What Does TAG Investimentos Do?

Total employees90
HeadquartersSão Paulo
Founded2004

TAG Investimentos is a leading independent multi-family office in Brazil, founded in 2012. The firm specializes in providing customized investment solutions, comprehensive wealth planning, and consolidated financial reporting for high-net-worth individuals, families, and institutions. TAG emphasizes a client-centric approach based on alignment of interests, transparency, and a long-term investment horizon, operating from its headquarters in São Paulo and several other offices across Brazil.

Where Is TAG Investimentos's Headquarters?

TAG Investimentos officeTAG Investimentos officeTAG Investimentos officeTAG Investimentos office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for investment strategy, client relations, operations, executive leadership, and overall business management for the wealth and asset management firm.

Notable Features:

Located on Avenida Faria Lima, a prestigious financial corridor, the office likely features a modern, high-specification interior design, advanced technological infrastructure, and facilities conducive to high-level client meetings and collaborative work.

Work Culture:

The headquarters fosters a culture centered on client-first principles, ethics, transparency, and excellence. It promotes an entrepreneurial spirit and strong teamwork, encouraging a long-term vision in all its financial strategies and client interactions, aligned with its published cultural values.

HQ Significance:

Its location on Avenida Faria Lima places TAG Investimentos at the epicenter of Brazil's financial industry, offering unparalleled access to market intelligence, top-tier talent, and facilitating direct engagement with key financial institutions and high-net-worth clientele.

Values Reflected in HQ: The office environment and operations aim to reflect core values such as unwavering ethics, complete transparency in dealings, the pursuit of excellence, an entrepreneurial drive, collaborative teamwork, and a steadfast commitment to long-term client success and financial well-being.

Location:

While TAG Investimentos is primarily focused on the Brazilian market, with its headquarters in São Paulo and several other offices strategically located across Brazil, the firm provides investment solutions that may include access to global markets for its sophisticated clientele. Their core operations, physical presence, and direct client servicing are concentrated within Brazil, tailored to the domestic wealth management landscape.

Street Address:

Av. Brigadeiro Faria Lima, 3729 - 6º andar

City:

São Paulo

State/Province:

SP

Country:

Brazil

Where Else Does TAG Investimentos Operate Around the World?

Rio de Janeiro, RJ/Brazil

Address: Rua da Passagem, 170 – 10º andar – Botafogo, Rio de Janeiro – RJ, 22290-030

To serve and expand TAG Investimentos' client base in the significant Rio de Janeiro market, offering personalized financial solutions and localized support to high-net-worth individuals and families.

Brasília, DF/Brazil

Address: SHIS QI 09 BL I SALA 101 – Lago Sul, Brasília – DF, 71625-195

To provide dedicated financial advisory and investment management in the Federal District, catering to the unique financial needs of clients in the nation's capital.

Porto Alegre, RS/Brazil

Address: Av. Carlos Gomes, 700 – 9º andar – Auxiliadora, Porto Alegre – RS, 90480-000

To cater to the investment and wealth management needs of clients in the economically important southern region of Brazil, offering tailored financial strategies.

Belo Horizonte, MG/Brazil

Address: Rua Gonçalves Dias, 1700 – Pilotis – Lourdes, Belo Horizonte – MG, 30140-093

To establish a strong presence and serve the growing client base in Belo Horizonte and the state of Minas Gerais with personalized financial solutions.

Buying Intent Signals for TAG Investimentos

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading TAG Investimentos? Meet the Executive Team

As of April 2025, TAG Investimentos' leadership includes:

Patricia Moraes - CEO
Dan Kuti - CIO & Sócio Fundador (Founding Partner)
Marco Bismarchi - Sócio Fundador (Founding Partner)
Bernardo Queima - Sócio Fundador (Founding Partner)
Alexandre Kohlmann - Sócio e Head de Wealth Management (Partner and Head of Wealth Management)
André Barreto - Sócio e Head de Asset Management (Partner and Head of Asset Management)
Felipe Campos - Sócio e Head de Relações com Investidores e Novos Negócios (Partner and Head of Investor Relations and New Business)
André Reginato - Sócio e Head de Operações (Partner and Head of Operations)
Daniel Gewehr - Sócio e Head de Risco e Compliance (Partner and Head of Risk and Compliance)

Who's Investing in TAG Investimentos?

TAG Investimentos has been backed by several prominent investors over the years, including:

Patria Investimentos (Minority Stakeholder)

What Leadership Changes Has TAG Investimentos Seen Recently?

Hire3
Exits0

TAG Investimentos significantly strengthened its leadership team in mid-2023 with the appointment of three new partners, enhancing capabilities in key areas such as risk & compliance, operations, and investor relations & new business. No major executive departures have been publicly announced recently.

New Appointments:

Daniel Gewehr, Daniel Gewehr appointed as new Partner and Head of Risk and Compliance.
André Reginato, André Reginato appointed as new Partner and Head of Operations.
Felipe Campos, Felipe Campos appointed as new Partner and Head of Investor Relations and New Business.

What Technology (Tech Stack) Is Used byTAG Investimentos?

Discover the tools TAG Investimentos uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

TAG Investimentos Email Formats and Examples

TAG Investimentos most likely utilizes common corporate email formats. Based on standard practices for Brazilian companies of similar size and industry, emails would typically combine employee names with the company domain 'taginvestimentos.com'.

[first].[last]@taginvestimentos.com

Format

joao.silva@taginvestimentos.com

Example

80%

Success rate

What's the Latest News About TAG Investimentos?

Brazil Journal • August 29, 2023

Patria Investimentos acquires minority stake in TAG Investimentos

Patria Investimentos, a leading alternative asset manager in Latin America, has acquired a minority stake in TAG Investimentos, a prominent independent multi-family office in Brazil. This strategic partnership is aimed at accelerating TAG's growth trajectory and expanding its service offerings in the Brazilian wealth management market....more

Pipeline Valor (Valor Econômico) • June 1, 2023

TAG Investimentos Announces Three New Partners

TAG Investimentos announced the appointment of three new partners: Daniel Gewehr (Risk and Compliance), André Reginato (Operations), and Felipe Campos (Investor Relations and New Business). These additions are set to strengthen the firm's leadership team and support its continued expansion and service enhancement....more

Various financial news outlets (e.g., Exame, InfoMoney) • April 3, 2023

Patricia Moraes appointed CEO of TAG Investimentos

Patricia Moraes, a seasoned executive with extensive experience in the financial market, including a long tenure at JPMorgan, was appointed as the new CEO of TAG Investimentos. Her leadership is expected to drive the firm's strategic vision and growth....more

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