| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 02/27/2018 |
| ADV Location | SAO PAULO, Brazil |
| Contact Info | 55( xxxxxxx |
| Websites |
| AUM* | 237,955,686 28% |
| of that, discretionary | 237,955,686 28% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,687,629 -28% |
| % High Net Worth | 99.29% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Commissions
No private funds