IG4 Capital Advisors (US) LP (“IG4 US” or the “Adviser”) is a newly formed limited partnership formed in
Delaware in 2021. IG4 is beneficially owned by Paulo Mattos, Gustavo Buffara, Felipe Fingerl, Pablo
Kuhlenthal and Daniela Caram (the “Principals”). As a newly formed entity that has not yet commenced
investment management activities, the description of IG4 US’s advisory business set forth herein is based on
IG4 US’s expectations regarding the nature of such activities. It is anticipated that IG4 US’s investment
advisory activities will be substantially similar to the investment advisory services currently provided by IG4
Brazil, IG4 GP II and IG4 UK, discussed below.
IG4 Capital Investimentos Ltda. (“IG4 Brazil”), IG4 Capital General Partner II Limited (“IG4 GP II”) and
IG4 Capital Advisors LLP (“IG4 UK” together with IG4 US, IG4 Brazil and IG4 UK “IG4 Group”) are
relying advisers of IG4 US. IG4 Brazil is an alternative investment asset management firm established in
2016 and focused on private equity investments. IG4 Brazil’s team has been working together since 2012
and has executed complex private equity transactions. IG4 Brazil currently manages a deal-specific fund, in
partnership with the Alberta Investment Management Corporation and Canada Pension Plan Investment
Board, and IG4 GP II currently manages a private equity fund, IG4 Capital Private Equity Fund II, funded
by institutional offshore investors, pension funds, sovereign funds and developmental financial institutions.
IG4 UK is an advisory vehicle established in the United Kingdom to give professional and specialized advice
to IG4 GP II. Finally, hoping to broader its activities, IG4 Group is preparing a new private equity fund, IG4
Capital Private Equity Fund III, which is still raising funds from its investors.
IG4 Group has a team of 25 investment professionals and has offices all over the world, including London,
in São Paulo, Santiago, Lima and Madrid.
The core of IG4 Group’s private equity model is predicated on entering into investment opportunities with
hard/real assets and a previous operational track record. IG4 Group will primarily exert its core competencies
through creative capital restructurings, through promoting change of control positions with strong
governance while partnering with stakeholders. IG4 Group’s unique approach towards investment
opportunities focuses on positive change in the fundamentals and operations of companies and assets.
IG4 Group’s team has developed unique partnerships, becoming a go-to asset manager to design creative
and complex solutions. Companies and large infrastructure conglomerates seeking a solution to their
complex situations have become a source of deal flow for IG4 Group. In the past three years, IG4 Group has
screened and evaluated over 300 investment opportunities.
Now, envisaging an opportunity to continuing growing, IG4 Group wishes to establish a brand-new portfolio
manager in the US looking to be near some of the biggest investors in world.
IG4
US will provide discretionary investment advisory services to the following private investment funds
(the “Funds”):
IG4 Capital Private Equity II
IG4 Capital Private Equity III
The general partners (the “General Partners”) typically serves as general partner of Funds organized as
limited partnerships. Funds are neither registered under the Securities Act of 1933, as amended, nor
registered under the Investment Company Act of 1940, as amended. Accordingly, interests in Funds are
offered exclusively to investors satisfying the applicable eligibility and suitability requirements either in
private placement transactions within the United States or in offshore transactions. No offer to sell interests
in these Funds (or a solicitation of an offer to purchase interests) is made by the descriptions in this Brochure,
nor is this Brochure an offer or agreement to provide advisory services to any person. Please see Item 7
(Types of Clients) of this Brochure for more information with respect to IG4’s clients.
IG4 Group’s investment advice is principally focused on special opportunities private equity investments in
Latin America. IG4 Group’s is focused on value creation, ESG integration and sustainable capitalism in the
emerging markets. By integrating ESG into the core investment and engagement processes of turning around
companies under special situations, IG4 Group believes it can generate long-term financial returns with
impactful environmental, social and governance benefits. IG4 Group’s investment approach seeks to mitigate
key risks before tapping into investment opportunities to capture returns using private equity, private
investments in public equities - PIPE, private credit and debt-equity swaps tools.
Therefore, the advisory services to be provided by IG4 US to the Funds will be tailored to the investment
objectives and investment restrictions, if any, as set forth in the governing documents of the Funds. In
general, IG4 Group does not tailor its advisory services to the individual needs of investors in the Funds and
generally does not accept investment restrictions imposed by such Fund investors.
Each of the Funds, General Partners and IG4 Group from time to time enter into agreements (“Side Letters”)
with one or more investors whereby in consideration for agreeing to invest certain amounts in the Fund
and/or other consideration deemed material, such investors are granted favorable rights not afforded other
investors in such Fund, generally. Such Side Letters are entered into by Funds, Fund General Partners and
IG4 without the consent of or notice to the other investors in such Fund.
IG4 does not participate in wrap fee programs.
As of December 31, 2023, IG4 Brazil and IG4 GP II manage approximately $1,750,424,654.581 in regulatory
assets under management on a discretionary basis. At the time of this Brochure, IG4 US has
$1,738,333,845.51 of assets under management.
1 Approximately R$8.577.080.807,44 in Brazilian Real.