About

Provided by Stocche Forbes Advogados

Our investment funds team is business-orientated and provides full support and leading advice to a wide range of market players in the funds industry, including shareholders, investment fund administrators, managers, custodians, bookkeepers, specialized consultants and other service providers.


We have extensive experience in structuring a wide range of investment funds, including Private Equity Funds (Fundos de Investimento em Participações – FIPs), Receivable Funds (Fundos de Investimento em Direitos Creditórios – FIDCs), Real Estate Funds (Fundos de Investimento Imobiliário – FIIs), Infrastructure Funds (Fundos de Investimento em Infraestrutura – FI-Infra), specific investment funds regulated by CVM Instruction No. 555/14, among others.


Our practice also upholds a preventive approach related to investment funds’ governance and compliance structures. In such cases, our team works closely with our leading white-collar crime practice, enabling our firm to provide creative and cohesive solutions. These services include the provision of compliance reviews, development of compliance policies and internal procedures, as well as the assessment regarding the need to develop informational barriers, segregation of activities and standards of conduct due to potential conflicts of interest.

 

Chambers Review

Provided by Chambers

Investment Funds - Brazil

2
Band 2

What the Team is Known For

Stocche Forbes's investment funds practice benefits from the firm's highly regarded finance expertise. It frequently handles structured funds matters and regulatory issues before the CVM. It is often sought after by asset managers to structure real estate investment funds and receivables vehicles. It is additionally skilled in representing private equity firms in structuring funds, public offerings and issuance of quotas. Clients also benefit from the firm's experience handling administrative proceedings.

Work Highlights

Provided by Stocche Forbes Advogados

  • Stocche Forbes advised XP Investimentos on the public offering of shares by Pátria Private Equity VII Advisory Fund, under CVM Rule No. 160, with a total value of BRL1 billion.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Marcos Canecchio Ribeiro
2
Marcos Canecchio Ribeiro
2
Band 2
Marcos Canecchio Ribeiro is an experienced practitioner leading as legal counsel on the structuring of investments and public offering of quotas, FIAGRO, FII and FIP.

Marcos is a lawyer with extensive expertise in capital markets, particularly in structured investment funds. He provides timely support in complex cases with challenging deadlines.

Marcos Ribeiro has excellent technical knowledge and provides responses with great speed.

Marcos is a pragmatic and solution-oriented partner.

Bernardo Kruel de Souza Lima
5
Bernardo Kruel de Souza Lima
5
Band 5

Bernardo Kruel de Souza Lima is active advising clients on structuring of investment vehicles and public offering of shares and quotas of FII and FI-Infra.

Bernardo Kruel de Souza Lima is a highly skilled professional who meets our demands and provides creative solutions.

Ranked Lawyers at
Stocche Forbes Advogados

Provided by Chambers
Filter by
Band

Brazil

Investment Funds

Marcos Canecchio Ribeiro
2
Marcos Canecchio Ribeiro
2
Band 2
Bernardo Kruel de Souza Lima
5
Bernardo Kruel de Souza Lima
5
Band 5

Members

Provided by Stocche Forbes Advogados