VINCI COMPASS ANNOUNCES CHANGES TO ITS BOARD OF DIRECTORS Accessibility StatementSkip Navigation RIO DE JANEIRO, March 17, 2026 /PRNewswire/ -- Vinci Compass Investments Ltd. (NASDAQ: VINP) ("Vinci Compass," "the Company," "we," "us," or "our"), the controlling company of a leading alternative investments and global solutions provider in Latin America, announced today certain changes to its Board of Directors. As the Company marks five years since its IPO and continues to advance its long-term objective of ...

Chief Executive Officer Alessandro Horta described 2025 as “a pivotal chapter” marked by cross-country collaboration to drive synergies across products and commercial teams. He highlighted the firm’s first Investor Day as Vinci Compass and the acquisition of Verde, which closed in December and added approximately BRL 16 billion in assets under management (AUM).The company declared a quarterly dividend of $0.17 per common share, payable April 2 to shareholders of record as of March 19.Investor Relations Mana ...

Exhibit 99.4 Vinci Compass Investments Ltd. (formerly known as "Vinci Partners Investments Ltd.") Consolidated Financial Statements as of December 31, 2025 Report of Independent Registered Public Accounting Firm To the Shareholders and Board of Directors of Vinci Compass Investments Ltd. Opinion on the Financial Statements /s/ PricewaterhouseCoopers Auditores Independente Ltda. Rio de Janeiro, March 4, 2026 We have served as the Company's auditor since 2010. F-2 Vinci Partners Investments Ltd. Consolidated ...

Financial Data and Key Metrics Changes - For Q4 2025, Vinci Compass generated Fee Related Earnings (FRE) of BRL 80.4 million or BRL 1.23 per share, with a FRE margin of 32.6% [3] - Full year FRE reached BRL 188.4 million or BRL 4.52 per share, with a FRE margin of 30.4% [3] - Adjusted Distributable Earnings for Q4 were BRL 81.3 million or BRL 1.24 per share, representing a 10% growth on a nominal basis [34] - Full year Adjusted Distributable Earnings totaled BRL 292 million or BRL 4.58 per share, reflecting 22% nominal growth [34] Business Line Data and Key Metrics Changes - The Global IP&S segment delivered BRL 4.6 billion in net inflows during Q4, contributing significantly to AUM growth [20] - The Credit vertical achieved approximately BRL 3 billion in capital formation appreciation in Q4, totaling roughly BRL 10 billion for the full year, with AUM reaching BRL 36 billion, up 25% year-over-year [22] - Advisory fees for Q4 totaled BRL 15 million, showing a decrease year-over-year due to quieter deal activity [29] Market Data and Key Metrics Changes - Total AUM at the end of 2025 was BRL 354 billion, reflecting a 13% year-over-year growth [9] - The company experienced BRL 14 billion in capital formation during Q4, contributing to a total of BRL 42 billion for the full year [9][19] - The infrastructure credit segment continues to show strong long-term momentum, reinforced by winning a new BNDES tender process [9] Company Strategy and Development Direction - Vinci Compass aims to capture growth in alternatives in Latin America, leveraging synergies from its merger with Compass and the acquisition of Verde [6] - The company is focused on expanding its solutions set and deepening synergies between its teams, particularly in the infrastructure and credit sectors [8] - The strategic rationale behind recent acquisitions is to enhance asset allocation capabilities and drive shareholder value through accretive transactions [18] Management's Comments on Operating Environment and Future Outlook - Management anticipates a monetary easing cycle in Brazil, which could lower debt service costs and support asset re-rating [13] - The company remains cautious about potential volatility due to upcoming electoral cycles in Brazil, Colombia, and Peru, but believes it is well-positioned to navigate these challenges [13][14] - There is optimism regarding fundraising momentum, particularly in the Credit segment, with expectations of continued growth in 2026 [15] Other Important Information - The company declared a quarterly dividend of $0.17 per common share, payable on April 2nd to shareholders of record as of March 19th [3] - A reporting change was introduced where all comprehensive income now flows to distributable earnings, providing a more comprehensive view of results [32] Q&A Session Summary Question: Impact of elections on fundraising - Management noted that while elections are a variable, the main impact on fundraising will come from cyclicality related to interest rates, which could create opportunities for growth in cyclical asset classes [38][40] Question: Advisory fees expectations - Advisory fees are expected to be slightly lower in 2026 compared to 2025, with the first half of the year anticipated to be slower due to lower deal activity [42][44] Question: M&A synergies and future inflows - Management confirmed that there are still synergies to be captured from previous M&A activities, with some commercial efforts expected to yield results in 2026 [50][52] Question: Investment-related earnings expectations - The expectation for 2026 is for unrealized investment-related earnings to contribute more significantly to net profits, with potential impacts on distributable earnings as funds start returning capital [56][57] Question: Sentiment on private credit fundraising - Management expressed optimism regarding the credit vertical, noting that their diversified strategies and institutional client base mitigate risks associated with global private credit trends [60][62]

Financial Data and Key Metrics Changes - For Q4 2025, Vinci Compass generated Fee Related Earnings (FRE) of BRL 80.4 million or BRL 1.23 per share, with a FRE margin of 32.6% [3] - Full year 2025 FRE reached BRL 188.4 million or BRL 4.52 per share, with a FRE margin of 30.4% [3] - Adjusted Distributable Earnings for Q4 2025 were BRL 81.3 million or BRL 1.24 per share, while for the full year, it totaled BRL 292.4 million or BRL 4.58 per share, reflecting 22% nominal growth [34] Business Line Data and Key Metrics Changes - The credit vertical delivered approximately BRL 3 billion of capital formation appreciation in Q4, contributing to a total of roughly BRL 10 billion for the full year, with credit AUM reaching BRL 36 billion, up 25% year-over-year [22] - Management fees for Q4 2025 were BRL 220 million, up 29% year-over-year, driven by strategic transactions and strong fundraising momentum [29] - Advisory fees totaled BRL 15 million in Q4, showing a decrease year-over-year due to quieter deal activity [29] Market Data and Key Metrics Changes - Total Assets Under Management (AUM) reached BRL 354 billion, reflecting a 13% year-over-year growth [8] - The company ended the year with BRL 42 billion in capital formation and appreciation, indicating strong fundraising momentum across global IP&S and credit segments [9] Company Strategy and Development Direction - Vinci Compass aims to capture growth in alternatives in Latin America, leveraging synergies from its merger with Compass and the acquisition of Verde [6][8] - The company is focused on expanding its solutions set and deepening synergies between its teams, particularly in the infrastructure credit space [8][10] - The strategic rationale behind acquisitions is to enhance asset base and drive shareholder value through accretive transactions [18] Management's Comments on Operating Environment and Future Outlook - Management anticipates a gradual reduction in debt service costs and lower discount rates in Brazil, which could support growth in 2026 [13] - The company remains optimistic about its fundraising pipeline and expects continued momentum in FRE growth supported by the full contribution of Verde's revenue [31][34] - Management acknowledges potential volatility due to upcoming electoral cycles but believes the firm is well-positioned to navigate and capitalize on market dislocations [13][14] Other Important Information - The company declared a quarterly dividend of $0.17 per common share, payable on April 2nd to shareholders of record as of March 19th [3] - Vinci Compass has launched new products in collaboration with Verde, indicating early success in capturing synergies from the acquisition [10][52] Q&A Session Summary Question: Impact of elections on fundraising - Management noted that while elections are a variable, the main impact on fundraising will come from cyclicality related to interest rates, which could positively affect capital raising in cyclical asset classes [38][40] Question: Advisory fees expectations - Management expects advisory fees to be slightly lower in 2026 compared to 2025, with the first half of the year likely to remain soft due to lower deal activity [42][44] Question: M&A synergies and their impact - Management confirmed that there are still synergies to be captured from previous M&A activities, particularly from the Compass and Verde transactions, which are expected to contribute to results in 2026 [50][52] Question: Investment-related earnings expectations - Management indicated that unrealized investment-related earnings are expected to become more material in 2026, with potential contributions to distributable earnings as funds start returning capital [56][57] Question: Sentiment on private credit fundraising - Management expressed optimism about the credit vertical, noting that their diversified credit business is less affected by global private credit concerns, with a focus on institutional investors [60][62]

Financial Data and Key Metrics Changes - In Q4 2025, Vinci Compass generated Fee Related Earnings (FRE) of BRL 80.4 million or BRL 1.23 per share, with a FRE margin of 32.6% [3] - For the full year 2025, FRE reached BRL 188.4 million or BRL 4.52 per share, with a FRE margin of 30.4% [3][27] - Adjusted Distributable Earnings for Q4 2025 totaled BRL 81 million or BRL 1.24 per share, representing a 10% growth on a nominal basis [32] - For the full year, Adjusted Distributable Earnings amounted to BRL 292 million or BRL 4.58 per share, reflecting 22% nominal growth [32] Business Line Data and Key Metrics Changes - The management fees in Q4 2025 were BRL 220 million, up 29% year-over-year, driven by strategic transactions and strong fundraising momentum [27] - Advisory fees totaled BRL 15 million in Q4 2025, showing a decrease year-over-year due to quieter deal activity [27] - Credit AUM reached BRL 36 billion, up 25% year-over-year, with approximately BRL 3 billion of capital formation appreciation in Q4 2025 [20] Market Data and Key Metrics Changes - Total AUM at the end of 2025 was BRL 354 billion, reflecting a 13% year-over-year growth [8] - The company experienced BRL 14 billion in capital formation during Q4 2025, contributing to a total of BRL 42 billion for the full year [8][18] Company Strategy and Development Direction - Vinci Compass aims to capture growth in alternatives in Latin America, leveraging synergies from its merger with Compass and the acquisition of Verde [6] - The company is focused on expanding its solutions set and deepening synergies between its teams, particularly in infrastructure credit and private equity [7][9] - The company plans to launch new products and expand its strategies across different geographies, enhancing its distribution capabilities [23][25] Management's Comments on Operating Environment and Future Outlook - Management anticipates a gradual reduction in debt service costs due to expected monetary easing in Brazil, which could positively impact fundraising and investment opportunities [12] - The company remains cautious about potential volatility due to upcoming electoral cycles in Brazil, Colombia, and Peru, but believes it is well-positioned to navigate these challenges [12] - Management expressed optimism about the fundraising pipeline for 2026, particularly in the credit segment, despite uncertainties in the broader market [37] Other Important Information - The company declared a quarterly dividend of $0.17 per common share, payable on April 2nd to shareholders of record as of March 19th [3] - The introduction of a minority interest line in financial reporting reflects the portion of Verde's earnings attributable to non-controlling interest [30] Q&A Session Summary Question: Impact of elections on fundraising - Management noted that while elections are a variable, the main impact on fundraising will come from cyclicality related to interest rates, which could create opportunities for growth in cyclical asset classes [34][38] Question: Advisory fees expectations - Management expects the advisory fees line to be slightly lower in 2026 compared to 2025, with the first half of the year likely to remain soft due to lower deal activity [40][42] Question: M&A synergies and future expectations - Management confirmed that there are still synergies to be captured from previous M&A activities, particularly from the Compass and Verde transactions, with some benefits expected to materialize in 2026 [49][52] Question: Investment-related earnings outlook - Management anticipates that investment-related earnings will start contributing more significantly to net profits in 2026, particularly as funds exit the J-curve [56][57] Question: Sentiment on private credit fundraising - Management expressed optimism about the credit vertical, noting that their diversified credit business is less affected by global private credit concerns, with a strong institutional client base [60][63]

Fourth Quarter and Full Year 2025 Earnings Presentation March 04, 2026 1 Disclaimer This presentation contains forward-looking statements that can be identified by the use of words such as "anticipate," "believe," "could," "expect," "should," "plan," "intend," "estimate" and "potential," among others. By their nature, forward-looking statements are necessarily subject to a high degree of uncertainty and involve known and unknown risks, uncertainties, assumptions and other factors because they relate to even ...

Core Viewpoint - Vinci Compass reported strong financial results for the fourth quarter and full year 2025, highlighting its growth as a pan-regional platform following its combination with Compass and the acquisition of Verde [1]. Financial Highlights - In Q4 2025, Vinci Compass achieved Fee Related Earnings of R$80.4 million, equating to R$1.23 per common share, with a FRE Margin of 32.6% [1]. - For the full year 2025, the company reported Fee Related Earnings of R$288.4 million, or R$4.52 per common share, with a FRE Margin of 30.4% [1]. - Adjusted Distributable Earnings for Q4 2025 were R$81.3 million, or R$1.24 per common share, while for the full year, it was R$292.4 million, or R$4.58 per common share [1]. Dividends - The company declared a quarterly dividend of US$0.17 per share, payable on April 2, 2026, to record holders as of March 19, 2026 [1]. Company Overview - Vinci Compass is a leading provider of alternative investments and global solutions in Latin America, with nearly three decades of experience and operations in eleven offices across Latin America and the US [1]. - As of December 2025, the company managed R$354 billion in assets under management and advisory [1].

Company Overview - Vinci Compass Investments Ltd. is a leading alternative investments and global solutions provider in Latin America with nearly three decades of experience [1] - The company operates from eleven offices in Latin America and the US, managing a diverse range of investment segments including Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, Global Investment Products & Solutions, and Corporate Advisory [1] Financial Results Announcement - The company will release its financial results for the fourth quarter and full year 2025 after market close on March 04, 2026 [1] - A conference call will be hosted via Zoom at 5:00 pm ET on the same day, with a replay available for those unable to attend the live broadcast [1] Assets Under Management - As of September 2025, Vinci Compass had R$316 billion in assets under management and advisory [1]

Core Insights - The company has established a strong position in the Latin American alternative asset market, similar to trends seen in the U.S. and Europe, with a focus on brand recognition and platform attractiveness [1] - Distributable earnings for the quarter reached R$57 million, reflecting a 12% year-over-year increase on a per share basis, indicating robust growth [1][36] - The company anticipates a strong finish to the year with several fund closings and continued fundraising success despite varying interest rate environments [2] Fundraising and AUM Growth - The company reported R$70 billion in assets under management (AUM), an 8% year-over-year growth, driven by capital raising efforts in private market funds [3] - Fee-related earnings for the quarter were R$53.8 million, or R$1.02 per share, with adjusted distributable earnings at R$57.1 million, or R$1.08 per share [4][36] - The integration with Compass has created a leading pan-regional alternative asset manager, enhancing the company's product offerings and distribution capabilities [5][6] Strategic Developments - The acquisition of Lacan, a timberland investment management organization, is expected to enhance the company's forestry strategy and contribute positively to AUM and segment results [9][10][12] - The company has successfully secured commitments from international investors, including a significant milestone with a Mexican LP for VCP IV, showcasing the effectiveness of the integrated platform [8][24] - The company is launching new investment strategies in collaboration with top asset managers, including a new retirement strategy with BlackRock, further expanding its offerings [18][19] Market Conditions and Performance - The Brazilian economy is showing strong growth post-pandemic, while the stock market remains stable, presenting an attractive entry point for medium-to-long term investors [14][15] - The company is experiencing outflows in its IP&S segment, primarily due to high interest rates, but expects to see a moderation in negative impacts moving forward [16][62] - The company anticipates continued growth in fee-related earnings driven by new commitments in private markets and a strong advisory service pipeline [31][36]