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Vinci Compass Investments (VINP) investor relations material
Vinci Compass Investments Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Achieved record FRE margin of 32.3% and earnings of BRL 77.1 million in Q3 2025, with adjusted distributable earnings of BRL 73.1 million (BRL 1.16/share), up 28% year-over-year.
Assets under management reached BRL 316.3 billion (US$59.4 billion), a 4% sequential and 349% year-over-year increase, driven by organic growth, Compass combination, and Lacan acquisition.
Announced acquisition of a 50.1% stake in Verde Asset Management, expected to close by end of November, strengthening asset allocation leadership in Latin America.
Secured first offshore and Brazilian pension plan commitments in SPS4, highlighting penetration into new investor segments.
Hosted successful Investor Day in New York, reinforcing long-term vision and transparency.
Financial highlights
Total fee-related revenues were BRL 238 million, up 111% year-over-year; management fees were BRL 202 million; fee-related expenses were BRL 161 million.
FRE for Q3 2025 was BRL 77.1 million (BRL 1.22/share), up 43% year-over-year, with a margin of 32.3%, the highest since Compass combination.
Adjusted distributable earnings totaled BRL 73 million, up 28% year-over-year, with a margin of 28.1%.
Performance-related earnings were BRL 1.7 million, with most performance fees crystallizing semi-annually.
Quarterly dividend declared at US$0.15 per share, payable December 9, 2025.
Outlook and guidance
FRE margin expected to remain above 30% for the year, with further improvement anticipated post-Verde acquisition, targeting mid-30% levels.
Continued strong fundraising pipeline and product launches across private credit, global IP&S, and discretionary allocation products.
Efficiencies from Compass merger and regional expansion expected to benefit margins and results.
Optimism for medium- and long-term growth in TPD alternatives, especially in Chile, Mexico, and Brazil.
Verde acquisition's full impact on 2026 FRE margin
SPS IV pension plan: expected AUM growth impact?
New growth areas for TPD alternative inflows
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Next Vinci Compass Investments earnings date
Q4 20259 Feb, 2026
Next Vinci Compass Investments earnings date
Q4 20259 Feb, 2026
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Frequently asked questions
Vinci Partners Investments Ltd. is a listed investment management company. Vinci Partners Investment Ltd. engages in the provision of financial services. It operates through the following segments: Asset Management and Financial Advisory, Real Estate, and Others. The company was founded on 2009 and is headquartered in Rio de Janerio, Brazil
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