Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda. is an independent asset manager headquartered in Jaraguá do Sul, Santa Catarina, Brazil. Founded on August 25, 2015, it operates exclusively as a family office for its founding partners. The firm does not serve external clients and does not engage in fund distribution or marketing. Its funds are closed and managed solely for a restricted group of investors, in line with its family office model. The company employs a lean structure focused on private wealth management and regulatory compliance.
Investment Strategy
Milestones Administradora de Recursos Ltda. offers asset management services exclusively for its partners as a family office. Its strategy prioritizes privacy, prudent capital preservation, and personalized wealth planning. The firm’s portfolios consist of long-term, diversified investments tailored to the needs of a small, closed group of investors, without external fundraising or marketing. Its approach emphasizes regulatory rigor, confidentiality, and a selective investment philosophy addressing family governance and bespoke objectives.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 19.26% | $56.3M | 256,650 | $157.76 | $219.39 | +$6.1M |
M MSFT | MICROSOFT CORP | 16.84% | $49.2M | 98,972 | $298.80 | $497.41 | +$11.3M |
G GE | GE AEROSPACE | 12.92% | $37.8M | 146,725 | $228.38 | $257.39 | +$25.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 12.05% | $35.2M | 155,500 | $208.93 | $226.49 | +$26.9M |
G GOOGL | ALPHABET INC | 8.82% | $25.8M | 146,272 | $160.18 | $176.23 | +$10.2M |