This text provides an overview of investment activities in Chile by several prominent families and businessmen. Here’s a breakdown of the key players and their investments:
Key Investors and Their Holdings:
Unnamed Investor (participates in 20 real estate and feeders):
Invests in 20 real estate and feeder funds from managers like Link Capital, Asset, Neorentas, bice, Ameris, Vincicompass, BCI, Credicorp, Security, Sigma, and Alza.
Has a US$ 5.7 million investment in the “Arrayán Chilean Actions” fund, managed by Link. Ignacio guerrero (through “Investments and advice Iculpe Limitada”):
Invests in nine direct investment funds in Chile, focusing on private debt, real estate, and infrastructure. Managers include Ameris, Credicorp, Larrainvial Active, and XLC.
His “Guerrero Society” also invests in three feeder funds from Ameris and Trust Front.
guillermo Harding (through “ICC Investments”):
Invests in 17 Feeder funds of Chilean managers. Focuses on real estate and international private capital.
Managers include Neorentas, Independencia, larrainvial Active, Credicorp Capital, Vinci Compass, Volcomcapital, Bice, Singular, and XLC.
The Penta Group (Carlos Alberto Délano and Carlos Eugenio lavín):
Carlos Alberto Délano (through “Investments Delmen Limitada”):
Invests in four funds:
Three with Ameris (two in industrial income, one in alternative assets).
One US shares fund, “Equity Trading sensor.”
Carlos Eugenio lavín (through “Investments old convent”):
Invests in six local funds (variable income, infrastructure, private debt, private capital) from managers like quest, Link, Penta the Americas, and Amicorp.
Invests in three foreign funds managed by credicorp, Singular, and Link.
Retail Shareholders:
Gálmez Puig family:
Through “Real Estate and Investments Quilicura SA,” they participate in eight real estate funds.
Contributed US$ 8 million to the “multifamily” rise fund.
Through “INVERSIONES EL CONVENTO LTDA,” they invest in 12 funds (bonds, real estate, alternative assets feeders) from Credicorp, Bice, Vincicompass, Falcom, and Singular. Heller Solari family (through “Bethia Sa”):
Participates in the “Growth and income” fund of Vinci Compass, holding 3% of contributions.
Solari donaggio family (through “Gross Spa investments”):
Holds 5% of Vinci Compass’s “Small Cap” fund, representing over US$ 1 million.
Unnamed investor (through “Inversiones far Ltda.”):
Held 8% of BICE’s “BICE real estate III” vehicle, which has completed it’s liquidation.
Familia Müller:
Invests in three local funds, primarily in private capital (Talana via Venturance), private debt (Volcomcapital), and infrastructure.
Invests US$ 6.5 million (4% of quotas) in the Front Trust infrastructure vehicle.
Overall Themes:
Diversification: These investors are actively diversifying their portfolios across various asset classes, including real estate, private debt, infrastructure, private capital, and equities.
Manager Relationships: There’s a clear pattern of investing with specific fund managers repeatedly, indicating established relationships and trust.
Chilean Market Focus: While some invest internationally, a notable portion of the described investments are within the Chilean market.
family Offices: Many of these investments are channeled through family offices, highlighting a structured approach to wealth management.
Growth Sectors: Real estate, private debt, and infrastructure appear to be key areas of interest.
This information provides a snapshot of how significant capital is being deployed within the Chilean investment landscape by prominent business families and individuals.