Adviser Profile

As of Date 10/29/2026
Registration SEC, Approved, 11/03/2026
ADV Location SAO PAULO, Brazil
Contact Info +55 xxxxxxx
Websites
AUM* 4,116,000
of that, discretionary 4,116,000
Number of Employees 14
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 98,000
% High Net Worth 4.76%
SMA’s No
Private Funds

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees