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Adviser Profile

As of Date 09/14/2026
Registration SEC, Approved, 01/27/2026
ADV Location SANTANA DE PARNAIBA, Brazil
Contact Info 210 xxxxxxx
Websites
AUM* 11,073,802
of that, discretionary 11,073,802
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 381,855
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2M 2M 1M 1M 828K 552K 276K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees