| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/04/2025 |
| ADV Location | PORTO ALEGRE, RIO GRANDE DO SUL, Brazil |
| Contact Info | +55 xxxxxxx |
| AUM* | 22,420,031 |
| of that, discretionary | 0 |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 498,223 |
| % High Net Worth | 8.33% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds