Vinci Partners Investments Ltd
NASDAQ:VINP
Vinci Partners Investments Ltd
Vinci Partners Investments Ltd. is an investments platform that offers a complete portfolio of strategies and solutions in alternative investments. The company is headquartered in Rio De Janeiro, Rio De Janeiro. The company went IPO on 2021-01-28. The Firm is engaged in asset and wealth management, offering a range of investment products and solutions across different strategies, such as private and public equities, real estate, credit, infrastructure and hedge funds, among others. In addition, the Firm provides financial advisory services, focusing mostly on pre-initial public offering (pre-IPO) and mergers and acquisitions (M&A) related services for middle-market companies.
Vinci Partners Investments Ltd. is an investments platform that offers a complete portfolio of strategies and solutions in alternative investments. The company is headquartered in Rio De Janeiro, Rio De Janeiro. The company went IPO on 2021-01-28. The Firm is engaged in asset and wealth management, offering a range of investment products and solutions across different strategies, such as private and public equities, real estate, credit, infrastructure and hedge funds, among others. In addition, the Firm provides financial advisory services, focusing mostly on pre-initial public offering (pre-IPO) and mergers and acquisitions (M&A) related services for middle-market companies.
AUM: Total AUM ended 2025 at BRL 354 billion, helped by BRL 14 billion of capital formation and appreciation in Q4 and BRL 42 billion for the full year (13% YoY growth).
Earnings: Q4 fee-related earnings were BRL 80.4 million (BRL 1.23/share) with a 32.6% FRE margin; full-year FRE was BRL 288.4 million (BRL 4.52/share) and 30.4% margin. Q4 adjusted distributable earnings were BRL 81.3 million (BRL 1.24/share).
Fundraising momentum: Strong activity in Credit and Global IP&S (TPD net inflows BRL 4.6 billion in the quarter); Credit AUM reached BRL 36 billion, up 25% YoY, and the firm sees a large pipeline of regional credit funds and SMAs.
M&A & Verde: Verde acquisition closed in December, adding ~BRL 16 billion AUM; management has already launched a joint product (VVFE Infra) and expects commercial synergies to start contributing in 2026.
Private equity liquidity: VCP III IPO of Agibank delivered a 3.8x gross MOIC and 35% IRR at IPO price; another transaction (reverse IPO of CBO into OceanPact) was signed to increase liquidity for VCP II.
Capital returns & balance-sheet earnings: Q4 IRE was a record BRL 45 million driven by markups and REIT appreciation; the firm has returned over BRL 1.4 billion via dividends and buybacks since IPO and declared a dividend of $0.17 per ADR payable April 2.
