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PATRIMONIO
Merchant Bankers & Trust Co.

HOUSE OF PATRIMONIO · MMXXV

Private-banking DNA,
rebuilt as a fintech stack.

A dark-gold operating system for capital: live dashboards, vault controls, settlement rails and trust accounts, wrapped in the discretion of a private house.

Built for family offices · merchant houses · special situations

Live: House Dashboard
MMXXV
House AUM
$842.3M
+2.1%
Dry Powder
$132.7M
+$8.4M
Committed Capital
$709.6M
+$3.0M
Risk Surface · 30DVaR: 3.7%
Active SituationsFiltered
Gulfstream Data Center SPV
Infra · Equity
$92.4M
+14.2%
LatAm Power Corridor
Project Debt
$63.1M
+3.8%
Distressed Bonds · NFE 29s
HY · Special
$27.9M
+8.5%
Harbor Real Estate Cell
LLLP · RE
$41.6M
+1.1%

Digital House Dashboard

Live: House Dashboard
MMXXV
House AUM
$842.3M
+2.1%
Dry Powder
$132.7M
+$8.4M
Committed Capital
$709.6M
+$3.0M
Risk Surface · 30DVaR: 3.7%
Active SituationsFiltered
Gulfstream Data Center SPV
Infra · Equity
$92.4M
+14.2%
LatAm Power Corridor
Project Debt
$63.1M
+3.8%
Distressed Bonds · NFE 29s
HY · Special
$27.9M
+8.5%
Harbor Real Estate Cell
LLLP · RE
$41.6M
+1.1%

The Patrimonio dashboard is designed as a control room for capital: live exposures, stress scenarios, counterparty maps and trust balances — not a toy mobile app.

  • • Dark, distraction-free interface for long-form work
  • • Gold accents reserved only for active capital & risk signals
  • • Layout optimized for 27"+ screens and investment teams

Payment Cards & Access

Cards are treated not as consumer gimmicks, but as cryptographic keys to the House. Black substrate, gold mark, no noise.

  • • Metal and virtual cards under a single risk policy
  • • Vault-linked limits and per-entity controls
  • • Programmatic controls for special situations & funds
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HOUSE ACCESS
PATRIMONIO MERCHANT BANKERS & TRUST CO.
•••• 5287 •••• 1931
Cardholder
RAFAEL BENAVENTE
Expires
12 · 29

Vault & Trust Controls

Vault MatrixHouse · Client · Trust
House Ledger
Operating & Risk
Ops Liquidity$18.4M
Buffer$7.2M
Stress Liquidity$4.1M
Client Cells
Segregated
Seg. Trust Balances$291.7M
Pending Settlements$12.3M
Restricted Cells$54.0M
Trust Layer
Irrevocable / Court-Ready
Patrimonial Trusts$168.2M
Estate Vehicles$43.9M
Disputed / Frozen$3.6M

A dedicated vault interface separates operating liquidity from patrimonial assets. Movements, approvals, and trust flows are modeled explicitly.

  • • Multi-signature approval flows
  • • Distinct House, Client, and Trust layers
  • • Event trail suitable for court, auditor, and archive

App Shell & Loading States

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Even loading states are treated as part of the House ritual: a gold monogram pulse while ledgers and vault data are synchronized.

  • • Gold monogram pulse on black
  • • Skeleton screens for positions & flows
  • • No marketing — only system status