and minority shareholdings on third party companies – Mr. Schor was responsible for lawsuits settlements on labor and civil litigations, and for real estate purchases and sales for the holding co.

Mr. Schor also worked as vice president, administrative and financial officer, for Companhia Energética Tatuí Ltda., he oversaw the final stage of the powerplant’s connection to the SIN (National Interconnected System) and was the legal responsible for ANEEL´s inspection approval in January 2016.

Mr. Schor has also worked as an Asset Management Fund Analyst, for local and international markets, for Itaú-Unibanco and was responsible for developing a portfolio consolidation proprietary software as an intern for HSBC Private Bank, where he assisted a team of advisors for ultra-high net worth clients.

Mr. Schor has a bachelor´s degree in Business Administration from ESPM (minor in finance), graduated from Berkeley’s International Diploma Program in finance and completed the IBOVESPA Educational Institute risk management program.

Linkedin

Luiz is the partner responsible for the analysis, approval and recommendation of all publicly listed securities, single deals and investment funds denominated in foreign currency (Non-BRL) for the managed accounts and private portfolios of all Baluarte Capital clients.

Before joining Baluarte Capital, Luiz was the director of Finance and Business Development at Four Perform Treinamento e Fitness. He was responsible for developing strategic business plans, raising capital for investments in business expansion and restructuring financial management processes.

He was a Senior Analyst at Rational Asset Management Company (“RAMCO”), where he was co-responsible for the coverage of approximately 45 US-based companies, through the development of highly detailed discounted cash flow models. Luiz worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York offices.

Luiz Cunha has a bachelor’s degree in Geography from the University of São Paulo (USP) and is also certified by the CFA Institute as a Chartered Financial Analyst.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, was a Junior Analyst at BRF’s commercial intelligence department. His team was responsible for developing international commercial strategies, mainly projecting econometric variables related to company´s pricing and production of grains and proteins.

Tomy was an intern at B2W Digital, where he worked at SkyHub, a startup aquired by B2W, being responsible for presenting and implementing potential solutions developed by Skyhub for the B2W group.

Tomy has a bachelor’s degree from INSPER with a double major in Economics and Business. As a student, he was a member of the INSPER Consulting Co. and studied abroad for one semester at Regent’s University of London. Also, is certified by Planejar – Associação Brasileira de Planejadores Financeiros as a Chartered Financial Planner.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, worked as commercial assistant at AZ Quest Investimentos, where he was responsible for back office activities ranging from subscription & redemption, provision of liquidity, and investor relations with customers (local and abroad) and investment platforms.

Thiago studied Computer Engineering at USP (São Paulo State University) from 2014 until 2016, when he decided to switch to Foreign Trade at Mackenzie Presbiterian University.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, Rodrigo had an internship at Mogno Capital, assisting mainly on the portfolio management and operations of both, FII Mogno Fundo de Fundos (MGFF11) and clients´ portfolios.

Rodrigo began as an intern at Zabo Engenharia S/A where he took part in the development of AAA projects, overseeing LEED Certifications for projects such as the Zabo FL Corporate.

Rodrigo is attending Civil Engineering at Fundação Armando Alvares Penteado (FAAP), graduating in 2021.

Linkedin

Investment Manager licensed by Comissão de Valores Mobiliários (“CVM”). Investment Director at Baluarte Capital in conformity with CVM Instruction no 558 as per Baluarte Capital´s by-laws. Overall responsibility over the different areas of the company.

Prior to founding Baluarte Capital, Mr. Skilnik was both a Directors and Partner at Brainvest Consultoria Financeira Ltda. where he worked as portfolio manager for local and offshore assets both in managed accounts as well as exclusive funds.

Before starting to work in wealth management, Mr. Skilnik co-founded Rational Asset Management Company (“RAMCO”). RAMCO was the investment management company of the Rational Value Fund (“RVF”), a long/short U.S. equities hedge fund dedicated to value investing. With seed capital from clients of Turim Investimentos and intense marketing activity by its partners, RAMCO managed close to U$100 million when it became a registered investment manager with the U.S. Securities Exchange Commission (“SEC”).

While at RAMCO, Mr. Skilnik was responsible for the coverage of approximately 40 companies within RAMCO’s knowledge base. He built and maintained discounted cash flow models for each of those companies. Alongside his former partner Danilo Santiago, Mr. Skilnik created a portfolio management tool (“Odysseus”), used to construct RVF’s portfolio through a rules-based approach in order to minimize biases well identified in the behavioral finance field of study.

Before working with asset management, Mr. Skilnik worked at ABN AMRO for over a decade, where he was part of the Private Equity team (ABN AMRO Capital). Within ABN AMRO Capital, Mr. Skilnik dealt with investments and divestments of businesses which comprised the portfolio of the fund managed by the group. Before that, Mr. Skilnik played an important role in ABN AMRO´s Project Finance team, where he was a member of the core team involved in the structuring of the US$ 1.5 billion Marlim Giant Oil & Gas Field Project Financing deal (Campos Basin, Rio de Janeiro) with Petrobras.

Claudio Skilnik has a Bachelor of Industrial Engineering from the University of São Paulo (Escola Politécnica) and an MBA from Columbia Business School, where he graduated with honors. Mr. Skilnik is also a Chartered Financial Analyst.

Linkedin

Risk director at Baluarte Capital in accordance to Instrução CVM no 558 and the company´s bylaws. Among other activities, responsible for risk management of clients´ portfolios and exclusive funds.

Before founding Baluarte Capital, he was a senior investment officer with Brainvest Consultoria Financeira Ltda., where he was in charge of the analysis and selection of financial products, including funds and single names, for the local market portfolios and exclusive funds (Brazil).

Prior to initiating his activities in wealth management, he was a Senior Analyst at Rational Asset Management Company (“RAMCO”), co-responsible for covering approximately 45 publicly traded liquid U.S. companies, through the development of highly detailed discounted cash flow models. Carlos worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York office.

Mr. Kawakami has a bachelor’s degree in Naval Engineering from the Polytechnic School of the University of São Paulo and an Executive MBA from Columbia Business School.

Linkedin

Compliance and Anti Money Laundry director at Baluarte Capital in accordance to Instrução CVM no 558 and the company’s bylaws. Among other activities, responsible for internal procedure, controls, and apportionment policies.

Before founding Baluarte Capital, he was the CEO for S3Invest Empreendimentos Imobiliários Ltda. – a Holding Company with investments on financial assets, real estate and minority shareholdings on third party companies – Mr. Schor was responsible for lawsuits settlements on labor and civil litigations, and for real estate purchases and sales for the holding co.

Mr. Schor also worked as vice president, administrative and financial officer, for Companhia Energética Tatuí Ltda., he oversaw the final stage of the powerplant’s connection to the SIN (National Interconnected System) and was the legal responsible for ANEEL´s inspection approval in January 2016.

Mr. Schor has also worked as an Asset Management Fund Analyst, for local and international markets, for Itaú-Unibanco and was responsible for developing a portfolio consolidation proprietary software as an intern for HSBC Private Bank, where he assisted a team of advisors for ultra-high net worth clients.

Mr. Schor has a bachelor´s degree in Business Administration from ESPM (minor in finance), graduated from Berkeley’s International Diploma Program in finance and completed the IBOVESPA Educational Institute risk management program.

Linkedin

Luiz is the partner responsible for the analysis, approval and recommendation of all publicly listed securities, single deals and investment funds denominated in foreign currency (Non-BRL) for the managed accounts and private portfolios of all Baluarte Capital clients.

Before joining Baluarte Capital, Luiz was the director of Finance and Business Development at Four Perform Treinamento e Fitness. He was responsible for developing strategic business plans, raising capital for investments in business expansion and restructuring financial management processes.

He was a Senior Analyst at Rational Asset Management Company (“RAMCO”), where he was co-responsible for the coverage of approximately 45 US-based companies, through the development of highly detailed discounted cash flow models. Luiz worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York offices.

Luiz Cunha has a bachelor’s degree in Geography from the University of São Paulo (USP) and is also certified by the CFA Institute as a Chartered Financial Analyst.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, was a Junior Analyst at BRF’s commercial intelligence department. His team was responsible for developing international commercial strategies, mainly projecting econometric variables related to company´s pricing and production of grains and proteins.

Tomy was an intern at B2W Digital, where he worked at SkyHub, a startup aquired by B2W, being responsible for presenting and implementing potential solutions developed by Skyhub for the B2W group.

Tomy has a bachelor’s degree from INSPER with a double major in Economics and Business. As a student, he was a member of the INSPER Consulting Co. and studied abroad for one semester at Regent’s University of London. Also, is certified by Planejar – Associação Brasileira de Planejadores Financeiros as a Chartered Financial Planner.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, worked as commercial assistant at AZ Quest Investimentos, where he was responsible for back office activities ranging from subscription & redemption, provision of liquidity, and investor relations with customers (local and abroad) and investment platforms.

Thiago studied Computer Engineering at USP (São Paulo State University) from 2014 until 2016, when he decided to switch to Foreign Trade at Mackenzie Presbiterian University.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, Rodrigo had an internship at Mogno Capital, assisting mainly on the portfolio management and operations of both, FII Mogno Fundo de Fundos (MGFF11) and clients´ portfolios.

Rodrigo began as an intern at Zabo Engenharia S/A where he took part in the development of AAA projects, overseeing LEED Certifications for projects such as the Zabo FL Corporate.

Rodrigo is attending Civil Engineering at Fundação Armando Alvares Penteado (FAAP), graduating in 2021.

Linkedin

Investment Manager licensed by Comissão de Valores Mobiliários (“CVM”). Investment Director at Baluarte Capital in conformity with CVM Instruction no 558 as per Baluarte Capital´s by-laws. Overall responsibility over the different areas of the company.

Prior to founding Baluarte Capital, Mr. Skilnik was both a Directors and Partner at Brainvest Consultoria Financeira Ltda. where he worked as portfolio manager for local and offshore assets both in managed accounts as well as exclusive funds.

Before starting to work in wealth management, Mr. Skilnik co-founded Rational Asset Management Company (“RAMCO”). RAMCO was the investment management company of the Rational Value Fund (“RVF”), a long/short U.S. equities hedge fund dedicated to value investing. With seed capital from clients of Turim Investimentos and intense marketing activity by its partners, RAMCO managed close to U$100 million when it became a registered investment manager with the U.S. Securities Exchange Commission (“SEC”).

While at RAMCO, Mr. Skilnik was responsible for the coverage of approximately 40 companies within RAMCO’s knowledge base. He built and maintained discounted cash flow models for each of those companies. Alongside his former partner Danilo Santiago, Mr. Skilnik created a portfolio management tool (“Odysseus”), used to construct RVF’s portfolio through a rules-based approach in order to minimize biases well identified in the behavioral finance field of study.

Before working with asset management, Mr. Skilnik worked at ABN AMRO for over a decade, where he was part of the Private Equity team (ABN AMRO Capital). Within ABN AMRO Capital, Mr. Skilnik dealt with investments and divestments of businesses which comprised the portfolio of the fund managed by the group. Before that, Mr. Skilnik played an important role in ABN AMRO´s Project Finance team, where he was a member of the core team involved in the structuring of the US$ 1.5 billion Marlim Giant Oil & Gas Field Project Financing deal (Campos Basin, Rio de Janeiro) with Petrobras.

Claudio Skilnik has a Bachelor of Industrial Engineering from the University of São Paulo (Escola Politécnica) and an MBA from Columbia Business School, where he graduated with honors. Mr. Skilnik is also a Chartered Financial Analyst.

Linkedin

Risk director at Baluarte Capital in accordance to Instrução CVM no 558 and the company´s bylaws. Among other activities, responsible for risk management of clients´ portfolios and exclusive funds.

Before founding Baluarte Capital, he was a senior investment officer with Brainvest Consultoria Financeira Ltda., where he was in charge of the analysis and selection of financial products, including funds and single names, for the local market portfolios and exclusive funds (Brazil).

Prior to initiating his activities in wealth management, he was a Senior Analyst at Rational Asset Management Company (“RAMCO”), co-responsible for covering approximately 45 publicly traded liquid U.S. companies, through the development of highly detailed discounted cash flow models. Carlos worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York office.

Mr. Kawakami has a bachelor’s degree in Naval Engineering from the Polytechnic School of the University of São Paulo and an Executive MBA from Columbia Business School.

Linkedin

Compliance and Anti Money Laundry director at Baluarte Capital in accordance to Instrução CVM no 558 and the company’s bylaws. Among other activities, responsible for internal procedure, controls, and apportionment policies.

Before founding Baluarte Capital, he was the CEO for S3Invest Empreendimentos Imobiliários Ltda. – a Holding Company with investments on financial assets, real estate and minority shareholdings on third party companies – Mr. Schor was responsible for lawsuits settlements on labor and civil litigations, and for real estate purchases and sales for the holding co.

Mr. Schor also worked as vice president, administrative and financial officer, for Companhia Energética Tatuí Ltda., he oversaw the final stage of the powerplant’s connection to the SIN (National Interconnected System) and was the legal responsible for ANEEL´s inspection approval in January 2016.

Mr. Schor has also worked as an Asset Management Fund Analyst, for local and international markets, for Itaú-Unibanco and was responsible for developing a portfolio consolidation proprietary software as an intern for HSBC Private Bank, where he assisted a team of advisors for ultra-high net worth clients.

Mr. Schor has a bachelor´s degree in Business Administration from ESPM (minor in finance), graduated from Berkeley’s International Diploma Program in finance and completed the IBOVESPA Educational Institute risk management program.

Linkedin

Luiz is the partner responsible for the analysis, approval and recommendation of all publicly listed securities, single deals and investment funds denominated in foreign currency (Non-BRL) for the managed accounts and private portfolios of all Baluarte Capital clients.

Before joining Baluarte Capital, Luiz was the director of Finance and Business Development at Four Perform Treinamento e Fitness. He was responsible for developing strategic business plans, raising capital for investments in business expansion and restructuring financial management processes.

He was a Senior Analyst at Rational Asset Management Company (“RAMCO”), where he was co-responsible for the coverage of approximately 45 US-based companies, through the development of highly detailed discounted cash flow models. Luiz worked directly with RAMCO’s founding partners both at the company´s São Paulo and New York offices.

Luiz Cunha has a bachelor’s degree in Geography from the University of São Paulo (USP) and is also certified by the CFA Institute as a Chartered Financial Analyst.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, was a Junior Analyst at BRF’s commercial intelligence department. His team was responsible for developing international commercial strategies, mainly projecting econometric variables related to company´s pricing and production of grains and proteins.

Tomy was an intern at B2W Digital, where he worked at SkyHub, a startup aquired by B2W, being responsible for presenting and implementing potential solutions developed by Skyhub for the B2W group.

Tomy has a bachelor’s degree from INSPER with a double major in Economics and Business. As a student, he was a member of the INSPER Consulting Co. and studied abroad for one semester at Regent’s University of London. Also, is certified by Planejar – Associação Brasileira de Planejadores Financeiros as a Chartered Financial Planner.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, worked as commercial assistant at AZ Quest Investimentos, where he was responsible for back office activities ranging from subscription & redemption, provision of liquidity, and investor relations with customers (local and abroad) and investment platforms.

Thiago studied Computer Engineering at USP (São Paulo State University) from 2014 until 2016, when he decided to switch to Foreign Trade at Mackenzie Presbiterian University.

Linkedin

Associate at Baluarte and member of the Customer Service Team.

Before joining Baluarte, Rodrigo had an internship at Mogno Capital, assisting mainly on the portfolio management and operations of both, FII Mogno Fundo de Fundos (MGFF11) and clients´ portfolios.

Rodrigo began as an intern at Zabo Engenharia S/A where he took part in the development of AAA projects, overseeing LEED Certifications for projects such as the Zabo FL Corporate.

Rodrigo is attending Civil Engineering at Fundação Armando Alvares Penteado (FAAP), graduating in 2021.

Linkedin

Certifications

ANBIMA
CVM

Documents

phone: +55 11 3900-2000
baluarte@baluartecapital.com

become a client

tel: (11) 3900-2000
baluarte@baluartecapital.com

become a client

Rua Elvira Ferraz, 250. Conj. 101/102
Vila Olímpia – CEP 04552-040
São Paulo, Brazil

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