Building Legacies &
Uncovering Opportunities

Our cornerstone is the nurturing of enduring relationships, driven by a legacy-focused approach to the US real estate private equity. Through our relationships, we uncover unique investment opportunities in the US, facilitated by long-term collaborations with specialized experts.

Team

Anchor 1

Core Values

CoreValus

Origination:
Building on Bedrock

We build our foundation on thoughtful origination. By offering differentiated investment products and elevated investor experiences, we aim to create a reliable platform for economic success.

Macro Insight for Informed Choices

We adopt a global perspective, leveraging news, data, and connections to grasp market dynamics. This empowers us to understand and navigate market forces and shifts.

Present Focus, Optimal Entry

Rather than emphasizing forecasts of future market changes, our focus lies in comprehending the present environment. This approach directs us toward strategic entry points, allowing us to align our asset choices with our strategy.

Expert Partnerships, Enhanced Returns

Through enduring partnerships with niche experts, we tap into valuable specialized knowledge to capture opportunities and provide economies of scale for our clients.

Rigorous Risk Management

Committed to preserving legacies, we aim to deeply comprehend risks, gauge their impact, and transparently communicate. Proactively, we deploy strategies to mitigate risk effects.

Aligned Success

Our success aligns with clients' prosperity and future legacy. Through shared objectives, we foster mutual growth and a harmonious, beneficial partnership

Finanz Capital

Our approach is guided by a global perspective, data analysis,

and a well-connected network, all of which inform our investment decisions.

Team

Leadership Team

Jorge A. Bauer

Principal

Jorge A. Bauer, the CEO and Founder of Finanz Butik and Principal of Finanz Butik Capital Management LLC, directs the overall strategy and oversees investment decisions for the company. With over 15 years of experience in Emerging Markets Finance and Lending, prior to founding Finanz Butik, Jorge has managed diverse portfolios, including overseeing a $300 million USD portfolio in SMEs and Microfinance across multiple countries, directing a $200 million USD portfolio at Financiera Finsol and managing over $700 million USD in distressed banks for the Federal Government, before leading the Credit department of Banco Azteca. Jorge holds an MSc in Local Economic Development from The London School of Economics and Political Science, with academic merit recognition, and has pursued additional studies at Harvard Business School, Universidad Alfonso Décimo el Sabio de Madrid (Spain), The University of Essex (UK), and Instituto Tecnológico y de Estudios Superiores de Monterrey (Mexico).

Simen Ruge

Principal
Simen Ruge spearheads the investment activities of Finanz Butik Capital Management as one of its principals, in addition to serving as the Chief Investment Officer for the wider Finanz Butik Corporation. Beginning his career as an investment banker in London, Simen played a pivotal role in orchestrating and executing fixed-income securities and derivatives transactions, handling transactions totaling billions of dollars annually for a decade. He built and oversaw institutional client franchises for renowned banks like Barclays, UniCredit, and State Street. In 2019, Simen relocated to Miami and co-founded SyndiGate Capital, a real estate capital markets firm with a focus on raising equity capital for middle market commercial real estate. He graduated with Honors from the University of Edinburgh in 2009, earning a Master's degree in Economics and Business. More recently he has completed executive courses at Harvard Business School in alternative investments. Simen has previously passed the series 7 and series 63 exams, currently an active holder of the Series 65 exam, having previously held similar accreditations in the UK and Europe.

Jose Luis Musi

Principal

José Luis ('Pepe') Musi also serves as the CFO and CSO of Finanz Butik, overseeing all financial activities and collaborating with the CEO to develop and execute the company's overall corporate strategy. Pepe commenced his career at Algorithmics Inc (an IBM Company) in the Risk Analytics Business Division, eventually leading the presales team in LatAm for Risk Analytics Solutions. In 2014, he joined Sura Asset Management, a major pension company in LatAm, where he earned successive management promotions over 8 years. Pepe played a pivotal role in expanding Wealth Management distribution channels in Mexico and the broader LatAm region. In his final position at Sura Asset Management, he served as the Director of Strategy and Innovation, guiding the design and execution of the company's overall corporate strategy. Pepe holds an EMBA from the One MBA consortium and has completed executive course programs at Chicago Booth and Harvard Business School. He initiated his academic journey with a Bachelor's degree in finance from Instituto Tecnológico y de Estudios Superiores de Monterrey (Mexico).

Contact

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Building Legacies & Uncovering Opportunities