| |
| |
|
|
| family: |
| members: |
| - name: "Brunella Garcia Bumachar" |
| cpf: "80323332749" |
| role: "matriarca_administradora" |
| residence: "Vila Velha-ES, Brasil" |
| |
| - name: "Emilio Melhem Bumachar Neto" |
| cpf: "10844858773" |
| role: "socio_diretor" |
| residence: "Vitória-ES, Brasil" |
| |
| - name: "Gibran Garcia Bumachar" |
| cpf: "13204933784" |
| role: "socio_diretor" |
| residence: "Toronto, Canadá" |
|
|
| objectives: |
| - preserve_capital: true |
| - moderate_growth: true |
| - diversification: true |
| - controlled_liquidity: true |
| - strong_currency_usd: true |
|
|
| fears: |
| - post_liquidity_capital_loss |
| - regulatory_tax_risk |
| - counterparty_risk |
| - execution_risk |
| - liquidity_risk |
|
|
| biases: |
| - preference_predictability |
| - aversion_complexity_without_governance |
| - aversion_concentration |
|
|
| hard_constraints: |
| - no_communication_spouses |
| - subrogation_segregation |
| - protection_minors |
| - compliance_offshore_bvi |
|
|
| allocation_limits: |
| currency: |
| brl_max: 0.70 |
| usd_max: 0.50 |
| other_max: 0.10 |
| |
| asset_type: |
| real_estate_base: true |
| offshore_diversification: true |
| liquidity_min: 0.05 |
| liquidity_max: 0.20 |
| |
| counterparty: |
| max_per_issuer: 0.20 |
| max_per_counterparty: 0.15 |
|
|
| risk_limits: |
| max_loss_per_investment: 0.10 |
| max_loss_per_year: 0.05 |
| max_volatility_annual: 0.15 |
| max_volatility_monthly: 0.05 |
|
|
| report_preferences: |
| format: "df_fpa" |
| frequency: |
| operational: "monthly" |
| strategic: "quarterly" |
|
|
| structures: |
| bni: |
| cnpj: "10.517.401/0001-77" |
| regime: "lucro_presumido" |
| activity: "locacao_imoveis" |
| |
| offshore: |
| jurisdiction: "bvi" |
| company_number: "2105067" |
| incorporation_date: "2022-08-10" |
|
|
