Background

Founded in 2010, Primo Fund was born from the extensive wealth management and entrepreneurial experience accumulated by our family over the years. In response to the global financial crisis of 2008, our founder assembled a highly qualified team to take a more hands-on approach to managing family wealth and investments, with a strong emphasis on liquidity and transparency.

Our primary mission is to preserve and grow family assets while sharing valuable insights, lessons, and investment opportunities. The fund operates with a carefully selected group of investors who prioritize privacy, trust, and transparency.

Funds Overview

PRIMO Defensive Income Options Fund

Conservative options strategy designed to gain market exposure while generating income through premium collection from option sales. This approach seeks to deliver consistent returns with managed risk.

The portfolio is diversified across equities and options from global markets, with a focus on developed countries. We concentrate on companies with a market capitalization of $10 billion or more, ensuring stability and resilience in our investments.

PRIMO Fixed Income

Focused on high-quality U.S. dollar-denominated corporate bonds. We select bonds based on rigorous macroeconomic assessments combined with a diversified geographical allocation. This approach is designed to mitigate risk and optimize returns, while maintaining a strong emphasis on liquidity.

History


2000 - 2007

2008

2009

2010

2016

2000 - 2007

  • Geographical diversification of the family wealth
  • Investing in the American stock market by private management

2008

  • The biggest global economic crisis since 1929, caused by the “burst of the real estate bubble” in the United States
  • The markets lacked liquidity, preventing capital to be relocated

2009

  • The fund’s dedicated team has begun to be assembled. It enabled more control of procedures and investments.
  • New priorities were stablished: liquidity and simplicity
  • The portfolio rapidly recovered from the crisis due to the improvement of the global economic scenario

2010

  • As a result of this new management approach, the PRIMO Investment Fund was created as a professional fund
  • Improved performance and cost efficiency
  • Better access to capital markets

2016

  • The Primo Investment Fund is launched as a professional entity, to accommodate needs such as, personalized advisory and care with low cost
  • Partnership model developed to share investment ideas, knowledge, insights and opinions
  • The main goal was to preserve and also grow the wealth trusted by investors through simple and efficient operations.


Team

Our leadership brings over 30 years of investment experience, with a management team that has been working together seamlessly for more than a decade. The team is complemented by dedicated compliance officers, a skilled back-office staff, and client relations professionals. Additionally, we have a specialized group of analysts and traders who provide comprehensive coverage of global markets, ensuring our strategies are informed, disciplined, and responsive.



Fiduciary Structure

Legal structure

Bahamian Professional Fund

Licensed and regulated

Securities Commission of The Bahamas

Administrator

UBS

Auditor

Baker Tilly International

AUM

500 MM USD

Liquidity

Monthly

Administration fee

PRIMO Defensive Income Options Fund – 1% p.a.
PRIMO Fixed Income – 0.75% p.a.

Performance fee

20% High Water Mark

 

Contact

#2 Pineapple House
Nassau, The Bahamas
+1 (242) 362-4353

primo@primo.bs

    Disclaimers

    None of the information on this web site constitutes a recommendation, solicitation or offer by PRIMO Investment Strategy Fund Limited SAC or PRIMO Investment Advisors Limited to buy or sell any securities or provide any investment advice or service. The information on this web site has been prepared without reference to any particular user’s investment requirements or financial situation. Certain transactions give rise to substantial risk and are not suitable for all investors. Before executing any transaction involving information obtained from this web site, you should carefully read the Offering Memorandum, the Class Supplements and the Subscription Agreement of PRIMO Investment Strategy Fund Limited SAC (the “Subscription Documents”), and consult your business advisor, attorney and tax and accounting advisors with respect to the transaction price, suitability, value and risk, as well as any tax considerations and applicable exchange control regulations arising in the jurisdiction of your citizenship, residence or domicile. The Subscription Documents may be made available, upon the prospective investor’s request, by the administrator of PRIMO Investment Strategy Fund Limited SAC, which is Credit Suisse (Mrs. Natalia Sigolo, email: natalia.sigolo@credit-suisse.com, tel.: +55 11 2107 7760). Past results are not necessarily an indicative of future performance. No assurance can be given by PRIMO Investment Strategy Fund Limited SAC, nor its administrator, or PRIMO Investment Advisors Limited that PRIMO Investment Strategy Fund Limited SAC will achieve its investment objective and that profits will be achieved or that substantial losses will not be incurred. The information and services provided on this web site are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where PRIMO Investment Strategy Fund Limited SAC or PRIMO Investment Advisors Limited are not authorized to provide such information or offer their services.